What does a Financial representative do?

- Conduct a financial assessment of a client’s financial needs, risk tolerance, and goals

- Develop and implement appropriate financial plans to meet those needs and goals

- Provide regular reviews and updates of plans as needed

Specific tasks:

- Meet with clients to discuss financial goals

- Gather information about clients’ current financial situation

- Analyze financial information to identify needs

- Develop investment plans

- Purchase and sell securities

- Monitor market performance and make adjustments as needed

- Provide regular financial statements

- Stay up-to-date on financial regulations and trends

Skills:

- Strong analytical and problem-solving skills

- Good communication and interpersonal skills

- Ability to work independently and as part of a team

- Knowledge of financial planning and investment principles

- Ability to use financial software