Personal Financial Advisors

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.


Related Skills:

  • Active Listening
  • Reading Comprehension
  • Speaking
  • Writing
  • Critical Thinking

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Other Career Titles:

Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Planner, Investment Adviser, Investment Advisor, Portfolio Manager, Wealth Advisor

Video Source: CareerOnestop.org

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