How do they match: Personal Financial Advisors

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

  • Manage client portfolios, keeping client plans up-to-date.
  • 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.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.