How do they match: Personal Financial Advisors

  • Personal Financial Advisors

  • Account Manager
  • Asset Manager
  • Client Advisor
  • Financial Advisor
  • Financial Investment Adviser
  • Financial Investment Advisor
  • Financial Solutions Advisor
  • Individual Pension Adviser
  • Insurance Advisor
  • Investment Advisor
  • Investments Manager
  • Money Manager
  • Pension Advisor
  • Personal Financial Advisor
  • Personal Investment Advisor
  • Portfolio Manager
  • Private Client Advisor
  • Private Wealth Management Associate
  • Relationship Manager
  • SRI Advisor
  • Socially Responsible Investment Advisor
  • Wealth Management Advisor
  • Wealth Advisor

  • Advise clients on financial plans using 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. May also buy and sell financial assets for clients.

  • Manage client portfolios, keeping client plans up-to-date.
  • Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
  • Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

  • Advise others on financial matters.