Banks and financial institutions employ investment advisors to work with existing customers to update their portfolio as needs, economic climate, and and their financial situations change. The advisor also works to attract new clients and customers as well, marketing themselves and their financial institution’s investment services.
Investment Advisor Tasks
Follow-up with clients on plans, track successes, and inform about modifications.
Assist clients with estate management, tax returns, budgets, or other financial tasks.
Guide clients through financial self-analysis, including goal setting and advice to reach goals.