Personal Financial Advisor (General)
About
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
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About
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
Related Occupations
Browse the most common related occupations, based on the last 5 months of job postings data.
How does Lightcast design an occupation?Get API Access
This occupation is part of the Lightcast Occupation Taxonomy, a library of over 1,800 job occupation categories. It is the standard used by higher education institutions, public sector organizations and Fortune 500 companies around the globe.