Types of Financial Advisors
Financial Customer Service Salary Customer Service Representative: You are likely to earn in the €20,000-€30,000 per year range outside of Dublin and €25,000-€35,000 per annum in the capital. Customer Service Advisor: The standard salary for this position is €20,000-€30,000 per annum.
Financial advisor is a general term, subsets of the financial advisor group might include stock brokers, insurance agents, money managers, estate planners, bankers and more. Think of the comparison between a financial advisor versus a financial planner like a funnel with the financial advisor on top.
Some investment advisers manage portfolios of securities. Q: What is the difference between an investment adviser and a financial planner? A: Most financial planners are investment advisers, but not all investment advisers are financial planners.
What is an 'Investment Advisory Representative - IAR' Investment Advisory Representative (IAR) refers to personnel who work for investment advisory companies. The primary responsibility of an IAR is to provide investment-related advice.
Mutual Fund Sales Representatives (MFSRs) are employed throughout the financial services industry by mutual fund dealers and independent financial planning firms. Personal Banking Representatives and many Insurance Sales Agents may also become licensed to sell mutual funds.
Personal financial advisors meet with clients to discuss their financial goals. Personal financial advisors provide advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement to help individuals manage their finances.