Different Interview Questions for the Same Title: Investment Counselor
Personal Financial Advisors
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Sales Agents, Securities and Commodities
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.