Financial advisors provide financial advice to people.

Financial advisors work with clients to understand their financial situation, including income, expenses, insurance, and goals. Advisors create plans to help clients save for things like education or retirement and may also buy or sell investments for them.

Advisors meet with clients to explain their options, recommend investments, and answer questions. They stay in touch to check if changes are needed, like adjusting plans for life events such as marriage or having kids. Advisors also keep up with financial markets and look for new investment opportunities to help clients make the best choices.

Some advisors specialize in areas like retirement planning or helping clients take smart risks with their investments. Many also sell insurance or give tax advice. After making investments, advisors regularly update clients and review their progress, usually meeting at least once a year to make any needed changes.

Many advisors are licensed to buy and sell financial products, like stocks and insurance. With permission, they can make investment decisions on behalf of their clients to help them reach their goals.

Building and maintaining a client base is an important part of an advisor's job. Many spend time marketing their services by giving presentations, participating in networking events, or meeting new people through business and social gatherings.