Finance assistance advisor vs finance advisor

Differences between finance assistance advisor and finance advisor 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.

Finance advisor example responsibilities.

• Manage all budget and forecast submissions into Hyperion.
• Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
• Structure and manage investment portfolios using a range of financial instruments, including equity securities and fix income instruments.
• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Research eligibility and status of all Medicare and Medicaid patients.
• Perform portfolio analysis using MorningStar workstation and complete cost basis research project.
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