How do they match: Personal Financial Advisors

  • Personal Financial Advisors

  • Client Advisor
  • Financial Advisor
  • Financial Investment Adviser
  • Financial Investment Advisor
  • Financial Solutions Advisor
  • Individual Pension Adviser
  • Insurance Advisor
  • Investment Advisor
  • Pension Advisor
  • Personal Financial Advisor
  • Personal Investment Advisor
  • Private Client Advisor
  • SRI Advisor
  • Socially Responsible Investment Advisor
  • Wealth 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.

  • 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.

  • Advise others on financial matters.