Personal investment adviser vs finance advisor

Differences between personal investment adviser and finance advisor duties and responsibilities

Personal investment adviser example responsibilities.

• Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
• Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
• Assist in planning and implementation of logistics automation initiatives relate to vehicle fleet management and repair parts management.

Finance advisor example responsibilities.

• Manage all budget and forecast submissions into Hyperion.
• Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
• Structure and manage investment portfolios using a range of financial instruments, including equity securities and fix income instruments.
• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Research eligibility and status of all Medicare and Medicaid patients.
• Perform portfolio analysis using MorningStar workstation and complete cost basis research project.
Show more