What are the responsibilities and job description for the Investment Advisory Executive position at Planning Alternatives?
Key Skills:
- Lead in-depth financial planning sessions with clients, gathering and analyzing financial data to create comprehensive strategies tailored to their unique needs.
- Act as a trusted advisor for clients, offering guidance on tax-efficient investment management strategies, retirement planning, estate planning, insurance solutions, and charitable giving.
- Develop and present customized, sophisticated financial plans for ultra-high-net-worth individuals and families, ensuring that all aspects of their financial lives are considered and optimized.
