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Investment Dictionary


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Finance Advisor

 

A finance advisor is a job title for a person who provides financial consultations for the clients. Financial advisor also includes functions of an investment advisor but may include more financial advisory functions: consults in corporate finance questions, help to find the best project financing and other (including investment) questions. 

 

However, many companies are mixing job titles between many functions just to make them sound better and not always job title represents all the functions of the employee correctly. 

 

If you want to choose the best advisor, you should check these facts:

  • Is the experience of a finance advisor long enough in the field of financial analysis?
  • Does the advisor specialize in the niche that is required for you?
  • Were the previous projects of the same advisor successful?
  • Is he talented enough to advise other people?
  • What is told about the advisor by other clients?

 

 






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