How do they match: Personal Financial Advisors

  • Personal Financial Advisors

  • Personal Banker
  • Personal Financial Advisor
  • Personal Financial Planner
  • Personal Investment Advisor

  • Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
  • Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
  • Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.