Finance assistance advisor vs estate planning counselor

Differences between finance assistance advisor and estate planning counselor duties and responsibilities

Finance assistance 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.
• Conduct initial and ongoing meetings with prospects and clients profiling and developing comprehensive wealth management strategies.
• Analyze and test derivative modeling and dynamic hedging methods.

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.
Show more