• Researched companies for clients and their Financial Advisors according to their investment goals and criteria
• Corresponded with a Financial Advisor throughout the full new client acquisition process, from developing his website and creating “lead lists” on Salesforce for potential creation of 401(k) plans, to assisting in the planning of his marketing event to cater to the CFOs of these companies
• Worked with the Wealth Outlook tool to assist Financial Advisors in providing the best advice and experience for their clients