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  2. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice.

  3. CPA vs. Financial Advisor: Key Differences You Need to Know - AOL

    www.aol.com/cpa-vs-financial-advisor-key...

    CPA vs. Financial Advisor: Career Opportunities CPAs have access to a variety of career paths across different sectors, including: Public accounting firms : specializing in areas like auditing and ...

  4. Understanding the Financial Planner Career Path - AOL

    www.aol.com/understanding-financial-planner...

    The job outlook for financial planners, professionals who help clients build long-term strategies for retirement and meet other financial goals, appears strong. According to the U.S. Bureau of ...

  5. What is a financial advisor and what do they do? - AOL

    www.aol.com/finance/financial-advisor-173509160.html

    A financial advisor is someone who helps you manage various aspects of your financial life. ... Some will start working with a client who’s early in their career, but others want to see $1 ...

  6. Financial planner - Wikipedia

    en.wikipedia.org/wiki/Financial_planner

    A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can:

  7. The Career Path to Becoming a Financial Advisor - AOL

    www.aol.com/news/career-path-becoming-financial...

    Continue reading ->The post The Career Path to Becoming a Financial Advisor appeared first on SmartAsset Blog. They help both individuals and institutions manage their money and set themselves up ...

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