Personal investment specialist typically do the following:

• Explain (over the phone) the various types of investment product features and financial services to potential clients.
• Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals
• Develop and deepen client relationships.
• Educate clients and answer questions about investment options and potential risks.
• Recommend investments to clients or select investments on their behalf.
• Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.
• If needed, Meeting with clients to understand their needs and demands.
• Preparing financial plans with a mix of short and long term investments
• Providing periodic updates on the performance of investment portfolios.
• Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes, such as getting married or having children.