What are the responsibilities and job description for the Financial Services Specialist position at Abich Financial Services Inc.?
About Abich Financial Services Inc.
We are a dynamic financial services company committed to helping individuals achieve their long-term financial goals. Our experienced team provides expert guidance on a wide range of financial topics, including retirement planning, investment strategies, and estate planning.
Primary Responsibilities
- Develop and implement comprehensive financial plans that help clients achieve their retirement income goals.
- Deliver educational presentations and write newsletters to educate clients on financial planning topics.
- Collaborate with other team members to develop effective financial plans.
- Stay up-to-date on industry trends and regulations, ensuring compliance with all relevant laws and regulations.
