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A financial planner advises individuals in managing their personal finances. Their duties include building a client base, maintaining relationships with clients, and monitoring the overall portfolio of a client to ensure their money is growing. Financial advisor assistant resume examples. Associate financial advisor job summary: This internship helps intending financial advisors to get firsthand insight into the industry, and the knowledge can be a plus during a later job hunt.
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Their job description entails proffering expert advice on personal budgeting, debt management, investment, insurance choices, and various other financial subjects.
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