Financial advisors help clients plan for their short-term and long-term financial goals, including buying a home, paying for their children's education, and retirement. They might also provide investment, tax, and insurance advice. Financial advisors spend much of their time researching and analyzing investment opportunities and meeting with clients and potential clients to go over investment strategies. Financial Advisor Duties and Responsibilities Typical job duties for a financial advisor include: Market research Market analysis Recruit and solicit clients Assess clients' needs and goals Recommend strategies Execute strategies Monitor accounts Identify new opportunities Follow Securities and Exchange Commission regulations1 Financial advisors assist individuals with their investment strategies by assessing clients' financial situations and making recommendations. Advisors often execute strategies for clients. Clients' needs can be varied, including both short-term and long-term goals, and advisors will need to present a strategy that addresses all needs. For example, a client may want to build a retirement fund in addition to saving for children's college expenses that may be only a few years in the future.Financial advisors help clients plan for their short-term and long-term financial goals, including buying a home, paying for their children's education, and retirement. They might also provide investment, tax, and insurance advice. Financial advisors spend much of their time researching and analyzing investment opportunities and meeting with clients and potential clients to go over investment strategies. Financial Advisor Duties and Responsibilities Typical job duties for a financial advisor include: