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What is the role of a financial consultant?

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  • #16
    Re: What is the role of a financial consultant?

    i would like to eventually become a Financial Planner, firstly I'm looking to become a ... This role involves very little research or meaningful analysis.
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    • #17
      Re: What is the role of a financial consultant?

      The attention of a financial consultant is to assist clients in the planning and agreement of their financial connections, such as personal savings, retirement living conditions, tax treatment and wills.You will make available the wide variety of building money, dealing with and defending services throughout the Firm, such as good funds, stocks, connections, IRAs, credit score & credit score, insurance, estate planning, philanthropy and more.
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      • #18
        Re: What is the role of a financial consultant?

        a good financial consultant will tell you to put all your money on a parlay with the patriots and the under the total of sunday's game.
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        • #19
          Re: What is the role of a financial consultant?

          If you work for one of the big 4 there should probably be a planner working in one of the branches you're in or thereabouts.

          Ask them about their background and express your interest in that field. You'll be surprised how far word of mouth can go, especially with the big 4
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