What Does a Financial Advisor Do? - PowerPoint PPT Presentation

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What Does a Financial Advisor Do?

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They are responsible for scheming financial strategies, and providing unrestricted, honest, and impartial advice to the clients. Log on – PowerPoint PPT presentation

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Title: What Does a Financial Advisor Do?


1
What Does a Financial Advisor Do?
http//www.icmfinancial.com/
2
Being a financial planner has its own charm, but
getting into the business needs a lot of patience
and comes with a lot of snags. ICM Financial is
one of the best Financial Planning Careers in
Beverly Hills with experienced financial advisors
working day and night. The job of financial
advisor includes the following responsibilities
http//www.icmfinancial.com/
3
  • It is must for financial advisors to get a
    professional certification, which makes them more
    appealing and qualified for the market.
  • Financial advisors, also known as wealth manager
    or financial planners help their clients in
    managing money by offering them pertinent advice.
  • They research the best marketplaces to find
    services and products that are well suited for
    their clients.

http//www.icmfinancial.com/
4
  • They are responsible for scheming financial
    strategies, and providing unrestricted, honest,
    and impartial advice to the clients.
  • Advisors learn about financial circumstances of
    their clients in depth and learn about their
    future aims to arrange meetings and present
    clients with products relevant to their
    interests.
  • Advisors are also in charge of communicating with
    other professionals like solicitors, real estate
    agents, and valuators.

http//www.icmfinancial.com/
5
  • They promote clients products to meet with the
    desired negotiated sales.
  • They are also responsible to inform clients about
    the changes in finance that may affect their
    investments and savings.

ICM Financial provides the best advisors to
clients for their financial management. These
advisors are not just professional but are also
authorized by a number of reputable financial
associations of the United States.
http//www.icmfinancial.com/
6
Independent Capital Management- Beverly Hills
Branch 1401 Dove Street, Suite 430, Newport
Beach, CA Zip 92660 USA PH 310-557-9850
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