How do they match: Personal Financial Advisors

  • Personal Banker

  • Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
  • 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.