Farin Cohen
- Role
- Wealth Planning Associate for Pacific Northwest at RBC Wealth Management
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Experience
Wealth Planning Associate for Pacific Northwest
Aug 2021 — Present
Based in the Seattle branch, frequently travelling to the other branches in the PNW to assist financial advisors and teams. I am focused on helping advisors and their teams implement, grow and become experts in WealthPlan (Money Guide Pro) within their practices. I work directly with advisors, associates and their clients to create an exceptional client experience through the use of RBC WealthPlan and RBC’s other wealth planning tools.\\\\n\\\\nI am committed to advocating the importance of leading with planning, investing in advisor-client relationships and looking for ways to further elevate the wealth planning capabilities of our financial advisors.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
Skills
- Bookkeeping
- Public Speaking
- Databases
- Leadership
- Accounting
- Management
- Contact Management
- Communication Strategy
- Customer Service
- Event Planning
- Strategic Communications
- Website Development
- Microsoft Office
- Finance
- Invoicing
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