Who are Financial Advisor ?
Financial advisors help their clients make financial decisions based on their long-term and short-term goals. These decisions are based on their current financial situation and the advisors advise them on how to go about their decisions. These decisions may include buying a house, paying for education, starting a business, retirement, taxes, investments, insurance planning, mortgages, etc.
What do Financial Advisor do?
Financial advisors are responsible for analyzing and making decisions about a client’s investment plans. They regularly meet up with their clients to discuss these plans and financial strategies. They research the market for potential investments and help clients to manage their capital accordingly.
Job brief
We are on the lookout for a financial advisor to join our team. We require an enthusiastic advisor to regularly communicate with our clients to discuss their financial goals, analyze their risk tolerance, and lay out a reasonable financial plan.
To be successful in this role, you need to have a deep understanding of the latest financial products in the market and have the required licenses. If you love helping people make the correct investment and financial strategies, you are right for this position.
Duties and Responsibilities
- Market research and analysis
- Assess the clients’ financial goals and requirements
- Recommend and execute financial strategies
- Identify new opportunities in the market
- Manage and update client portfolios
- Keep a check of the client’s bank and other financial accounts
- Understand potential economic changes
- Keep in touch with clients regularly to stay up-to-date on their financial status
- Develop and maintain a well-defined client base
Key requirements
- Bachelor's degree in business, finance, or related field.
- Life and health license
- Certified Financial Planner License
- Knowledge of mutual funds, securities, and insurance industries.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Comfortable using a computer for various tasks.
- Experience providing quality financial advice.
- Sense of ownership and pride in your performance and its impact on the company’s success
- Critical thinker and problem-solving skills
- Team player
- Good time-management skills
- Great interpersonal and communication skills
