Confidential
Irvine, CA
FINANCE CKS Enterprise LLC hiring a Financial Advisor: description: Research & Analysis 1. Prep. investment action plans using fin. analyses, incl. researching annuity int. rates (AIG), analyzing statistical data/IRR for fund cos., and developing investment and index life ins. strategies. 2. Make econ. and statistical recommendations based on output data; tailor investment, fin., and ins. plans to optimize client portfolios. 3. Analyze suitable projects for clients' inv. or primary residence needs; create custom portfolios for domestic and int'l clients and evaluate product advantages. 4. Compare ROI, holding costs, loan rates, and financial strategies among ins. cos. and fund cos.; provide fin. estimates and recommendations. 5. Monitor econ., industry, and corp. developments through fin. publications, inv. banking firms, govt. agencies, trade publications, and company sources; oversee transitions of existing life ins. clients. Client Counseling 1. Design life ins. and fin....