A Financial Advisor provides clients with guidance on financial decisions, including investments, insurance, and retirement planning. They assess clients' financial needs and help them achieve their financial goals through tailored advice and strategies.
Key Responsibilities
Assessing clients' financial status and developing customized financial plans
Providing guidance on investment opportunities and risks
Helping clients plan for retirement and manage debt
Monitoring clients' accounts and making adjustments to financial plans as necessary
Staying informed about market trends and economic conditions