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What does a paraplanner do to support a financial advisor, and how is that different from hiring admin support? great question, eric. Research and present investment strategies. Financial planner job description, salary, skills, & more. Develop and execute retirement planning. Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement.
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A financial advisor, or financial consultant, is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments.
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