Business Careers Finance

Financial Planner

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