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Profession BundlesThe AI Career Lab
Financial Advisor Bundle
What it does
A profession skill bundle for financial advisors — plan summaries, review letters, tax-loss harvesting, ESG screens, and SEC/FINRA/IRS regulatory tracking. Stacks on Anthropic's free wealth-management plugin.
How to install
Installable as a Claude plugin bundle. In Claude Code run /plugin install, or browse the bundle at the linked page.
View this bundle