What are the responsibilities and job description for the Financial Advisor position at Drew Pelton Investment Services?
A financial advisor is a professional who helps individuals and businesses achieve their financial goals by providing personalized guidance on budgeting, saving, and investing, including analyzing financial situations, recommending investment strategies, and monitoring client portfolios to ensure their money is growing in line with their risk tolerance and long-term objectives; essentially acting as a trusted consultant to help clients make informed decisions about their finances.
