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Nancy had a year career as an investment and insurance advisor with two large wealth management firms, building and presenting client financial plans and. They're basically like a personal trainer at the gym, but for your finances. You definitely don't need them to get decent results, but if you. A financial advisor answers your one-off concerns, while a planner helps your finances holistically. A financial advisor answers your one-off concerns, while a planner helps your finances holistically. Need a financial advisor job description template? Here's a free, customizable template to work from, which has been optimized for peak performance.