How do they match: Personal Financial Advisors

  • Securities Consultant
  • Securities Counselor

  • 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.

  • Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
  • 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.

  • Interpret financial information for others.
  • Interview clients to gather financial information.