• Assist advisors with client meeting preparation, including agenda building, portfolio review materials, and research support. • Support data entry and maintenance within CRM and portfolio management systems. • Help prepare financial planning materials, including retirement projections, cash flow summaries, and benefits comparisons. • Conduct research on investment products, market trends, and planning strategies under advisor supervision. • Assist with client onboarding documentation and account paperwork. • Attend client meetings as appropriate to observe advisor-client interaction. …
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