Financial Consultant
Equitable Advisors
San Francisco, United States
04.2023 - 04.2024
- Analyzed clients' financial situations, goals, and risk tolerance to develop personalized financial plans
- Stayed updated on market trends, economic indicators, and regulatory changes to provide informed advice
- Built long-term relationships with clients based on trust, transparency, and integrity
- Identified potential clients and prospects through networking, referrals, and cold outreach
- Collaborated with colleagues and support staff to streamline processes and improve efficiency.