Financial advisor duties
What kind of job?
is a
finance professional who provides consulting and advice about an individual's
or entity's finances
Duties of this job?
- Meet with clients in person to discuss their financial goals
- Explain the types of financial services they provide
- 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 or retirement
- Monitor clients' accounts and determine if changes are needed to improve account performance or accommodate life changes.
- Research investment opportunities
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