Social Orientation — Job requires preferring to work with others rather than alone, and being personally connected with others on the job. Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks. Social — Social occupations frequently involve working with, communicating with, and teaching people.
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Why work with a financial advisor?
That said — and assuming you want to work with this adviser — you may need to more clearly tell her your expectations about communication. “Call, make an appointment and come up with a communication plan that works for both you and your adviser,” says certified financial planner Don Grant. And at the end of the day, if you’re feeling neglected or out of the loop, “find a better adviser that fits your needs and expectations,” says certified financial planner Chris Russell of Tempus Pecunia. Advisory services provided by Betterment LLC, an SEC-registered investment adviser.
- Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
- An advisor can help you figure out your savings, how to build for retirement, help with estate planning, and others.
- For example, a licensed insurance agent may be qualified to sell both life insurance and variable annuities, because the insurance agent holds an insurance license and holds the Series 7 qualification examination.
- We’re committed to providing you with a quality service, so calls may be recorded or monitored for training purposes and to help us develop our services.