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This Financial Advisor job description template is optimized for posting on online job boards or careers pages and easy to customize for your company.

In order to attract Financial Advisor that best match your needs, it is very important to write a clear and precise job description.

Financial Advisor job description example

We are looking for a Financial Advosor to join our team! If you love finance and investments and enjoy helping people to make the right investment decisions, you will love this position!

Financial Advisor duties and responsibilities

  • Understand clients’ financial needs
  • Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
  • Answer clients’ questions and address concerns
  • Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
  • Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Manage and regularly update clients’ portfolios.
  • Continuous communication with clients’ to stay up to date with their financial status
  • Building and maintaining your client base.

Financial Advisor requirements and qualifications

  • Bachelor’s degree in business, finance or related field.
  • 1-2 years of  experience as a Financial Advisor or similar role
  • Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred)
  • Life and health license
  • Valid driver’s license
  • Knowledge of securities and insurance industries
  • Proficient in Word, Excel, Outlook and PowerPoint
  • Sense of ownership and pride in your performance and its impact on company’s success
  • Critical thinker and problem-solving skills
  • Team player
  • Good time-management skills
  • Great interpersonal and communication skills
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