Client advisors offer business or investment advice to help guide clients in making critical decisions. They assess risk and suggest strategies designed to minimize or mitigate losses in the event of an unplanned negative event. They develop an in-depth, comprehensive familiarity with the client’s business in order to provide informed assistance. They prepare strategic plans, presentations, and other materials. These advisors may also be accountable for meeting sales quotas or revenue goals.
Client advisors typically have at least a bachelor’s degree in a business or financial field. They have a business background, with specific emphasis on investments and financial advice. These roles often require the advisor to have or obtain a P&C license or other credentials, and a variety of strict background checks and clearances are routine.