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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. What are the duties of a financial advisor? We are looking to hire a financial advisor to join our team. Examples of financial advisor responsibilities. Some financial planners provide comprehensive planning services job description. Financial advisor job description example, duties and responsibilities. Their duties include meeting with clients to establish their needs. Provide financial planning support to clients.
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They might also provide investment, tax, and insurance advice.
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