翻译例文赏析--职位描述(Personal Financial Advisors个

Personal Financial Advisors个人理财顾问
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
利用税收和投资策略、证券、保险、养老金规划及房地产等方面的专业知识，向客户提供理财建议。工作职责包括对客户的资产、负债、现金流、保险情况、税收状况和理财目标进行评估。
Sample of reported job titles: Account Executive, Analyst, Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Planner, Investment Advisor, Portfolio Manager, Registered Representative
相应的职位有：业务代表、分析师、注册理财规划师（CFP）、理财顾问、理财咨询师、理财规划师、投资顾问、投资组合经理、注册代表等。
 
Tasks
工作内容
 
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
了解客户目前的收入、支出、保险情况、税收状况、理财目标、风险承受能力等信息，以便制定理财规划。
Answer clients' questions about the purposes and details of financial plans and strategies.
就理财规划和理财策略的目标与细节，回答客户的疑问。
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
在现金管理、保险覆盖、投资规划等方面，向客户提供策略建议，帮助客户实现理财目标。
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
分析客户提供的财务信息，制定相应的理财策略。
Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
具体负责（或交由专人负责）理财规划的落实情况。
Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. 
定期审核客户的理财帐户和理财规划，综合考虑生活变故、经济状况的改变、环境因素和财务状况，确定是否需要对规划进行重新评估。
Manage client portfolios, keeping client plans up-to-date.
管理客户的投资组合，及时调整投资计划。
Contact clients periodically to determine any changes in their financial status.
与客户保持定期接触，随时掌握其财务状况的改变。
Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
向客户提供投资业绩报告、财务凭证和收入预测数据，并就有关信息进行解读。
Recruit and maintain client bases.
维持并增加客户数量。