Personal Financial Advisors in Bath, ME
O*NET Code: 13-2052.00
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. May also buy and sell financial assets for clients.
Top Companies:
Fidelity InvestmentsAAA The Auto Club GroupVictory Marketing DevelopmentLeverNew York LifeRelated Occupations:
12 Personal Financial Advisors jobs near Bath, ME in last 30 daysShow all >
Date