L. J. Eiben

Financial Advisor @Raymond James Usa Ltd

Langley, BC, CA

Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, investment experience, or other knowledge.Execute investment and planning activities (e.g. rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.).Actively service client accounts by performing and/or coordinating administrative tasks (e.g. tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.).Develop client financial plans using financial planning software and present results and solutions to clients.Monitor client investments, review performance and suggest appropriate client portfolio changes.Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities.Coordinate with clients’ attorneys, accountants, and other professionals.Participate in community outreach, networking and marketing activities to drive new business opportunities.

Humboldt State University

Bachelor's degree, Business Administration and Management, General