Financial Advisors work with clients to create comprehensive financial plans. These plans summarize the current financial state of the client and establish guidelines to help clients achieve their financial goals. Financial Advisors help clients with saving and budgeting for big life events and often execute trades and investments on behalf of the client. The goal of Financial Advisors is to help their clients understand what is involved with meeting their financial goals and to teach their clients about budgeting, saving, investment, insurance, and tax matters.

• Creating comprehensive financial plans for their clients 
• Proficiency in recognizing trends, reading and interpreting data, and understanding fluctuations in the market 
• Strong communication and interpersonal skills