• Review, model, analyze, and rebalance investment portfolios. • Develop an understanding of investments, markets, and planning. • Create balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reports. • Assist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input. • Create and deliver prospective client proposals and inventories. • Become an expert in one of the core disciplines/tools (technology, concept, etc.).