The preservice teacher (Level 2),
as primary user, might use productivity
tools for word processing, grade and record keeping, web page production, and
presentations,
as well
as using subject - specific software and websites to create
presentations, lectures, lessons, and
assessments.
Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients
as well
as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based
assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality
presentation and communication of complicated market - and investment - related data • Utilized
tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients