An investment consultant is a financial expert who offers planning, guidance, and/or investment products to investors. Investment consultants work closely with clients to develop customized investment plans that help them meet their needs and achieve their financial objectives. Investment consultants would include several financial planners and experts. Investment consultants may operate independently for a bank or an investment firm and have experience in a wide range of financial areas. They often hold a work license, have experience in the financial services sector, and have received education in a related discipline. A financial advisor assists customers in creating and implementing investment plans as well as managing their portfolios. Investment consultants, like other financial advisors, keep a close eye on their clients' investments and collaborate with them to modify their holdings as their goals change over time.
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