How do they match: Personal Financial Advisors

  • Account Manager
  • Asset Manager
  • Investments Manager
  • Money Manager
  • Portfolio Manager
  • Private Wealth Management Associate
  • Relationship Manager
  • Wealth Management Advisor

  • Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
  • Manage client portfolios, keeping client plans up-to-date.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

  • Develop business relationships.
  • Identify strategic business investment opportunities.
  • Interpret financial information for others.
  • Interview clients to gather financial information.