How To Become A Financial Advisor Us
They advise people in many different areas, such as: Investment management Tax planning Estate planning Buying a home Retirement A financial advisor will assess an individual’s or couple’s financial position and goals then provide recommendations on how to achieve them. Some financial advisors offer various services, while others pick one speciality. Many choose to work in large companies that focus on finance, investments or insurance. Others prefer small firms or to be self-employed....