To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.

Knowledge of mutual funds, securities, and insurance industries.

Proficient in Word, Excel, Outlook, and PowerPoint.

Comfortable using a computer for various tasks.

Experience providing quality financial advice

Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.

Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

Implementing financial plans or referring clients to professionals who can help them.

Managing and updating client portfolios.

Contacting clients regularly to discover changes in their financial status.

Building and maintaining your client base.