Personal Financial Advisors in Cotati, CA and Chicago, IL
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:
MicroDormont Manufacturing CompanyBank of AmericaWealthBridge Financial GroupLegendary Allen AgencyRelated Occupations:
916 Personal Financial Advisors jobs near Cotati, CA and Chicago, IL in last 30 daysShow all >
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