What Are the Main Duties of a Financial Advisor?


Quick Answer

The main duties of a financial adviser include meeting with clients, discussing their finance goals and helping them draft a plan to meet those goals, according to the Bureau of Labor Statistics. Financial advisers work with both individuals and businesses as clients.

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Full Answer

Depending on if the financial adviser works with an investment firm, he may also be responsible for contributing to the continued growth of the company and maintaining the company's reputation in the industry. Financial advisers' duties often vary according to the client's needs and can include developing budgets, working on a plan to pay off debt or building an investment portfolio, according to U.S. News.

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