Financial Advisor Job Description Template
A financial advisor is a financial expert who advises clients on investments, retirement, taxes, and other financial topics. The advisor provides advice through in-person meetings, ongoing communication, and through publications.
Financial Advisor Job Responsibilities
- Preparing financial plans and recommending financial products and services to help clients meet future objectives
- Analyzing a client's financial situation, recommending appropriate investments, and executing the investments
- Knowing and understanding products, services, and companies, and suggesting appropriate products and services to clients
- Assisting clients with financial planning during retirement, including durable powers of attorney and estate documents
- Helping clients by reviewing their policies and available coverage
- Advocating for clients in resolving disputes with insurers
- Supporting regular marketing activities and maintaining customer relationships
- Storing client files
Objectives
- Drive business development and prospecting activities through prospect research, cold calling, and client development
- Advise clients on financial products and services available
- Create and review presentations and proposals
- Meet with clients to provide financial advice and products
- Research, review, and approve invoices and payments
- Provide administrative support as needed
Financial Advisor Skills Needed
- Bachelor’s degree in business or finance or related field
- Strong analytical, problem solving, and decision making skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Ability to follow through on tasks, and meet deadlines