As an investment professional, the role of a financial advisor is to help clients choose the best investment mix and asset allocation for their needs. They answer financial questions and perform periodic portfolio reviews. In addition, they help clients manage risk and make course corrections to improve their financial situation. Here are some of the things you need to know about this profession. It’s a great career choice for people with diverse skill sets and a desire to make a difference.
A financial advisor Long Island job description must be tailored to the person who wants to fill it. Whether a person has been in the financial industry for decades or just starting, their job description should include a clear overview of the job duties and responsibilities. It should also include the work hours, benefits offered, and an application link. An advisor is responsible for building client relationships … Read more