Details.
Financial advisors get to know clients, including individuals, families, and business owners, and provide guidance and education to help them achieve their financial goals. The role includes serving existing clients, gaining new ones, building a practice, structuring your own schedule, holding client meetings, and developing clients' long-term financial plans using Guardian's proprietary Living Balance Sheet platform. Advisors can come from varied backgrounds, and no financial or accounting degree may be required, but effective financial guidance requires analytical skills and tools. The work can be challenging and rewarding, helping clients move from financial stress to financial confidence.