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Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. A financial planner, or wealth management advisor, reviews a company's or individual's financial statements and finds any potential risks or opportunities for growth. This professional's job duties include: 10,839 open jobs for personal financial advisor. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
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Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
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Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
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Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
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