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Financial Advisor Essay

243 Words1 Pages
The roles and responsibilities of a financial advisor is to give their investors financial advice on valuable insight in investment. Financial advisor will talk to investors about their current finances and future plans. Financial advisor needs to assess the needs of each investor by helping them understand their investment and saving option to create appropriate financial strategies. They will also determine investors’ portfolio when it comes to investing such like their financial ability, the market trends and the risk tolerance of the investors. The financial adviser would also give advice on investment like stock, bonds, insurance or shares by matching the investors financial goal where they invest customers’ money based on their decision.
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