How do they match: Personal Financial Advisors

  • Account Executive
  • Account Manager

  • Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
  • 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.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

  • Disburse funds from clients accounts to creditors.