Personal Financial Advisors
Virginia Highlands Community College
Earliest start date
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Manage client portfolios, keeping client plans up-to-date.
Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.