How do they match: Personal Financial Advisors
- Chief Executive Officer
- Financial Aid Specialist
- Financial Retirement Plan Specialist
- Fiscal Specialist
- Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
- Advise others on financial matters.
- Confer with others about financial matters.
- Interpret financial information for others.