Individual pension consultant vs finance advisor

Differences between individual pension consultant and finance advisor duties and responsibilities

Individual pension consultant example responsibilities.

• Manage files from origination to closing, and accurately organize and review all documents for processing.
• Provide financial products and services to assist the investors with their financial needs like loans, after tax annuities and IRAs.
• Review and implement terms of QDRO for retirement annuities in marital dissolution proceedings.
• Manage files from origination to closing, and accurately organize and review all documents for processing.
• Remain current on IRA regulations and policies.
• Develop fee-based blotter reporting program to address AUM reporting and compliance suitability.

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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