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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.
Itâs an exciting time to be a financial advisor, since several decades ago, the position didnât really exist. You were either a stockbroker or a community banker or even in insurance sales, according to James Kinney, a certified financial planner and founder of the New Jersey-based Financial Pathways. Now, however, financial advisors perform all these roles, from small independent practices to big investment firms.