That best suits their situation and their needs. In other words, its purpose is to find a solution that suits investors and provides them with optimal solutions according to their risk profile, their economic balance, their age, etc. Features by type mainly, the functions of a financial advisor can be differentiated, depending on whether they work for a bank or for a company: in the case of a banking entity , its main function will be to manage the bank's funds and find new business opportunities. In turn, it will provide advice to clients of the same entity to offer them certain investment products.
On the other hand, if we do not refer to a financial advisor in a company , some of the functions that he will face are focused on helping the company make investment decisions, new ways to increase the value of the organization and provide advice for the daily e commerce photo editing management. Inesem business school financial consulting course (university degree with 5 ects credits) more information as an alternative, there is also the independent financial adviser , whose difference is that he does not take a commission for the products he sells, since it is the client himself, to whom he provides service, who proceeds to hire him and pay him for the advisory service. In general, the functions of the financial advisor
are going to be summarized in the following: analysis of the investor client profile. Advise on investment matters for the correct decision making. Carry out a market study on the current situation. Ability to offer the best products according to the investor's risk profile. Achieve the achievement established for each client. Financial advisor vs financial agent it is important, in this sense, not to confuse the concept of "financial advisor" with that of "financial agent". The main difference between the two is that the financial agent offers a vision that focuses on a more macro view of the economy. The function is closer to that of a