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.
Sample of reported job titles:
Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Planner, Investment Advisor, Portfolio Manager, Wealth Advisor
You will be leaving O*NET OnLine to visit our sister site My Next Move. You can return by using the Back button in your browser, or by choosing “O*NET OnLine” from the O*NET Sites menu at the bottom of any page in My Next Move.
You will be leaving O*NET OnLine to visit our sister site My Next Move for Veterans. You can return by using the Back button in your browser, or by choosing “O*NET OnLine” from the O*NET Sites menu at the bottom of any page in My Next Move for Veterans.
Saldrá de O*NET OnLine para visitar nuestro sitio afiliado Mi Próximo Paso. Puede regresar usando el botón Atrás en su navegador, o eligiendo “O*NET OnLine” en el menú Sitios O*NET en la parte inferior de cualquier página en Mi Próximo Paso.
