Set appointments with Client(s); Discuss list of documents needed for credit & budget analysis process; Follow-up with client(s) on current or outstanding documents needed for transactional processing on hold; Advise clients on their financial information during consultation, to include but not limited to: total annual income, debt obligations, monthly expenses, savings/assets; Discuss many financial topics with clients, including debt management, savings objectives and strategies; Conduct final closing presentation on approved analysis with client from clients portfolio account; Help clients understand their financial circumstances and reach their financial goals. Requirements: 7+ year(s) of Wealth & Asset Management consulting experience. Desired Skills: Strong client relations with excellent oral/written communication skills; Time management; Heavy calendar processing; Knowledge and ability in servicing and managing a pipeline of portfolio accounts; Advance knowledge with Mi