Roles and missions of the heritage advisor / heritage advisor
Wealth Advisors are professionals who help their clients achieve their long-term financial goals. They are able to provide a complete analysis of the finances and financial situation of their clients and offer them suitable solutions. The main roles and missions of a wealth advisor are as follows:
Assess a client's financial situation and determine their goals and needs.
Offer advice on asset management and advise on the best investment options
Discuss investment diversification strategies, tax strategies and investment products
Monitor investments and investment performance, and notify clients of changes and opportunities
Provide analysis and recommendations regarding life insurance, retirement contracts and other savings and investment products
Review and approve investment transactions
Provide advice on asset diversification, based on the client's long-term goals
Keep up to date with financial and investment knowledge
Provide advice on asset management and asset protection methods.
Develop customer relationships and provide quality service
Wealth Advisor/Wealth Advisor Salary and Career Development
The wealth advisor is a highly qualified professional who is part of the financial professions. Practicing his profession independently or for a financial company, his mission is to advise his clients on the management and judicious investment of their assets and heritage. In some countries, the wealth advisor is also called a financial investment advisor. The salaries of wealth advisors naturally vary according to their experience. In France, the annual gross salary changes for a wealth advisor are as follows:
0 to 2 years: between 40,000 and 50,000 euros
2 to 5 years: between 50,000 and 60,000 euros
5 to 10 years: between 65,000 and 80,000 euros
10 to 15 years: between 80,000 and 120,000 euros
More than 15 years: 120,000 euros and more
Once the wealth advisor has acquired a certain experience, he has the possibility of choosing among several professions related to his profession. Here are five possible jobs:
Financial Analyst
Wealth manager
Wealth management consultant
management consultant