TAILORED DOLLARS IS EXPANDING
This is your gateway to the financial services industry
Looking for a career in the financial services industry?
WHAT WE OFFER
- Affordable licensing course
- Access to 20+ insurance/investment companies
- World class sales support and technology
- Expert marketing support
- Ownership of your book of business
- No experience necessary
- Prepares financial and business related analysis and research.
- Draft consolidated forecasts and budgets and analyzes trends in revenue, expense, capital expenditures and other related areas.
- Develop financial review templates and meetings
- Implement financial planning recommendations.
- Determine clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
- Monitor market trends.
- Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning.
- Review clients' accounts and plans regularly to determine life changes that would affect financial strategy.