What are the responsibilities and job description for the Retirement Plan Consultant position at Course?
Wealth Management Expertise
This role requires expertise in financial planning, risk management, investment management, tax planning, and estate planning. Strong knowledge of these areas is essential for developing and implementing comprehensive financial plans tailored to clients' needs and goals.
Key Wealth Management Responsibilities:
- Develop and implement comprehensive financial plans tailored to clients' needs and goals.
- Design and implement portfolio strategies to meet clients' financial objectives.
- Analyze clients' risk profiles and create strategies to protect and preserve wealth.
