Also called : Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Planner, Investment Advisor, Portfolio Manager, Wealth Advisor
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
People interested in this work, will do well at jobs that need;
Considerable Preparation Needed
Four-year bachelor degree
A considerable amount of work-related skill, knowledge, or experience is needed for these occupation
Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.