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National association of insurance and financial advisors (naifa). Providing proper guidance to the clients. Personal financial advisor job profile and description. See examples of financial advisor job descriptions and other tips to attract great candidates. Financial advisors spend much of their time researching and analyzing investment opportunities and meeting with clients and potential clients to go over investment strategies.
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Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement.
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