Essential skills for this individual would be to effectively function as a team player, organize, prioritize, handle multiple tasks, be attentive to details, comfortable dealing with numbers, utilize various software such as, Microsoft Excel, Microsoft Office, Outlook, various internet based programs, and to communicate with co-workers, clients, and various business contacts in a courteous and professional manner.
Assist advisors in preparation and completion of client paperwork and applications
Submission of application to various companies once verified as approved
Prepare client meeting reports in collaboration with Financial Advisor
Manage and resolve client service problems
Enter data into software and create financial plan
Coordinate with home office to resolve any issues that may arise
Prepare client portfolio analysis
Build and maintain client relationships
Communication with clients
Run RMD reports and make withdrawals
Prepare for and complete registration, licensing, continuing education requirements or financial planning courses
Prepare for Seminars/Educational Classes
Prepare marketing material and coordinate advertising/client communication review and approval
Prepare preliminary recommendations
Run hypothetical illustrations
Prepare charts, graphs, and other visual aids to be used in implementation meetings with clients
Comprehensive Financial Planning company. We offer as set of diverse services to help our client meet their financial and life goals. Our service encompasses wealth management, business plans, estate planning, tax planning, and insurance planning through risk management.
Company OverviewOur mission is to partner with our clients to help them prudently move toward their dreams, goals, and aspirations. Our goal is to establish a long term relationship based on trust and experienced advice. Our vision is that each of our clients enjoys a genuinely happy life that is free from financial concerns.We believe that every client deserves to experience the benefits of comprehensive, client-centered, financial consulting. We understand that each client’s situation is unique. Our role is to provide wisdom, experience, and resources to help our clients make well-informed educated financial and life decisions. By creating a long term relationship, we are able to help you identify your goals and objectives to help you discover the life that you have been working hard to attain.Our clients, while all unique, have one thing in common; they want unbiased financial information from an experienced professional. Our clients know that Canella Financial Group will always work in their best interest, striving to protect and preserve their wealth and enhance the quality of life they have worked hard to achieve.Our ApproachWhen you start working with Canella Financial... Group, you enter into a dynamic relationship and process. We begin by clarifying what is important to you, both today and in the future. We first help you discover your unique values, strengths, goals and dreams; and then seek to understand every part of your financial life. Next we strive to understand what your desires and expectations are concerning partnering with a trusted financial consultant. Our goal is to combine our knowledge, experience, and wisdom, with an understanding of your unique situation. This empowers us to create a feeling of financial security that enhances every moment of your life.Through the comprehensive financial analysis process we help you identify and prioritize your dreams and goals, gather financial data, analyze your current financial situation, make specific recommendations to help move you toward your goals, help you implement the recommendations, and periodically review your progress. Since changes in your situation will undoubtedly arise, Canella Financial Group, will be there to help you make any necessary adjustments to help you get back on track or to chart a new course.Throughout each step of the process we move logically forward one step at a time; making sure you understand our recommendations and the reasons behind them. Only when you are comfortable will we take the next step towards implementing additional recommendations. We understand that both logical and emotional concerns are part of every financial decision we strive to provide support and clarity on both levels.Along the way we coordinate our experience and resources with other key professionals who you have worked with in the past (or we can recommend you to other competent professionals). We will serve as your Chief Financial Officer to develop synergistic solutions by working with other professionals as a team.Our Investment ProcessBefore we begin developing your investment strategy, we take the time to understand your unique situation and goals through our proprietary discovery process. We define your investment strategies by reviewing your time horizons and risk tolerance against your goals. Then we develop a unique Investment Policy Statement that guides us as we allocate your assets over various investment categories. This process of Asset Allocation is a strategy of repositioning assets within a portfolio to optimize the portfolio performance by balancing returns for a given level of risk. This process is usually done using the historical performance of the asset classes within sophisticated mathematical models.Once your strategy is established we carefully monitor your progress, providing you with quarterly reports that summarize your portfolio performance and activity. We make periodic adjustments to ensure that our strategies stay on track with your dreams and goals.