Estate planning counselor vs investment advisor

Differences between estate planning counselor and investment advisor duties and responsibilities

Estate planning counselor example responsibilities.

• Manage various types of litigation matters and supervise outside counsel on all aspects of litigation.
• Prepare monthly reports for FHA and VA, dealing with loans and delinquent accounts
• Deliver financial expertise to accredit international clients on financial plans, which include taxes, investment strategies, and securities.
• Utilize solid judgment, product knowledge, problem solving, offering detail insight and alternatives to assist owners in booking vacations.
• Assist with checking availability and booking reservations for owners and also giving information on any current promotions.
• Identify owner reservation needs, check availability of owner occupy reservations, and find alternative dates or accommodations if need.
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Investment advisor example responsibilities.

• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Obtain skills with different financial programs and tools such as Morningstar and NetX360.
• Advise and recommend insurance products including, fix and variable annuities, and term life.
• Focus on macroeconomic fundamentals, high yield, distress debt, volatility and macro base cross-asset statistical strategies.
• Communicate information to clients on various products offer such as equity funds, bond funds, annuities, and money markets.
• Identify client- specific and regulatory reporting requirements, review purchase and redemption activity, securities settlements, and cash movements.
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