support in preparing and implementing financial plans for their clients. Responsibilities: 1. Conduct the financial advisors in developing financial plans for clients. 2. Prepare financial reports, including including cash flow projections, retirement planning analysis, and investment recommendations. 3. Assist Assist in the preparation of financial planning proposals and presentations for clients. 4. Review client accounts adjustments or enhancements to their financial plans. 5. Stay up-to-date on industry trends, regulations
knowledge and experience in accounting software and MS Office. Benefits: Market related salary RPO is a Specialist