Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

What is the difference between a Financial Advisor and an Assistant?

April 26, 2017advisor Assistant financial

0

Posted

What is the difference between a Financial Advisor and an Assistant?

1 Answer

0

Posted

A Financial Advisor is someone who actually meets with clients and sells products. An Assistant is someone who does not sell product but assists a Financial Advisor in meeting the needs of the prospects and clients. The Financial Advisor signs the LIFE School License Agreement, gets a license with ING and receives a full set of materials as described here. An Assistant does not need to sign the LIFE School License Agreement, does not get a license with ING and does not receive any materials.