The job of a financial planner involves giving clients advice regarding their personal finances, investments, and other money matters. In contrast to stock brokers who receive commissions for their work, a financial planner gets a fixed monthly fee for his services. He can perform several roles for his clients, however, this depends on the licenses and certifications that he possesses.

Stock Brokers

Stock Brokers

For example, if a client wants him to sell stock, he can do so provided that he has the qualifications for it. Furthermore, a good financial planner needs to establish a strong working relationship with the other professional advisers that you have dealings with, such as accountants and lawyers. So, if you are interested in hiring a financial planner, ask your other professionals for their recommendations.