Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
THE COMPANY: Ours is a growing investment advisory firm located in Washington D.C. The firm’s clients are divided evenly between institutional (endowments, foundations and qualified plans) and global high net worth…
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