Financial Advisor Job Description Sample

Financial advisor job description:

Financial advisors help clients on investments, taxes, estate planning, savings accounts, insurance, mortgages, and retirement.

Responsibilities of a financial advisor:

• Answer client queries on finance
• Plan strategies to help put clients in insurance coverage, investment, and finance management
• Maintain a good rapport with clients
• Help client meet their financial goals
• Assist clients on investments
• Prepare reports and documents
• Analyze client data and update their profile
• Monitor accounts
• Find new opportunities for clients  to invest

Requirements

• Bachelor’s degree, and finance, economics, and accounting
• Analytical skills
• Communication skills
• Reporting skills
• Interpersonal skills
• Computer knowledge

Salary:

 The salary of a financial advisor ranges from $57,380 to $162,680 and the average is around $90,640.