Associate Financial Advisor
Karam Wealth Advisors
Irvine
02.2025 - 03.2025
- Maintained records of all transactions conducted within client accounts according to industry standards.
- Conducted market analysis to identify trends in various sectors of the economy or particular industries that might influence investment decisions.
- Advised clients on tax planning strategies, retirement planning, estate planning, college savings plans, and other wealth management topics.
- Created presentations for client meetings detailing recommended investments or strategies related to financial planning objectives.
- Provided financial advice and guidance to clients regarding investments, asset allocation, and portfolio diversification.
- Responded promptly and professionally to inquiries from existing or potential customers regarding products and services offered by the firm.
- Generated leads through networking activities such as attending seminars or trade shows.
