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Wall Avenue companies label their salespeople “Monetary Consultant” or “Vice President of Investments” (I know, I had both titles at points in my career) - outstanding job titles to say the least, and most certainly comforting in nature to the consumer.
You need to interview several advisors earlier than you choose one, and it's best to feel comfortable that the advisor you choose: (1) communicates with you openly and instantly, and is willing to fulfill with you regularly, (2) shares your investment philosophy and places funding plans in writing, (three) believes that client schooling is essential along with being highly educated himself, and (4) puts a precedence in your needs and aims.
You might marvel what a monetary advisor does along with your money and how this skilled decides on the perfect investments and plan of action for you. Watch out for any financial advisor who is consistently pushing these higher-commission merchandise, as he may be doing so for the good thing about his pocket rather than yours.