Perform annual review with clients to assess current financial health, ensure suitability and propose value - added solutions to client's needs. (jobhero.com)
That decision did not reflect the current financial health of the $ 1.9 - trillion institution, which is well - capitalized and reaped a third - quarter profit of $ 5.6 billion. (baltimoresun.com)
This representative will work with you to evaluate your current financial health and flexibility. (pennymacusa.com)