Career description:
A financial advisor helps create strategies for eliminating financial risk and building wealth over the long term. They give their clients a game plan that puts them on track to achieve your financial goals. Simply put, financial advisors help with all types of financial planning.
What it’s like:
Common duties:
- Help with debt management
- Help budget to reach financial goals
- Plan health and long-term care
- Estate planning
- Retirement setup
- Plan inheritance
- Assist with taxes
- Investment building and planning
Similar occupations:
Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Planner, Investment Adviser, Investment Advisor, Portfolio Manager, Wealth Advisor
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