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Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. Personal financial advisors offer advice to help clients prepare for retirement and build wealth. Licensed financial advisors can compete with robo advisors and free trading platforms. Personal financial advisors are not just for the wealthy. 3+ years of work experience with a proven track record of success. You'll need a bachelor's degree to land a personal financial advisor role. Licensing is required for that. That's what your financial advisor resume work history section must do.
Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement.
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Financial advisors help clients with financial goals from buying a home to paying for their children's education to retirement.
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