Develop and present comprehensive financial plans, covering investment analysis, retirement projections, tax planning, and more. Work closely with advisors to prepare for client meetings and provide strategic insights. Stay informed on financial planning trends and industry best practices. Foster strong relationships with advisors and clients to enhance satisfaction and retention. Identify additional planning opportunities, including high-net-worth services and tax strategies. Maintain confidentiality and adhere to compliance guidelines. Engage in ongoing professional development and education.