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A chartered financial advisor is  an individual who assists clients with investment decisions. The financial advisor provides analysis of various investment vehicles and financial instruments. This analysis is used by the advisor to offer guidance to the client regarding the clientâs financial planning and investment strategy.
A financial advisor may also be called a financial planner. While there may be no official requirements for financial advisors, most employers prefer those who have a college education. Some colleges and universities offer undergraduate and graduate degree programs in financial advising.inancial advisors assist clients in personal financial matters, such as retirement planning, investment strategies and insurance options. These advisors need a keen understanding of banking, insurance and stock market practices.