What is the job description of a financial advisor?

Answer #1

Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

Sample of reported job titles: Financial Advisor, Portfolio Manager, Financial Planner, Account Executive, Registered Representative, Investment Advisor, Financial Consultant, Financial Counselor, Analyst, Certified Financial Planner (CFP) http://funadvice.com/r/14mj0gds1rq

Answer #2

Financial advisors are the one who are experts in financials like bankruptcy, insolvency etc.

Answer #3

I really mean that they can assist you in the problem about financial, They are so many, but few are credible and trusted, I will suggest that this site I find can really work as Financial Ad-visor in more productive and Professional way, I hope this site can help you.

What is the job description of a financial advisor?

money Listings