How do they match: Personal Financial Advisors

  • Insurance Advisor
  • Insurance Consultant
  • Financial Agent

  • 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.
  • 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.
  • Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.
  • Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.