Tips Look for a financial adviser who is a certified financial planner (CFP). They're licensed and regulated, plus take mandatory classes on different aspects of financial planning. Consider the planner's pay structure. A planner who earns money based on commission rather than a flat, hourly rate could have an incentive to steer you in a particular direction.
Occupation Names Registered Representative, Investment Adviser Representative, Attorney, Insurance Producer, Insurance Agent, Accountant A financial adviser (or advisor) is a professional who renders financial services to clients. According to the U.S. Financial Industry Regulatory Authority (FINRA), terms such as financial adviser and financial planner are general terms or job titles used by investment professionals and do not denote any specific designations.
Financial advisors do what many people don't like doing for themselves: figuring out how to manage their money. By meeting with clients and helping them determine budgeting and retirement plans, investing strategy and other financial responsibilities, advisors get their clients on track to meet their money goals.
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When people think of their money and how it is managed, they often zoom in on one metric - how well their investments performed compared to the broader market. But a new survey reveals that another big factor determines whether someone is satisfied with his or her investment firm: the financial advisor.
The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors-highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.
financial advisor to help us invest. Seeking the guidance of an expert is often the most wise and ...
When it comes to the important things in life, you turn to a professional. That's why you have a doctor, a dentist, and maybe even a lawn care professional. Which begs the question: What's more important than working toward your long-term financial goals? Not much. That's why so many individuals turn to a Financial Advisor.
Quick Facts: Personal Financial Advisors 2012 Median Pay $67,520 per year $32.46 per hour Personal financial advisors give financial advice to people. They help with investments, taxes, and insurance decisions. Most personal financial advisors work in the finance and insurance industry or are self-employed.
Definition of 'Financial Advisor' One who provides financial advice or guidance to customers for compensation. Financial advisors can provide many different services, such as investment management, income tax preparation and estate planning. They must carry the Series 65 license in order to conduct business with the public.
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Here are a few questions to ask your financial advisor that will help you identify whether he is getting an additional payment incentive from equity mutual funds. Question: What commission did you earn on the stocks you sold me? If your financial advisor says "none," that doesn't mean he/she is still not making additional revenue from your portfolio.
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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.
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. Learn more about CFP Board
55,412 Financial Advisor jobs. Search job openings, see if they fit - company salaries, reviews, and more posted by employees.
Whether you're a do-it-yourselfer, or plan on letting the financial advisor take the reins, you'll get the professional support you need to make informed financial decisions without the time commitment often associated with creating and managing a portfolio. Feel confident knowing every independent RIA participating in AdvisorDirect has met our eligibility requirements and has gained valuable experience working in financial services.
Ameriprise Financial has over 10,000 financial advisors helping people reach their financial goals. Find a financial advisor who is right for you.
Barron's 2013 annual ranking of the nation's top financial advisors in the state of New York.
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