Consultant

• Maintain advisor and client relationships, facilitate enrollments, provide investment advice, conduct executive reviews, and drive new business through rollovers.
• Serve individual and family clients by facilitating rollovers and building strong, personalized relationships, providing investment management and financial planning solutions tailored to each client's unique goals.
• Manage retirement and 401(k) plans, service existing accounts, and ensure ongoing compliance and client satisfaction.
• Organize and deliver educational sessions to help participants understand their retirement options.
• Facilitate the enrollment process for new participants while providing clear explanations.
• Meet annually with clients to review their financial situation and provide tailored recommendations.
• Build and maintain strong, trust-based relationships with advisors and clients.

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