Financial advisors combine specialized knowledge, customer service, and sales skills to find clients and help manage their investments, retirement, and more. Financial advisors must stay up to date on regulations and certifications to serve their clients.

“A financial advisor is one who is continuously monitoring clients’ investments and portfolios and looking out for the client in terms of their financial needs, retirement, etc.” Jay Srivatsa, CEO and founder of Future Wealth LLC told Business Insider.

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