How do they match: Personal Financial Advisors

  • Account Manager
  • Asset Manager
  • Financial Agent
  • Investments Manager
  • Money Manager
  • Portfolio Manager
  • Private Wealth Management Associate
  • Relationship Manager
  • Wealth Management Advisor

  • Manage client portfolios, keeping client plans up-to-date.
  • Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.
  • Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

  • Develop business relationships.
  • Identify strategic business investment opportunities.