Financial Adviser

Business, Legal & Accounting Glossary

Definition: Financial Adviser


Quick Summary of Financial Adviser


A Financial Adviser is any individual who provides financial services to other individuals, businesses, or governments. He/she services clients in planning and arranging their financial affairs by way of savings, taxes, retirement conditions, and wills. Financial planning for a client can involve investment advice, pension planning, and/or insurance advice. The goal of the financial advisor is to use asset allocation to achieve the desired equilibrium of capital gains, investment income, and a satisfactory level of risk. He/she utilizes many products to meet the needs of the client including stock, bonds, mutual funds, REITs, options, futures, notes, and insurance products.




Cite Term


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Page URL
https://payrollheaven.com/define/financial-adviser/
Modern Language Association (MLA):
Financial Adviser. PayrollHeaven.com. Payroll & Accounting Heaven Ltd. September 22, 2021 https://payrollheaven.com/define/financial-adviser/.
Chicago Manual of Style (CMS):
Financial Adviser. PayrollHeaven.com. Payroll & Accounting Heaven Ltd. https://payrollheaven.com/define/financial-adviser/ (accessed: September 22, 2021).
American Psychological Association (APA):
Financial Adviser. PayrollHeaven.com. Retrieved September 22, 2021, from PayrollHeaven.com website: https://payrollheaven.com/define/financial-adviser/

Definition Sources


Definitions for Financial Adviser are sourced/syndicated and enhanced from:

  • A Dictionary of Economics (Oxford Quick Reference)
  • Oxford Dictionary Of Accounting
  • Oxford Dictionary Of Business & Management

This glossary post was last updated: 26th April, 2020 | 2 Views.