financial advisor is an advisor who provides advice to users so that they can plan their finances carefully.
In general, a financial advisor provides various services, such as investment management, tax planning, financial matters, and so on.
Financial advisors or financial advisors can run independently and some work under the auspices of a financial company.
They can work in an office or they can go to many places to meet clients.
It is possible that financial advisors also provide seminars on financial planning in various places and teach online classes.
Apart from all that, a financial advisor must have a professional license to conduct business to clients or customers.
The reason is, not just anyone can become a financial advisor.
In Indonesia, there are already many professional financial advisors that you can contact if you need them one day.
If you’ve ever heard terms such as stock brokers, investment managers, insurance agents, and tax preparers, they all belong to financial advisors.
Reporting from Career Explorer, in general the task of a financial advisor is to review a person’s financial needs and help them to overcome their financial problems.
Financial advisors will help clients to be able to plan finances with short and long term goals.
Usually, financial advisors will provide several recommendations in the form of investments to suit the client’s goals.
For example, you want to invest with the aim of paying for education and retirement.
Financial advisors will provide the right advice for you in making investments so that they are in line with your goals.
Not only that, sometimes financial advisors also provide other advice such as tax or insurance advice, depending on the problems faced by the client.
In general, the things that financial advisors do are as follows:
meet clients personally to help with their financial problems
explain the types of financial services
educating clients and providing advice on investment options and their risks
recommend suitable investments for clients
researching investment opportunities
help clients make certain plans in order to achieve the desired goals
monitor the progress of the client’s investment account