Advisor vs financial agent it is important, in this sense, not to confuse the concept of "financial advisor" with that of "financial agent". The main difference between the two is that the financial agent offers a vision that focuses on a more macro view of the economy. The function is closer to that of a consultant for a specific moment. The advisor, on the other hand, focuses on more continuous monitoring of the investment client's objectives and their own management.
Characteristics of the financial advisor the main characteristics that the financial advisor must have are the following: accreditation : for the correct performance of a financial advisor, it is necessary that they not only have a high level of knowledge in the area of whatsapp number list taxation and financial management, but also an official certification, which proves their situation. In this case, the cnmv provides a list with the certifying companies , where inesem is located. At the disposal of the investor : another aspect to take into account is related to the constant communication between the client and the advisor, in order to be able to resolve the different queries.
Trust : another characteristic to consider focuses on trust and communication, so that the evolution of the business relationship is effective. Objective in his decisions : it is important that the financial advisor be objective in his decisions, with respect to the investor, in order to be able to offer him the products that best suit his needs. Conclusion about the professional it is important to remember that the financial advisor is that person with the objective, not to sell a financial product, but through his knowledge of the financial and tax field, he can help the investor in making more effective decisions to select a investment financial product. That is, select those that best suit the investor's situation.