What Do Financial Advisors Do?
Financial advisors work primarily for financial institutions such as banks, mutual fund companies, and insurance companies. Generally, they work with individuals or institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments (money market, real estate investments, stocks and bonds), and they also explain tax laws relevant to certain investments and help with insurance decisions.
Financial advisors help clients plan for both short-ter…Read more
- Interview clients and gather information to determine strategies for financial investments.
- Prospect and maintain clientele.
- Recommend and sell financial plans and products that will help meet financial goals.