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A portfolio career comprises a variety of roles rather than one job at a single organisation. It can be a career that combines multiple paid and/or voluntary roles. The philosopher and organisational behaviourist Charles Handy popularised the "portfolio" concept [ 1 ] in works like his 1994 book The Empty Raincoat . [ 2 ]
A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice.
A mortgage banker determines whether to approve a borrower for a loan, which is usually accomplished through the banker’s underwriting department. A mortgage banker’s services might include: A ...
Private banking is a general description for banking, investment and other financial services provided by banks and financial institutions primarily serving high-net-worth individuals (HNWIs) – those with very high income or substantial assets.
A personal income statement lists personal income and expenses. Goal setting: Multiple goals are expected, including short- and long-term goals. For example, a long-term goal would be to "retire at age 65 with a personal net worth of $1,000,000", while a short-term goal would be to "save up for a new computer in the next month."
A stockbroker is an individual or company that buys and sells stocks and other investments for a financial market participant in return for a commission, markup, or fee.In most countries they are regulated as a broker or broker-dealer and may need to hold a relevant license and may be a member of a stock exchange.
The Oxford English Dictionary defines "career" as a person's "course or progress through life (or a distinct portion of life)". This definition relates "career" to a range of aspects of an individual's life, learning, and work.