How do they match: Personal Financial Advisors

  • Investment Advisor
  • Investment Consultant
  • Investment Counselor
  • Investment Representative
  • Investments Manager
  • Account Manager
  • Asset Manager
  • Financial Investment Adviser
  • Financial Investment Advisor
  • Money Manager
  • Personal Investment Advisor
  • Portfolio Manager
  • Private Wealth Management Associate
  • Relationship Manager
  • Socially Responsible Investment Advisor
  • Wealth Management 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.
  • Investigate available investment opportunities to determine compatibility with client financial plans.
  • Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
  • 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 environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
  • Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

  • Disburse funds from clients accounts to creditors.
  • Identify strategic business investment opportunities.
  • Recommend investments to clients.