Financial Planning Specialist. Finacial Planning 40%. Create/Update planning client’s Financial Statement. Maintain client contact and notes in CRM/Salesforce. Verify/ Project Cash Flow occasionally. 401(k) printouts. Prepare Long Term Care proposals. Prepare Insurance proposals. Excel spreadsheets. Prepare correspondence, agreements, and attachments for plan engagement. Assist in Implementation of plans. Prepare charts, graphs, reports or other ...
