Financial Advisors typically work for banks, investment firms or financial services, but they may also be self-employed. They work closely with clients and finance professionals to strategize ways to enhance profitability or minimize debt expenses. Their job is to meet with clients to help them develop wealth management strategies and other long-term financial practices to maximize their wealth into the future. They may also be responsible for assisting clients in creating a long-term budgeting plan based on their income, personal expense needs and outstanding debts.
ਇੱਕ Financial Advisor ਕੀ ਕਰਦਾ ਹੈ?
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.
