Wednesday, April 16, 2014

Client Advisor/Planner/Liaison, F500 Advisory - Irvine

Client Advisor/Planner/Liaison, F500 Advisory Services, Inc. - Irvine

We seek to hire someone who is an experienced Client Advisor/Planner/Liaison, who will be in charge of handling the various needs of our client base.
This would include answering clients’ investment questions, doing requested research, creating asset allocation models, doing various financial planning analyses, making presentations to clients, coordinating portfolio purchases with the Firm’s  Investment Managers,  interfacing with the Firm’s  Compliance Dept. and Operations personnel,  doing monthly/quarterly calls, meetings, SKYPE sessions, updates, etc.,  monitoring cash levels in individual accounts and making sure it is being invested or reinvested,  etc.
Please send inquiries to: 

No comments: