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Tasks of Financial Advisors

The basic emphasis of the tasks of financial advisors is on the welfare of their clients. The tasks of the financial advisors involve a lot of financial planning, as well as negotiation with the creditors of their clients and making sure that a better payment structure can be obtained for them.
The financial advisors also provide financial aids to students.

Tasks of Financial Advisors
Following are the basic tasks that are to be performed by a financial advisor:
  • Going through the financial information that is procured from clients in order to chalk out plans for satisfying the monetary aims of the clients.
  • Running seminars, as well as workshops on subjects that are related to financial planning topics like retirement planning, evaluation of severance packages and estate planning.
  • Providing answers to the queries of the clients on issues regarding the objectives, as well as various aspects of the financial plans and strategies.
  • Establishing contact with the clients on a periodic basis in order to find out if there have been any alterations on their financial status.
  • Make arrangements for the provision of financial aid funds to the students.
  • Contacting the creditors of the clients in order to make arrangements for making certain changes in the payments of the clients. This is done in order to make sure that the payment structure is acceptable to their clients, as well as their creditors.
  • Construction and maintenance of client bases. They are also supposed to keep the present client plans up-to-date besides recruiting newer clients on a regular basis.
  • Calculate the amount of aid that is to be provided to the students. In these cases, factors such as amount of available financial resources, degree of demand, as well as the financial requirements of the beneficiaries are taken into account.
  • Gathering information from the students in order to find out their eligibility with regards to certain financial aid programs.



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Last Updated on : 1st August 2013

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