How do they match: Personal Financial Advisors

  • Estate Planner
  • Estate Planning Counselor
  • Estate Trustee
  • Account Manager
  • Asset Manager
  • Investments Manager
  • Money Manager
  • Portfolio Manager
  • Private Wealth Management Associate
  • Relationship Manager
  • 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.
  • Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
  • Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.