Financial advisor job duties

 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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