Jacob Solomon

About Jacob Solomon

Experienced Senior Consultant with a demonstrated history of working in the financial services industry. Skilled in Data Analysis, Investment Banking, Investment Strategies, Investment Advisory, and Financial Accounting. Strong consulting professional with a Licenciatura focused in Finanzas internacionales from Penn State World Campus.

Experience

1. Financial Advisor

   Plan Wealth Management

   Aug 2021 — Present · MX

   Provide clients with advice on financial matters, making recommendations on ways to best utilise their money. Advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs.Private individuals;Corporate organisations;Specific groups, e.g, societies.Specialising in particular products, depending on their clients, e.g, selling employee pension schemes to companies, pension or investment advice to private clients offering advice to clients in all of these areas, plus savings plans and insurance.Contacting clients and setting up meetings, either within an office environment or in clients\' homes or business premisesConducting in-depth reviews of clients’ financial circumstances, current provision and future aimsAnalysing information and preparing plans best suited to individual clients\' requirementsDesigning financial strategiesProviding clients with information on new and existing products and servicesAssisting clients to make informed decisionsResearching information from various sources, including providers of financial productsLiaising with head office and financial services providersKeeping up to date with financial products and legislationProducing financial reportsContacting clients with news of new financial products or changes to legislation that may affect their savings and investmentsPreparing and sending out annual summaries of investment and pension and cost details to clients