Finance representative vs finance consultant

Differences between finance representative and finance consultant duties and responsibilities

Finance representative example responsibilities.

• Work in QuickBooks to process payroll, submit payroll taxes, manage accounts payable and record income.
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
• Educate clients and provide financial and retirement solutions utilizing life insurance and annuities.
• Demonstrate ability to continually learn and apply that knowledge and execute necessary details involve with the risk management and securities industry.
• Facilitate timely customer service by opening new accounts and cross-selling products enabling co-workers to maintain focus on their primary job duties.
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Finance consultant example responsibilities.

• Lead new hire training for FINRA test preparation and consultative sales model.
• Manage client's portfolio to ensure proper taxation of gains/losses on exercise stock options.
• Provide expert advice to clients to achieve their financial planning goals in conjunction with an independent RIA.
• Lead and organize a weekly macro meeting with multi-asset strategists to discuss and challenge the team's positioning.
• Focuse on separately manage accounts, mutual fund and ETF wrap programs, variable annuities, and alternative strategies.
• Manage all employee relate matters, including stock options, benefits , 401K, payroll administration and human resources.
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