How do they match: Personal Financial Advisors

  • Investment Advisor
  • Investment Consultant
  • Investment Counselor
  • Investment Representative
  • Investments Manager
  • Financial Investment Adviser
  • Financial Investment Advisor
  • Personal Investment Advisor
  • Personal Banker
  • Socially Responsible Investment 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.

  • Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
  • Investigate available investment opportunities to determine compatibility with client financial plans.
  • Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
  • Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
  • Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

  • Identify strategic business investment opportunities.
  • Recommend investments to clients.