Personal Financial Advisors in Summit, WI and Brooklyn, NY
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:
Bank of AmericaNorthwestern MutualWealthBridge Financial GroupEdward JonesJPMorgan ChaseRelated Occupations:
3,213 Personal Financial Advisors jobs near Summit, WI and Brooklyn, NY in last 30 daysShow all >
Date