A Financial Advisor , or Financial Consultant, is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients.
Financial Advisor は、さまざまな職務と責任を果たすことができなければなりません。以下は、 Financial Advisor が実行できるいくつかの職務と責任です:
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
競争力のある Financial Advisor には、次のような特定のスキルと資格があります:
- In-depth understanding of employer, industry and federal regulations
- Knowledge of financial options, including investments, loans, savings accounts and stock options
- Expertise in financial planning and investment strategies
- Familiarity with the securities, mutual fund and insurance industries
- Advanced ability to analyze and explain market data
- Proficiency with word processing, spreadsheet, database and financial planning software
