Personal Banker: They work for a bank to sell investments to customers, but do not give financial advice on other services.Mutual Funds Representative: They sell you mutual funds on behalf of the mutual fund companies.Investment Representative: Also known as stockbrokers, they sell you shares in companies and make a commission from the companies they are selling from.Investment Advisor: They advise people on their investments, but only work with the wealthy.The following is a list of roles that are similar to a financial planner that you should be aware of. There are other types of advisors that can help you with saving money, but most of them either do so by selling you investment funds or do not have the same type of knowledge about financial planning. They are well versed in stocks, mutual funds, and saving plans, so they can help you to diversify your portfolio. What are the different types of financial advisor?įinancial advisors or financial planners are able to advise you on how to save your money for future use and ways of capitalizing on your investments. Stay up to date with changes in regulations and industry. ![]() Prevent or resolve any issues with investments.A great financial planner will not only maintain a list of loyal clients, but they will also be able to bring in new clients and help with the marketing of the company.Ĭontributions of a great financial advisor: A financial advisor is someone who helps individuals to budget, control, and grow their money through savings plans and investments.
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