Different Interview Questions for the Same Title: Investment Consultant

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.