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Personal Financial Advisors - Career Profile

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Uploaded by on Apr 16, 2009

As seen on http://www.QuietAgent.com , Anonymously evaluating every job, every day for you.

Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

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Education

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