Financial Advisor Job Description Sample

Working as a Financial Advisor means you'll be providing financial planning and support to clients to help them achieve their goals. A Financial Advisor works to assist clients regarding the maintenance of their current portfolios and assets. They also assist clients with obtaining additional assets as the client sees fit or desires. Each of these recommendations must be done with adherence to best practices, ethics, and financial plans that are pre-established.

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Financial Advisor Job Description Sample

Here’s an example of a good Financial Advisor job description:

We're seeking a qualified financial advisor to work as an intermediary between our customers and our company. It will be your responsibility to provide each of our clients with the best financial guidance. You'll also be responsible for making recommendations for how they can utilize their money in the best way. Ideal candidates can perform market research regarding available products and services, identify the client's needs, design strategies, and close the deal.

Financial Advisor Salary

According to data collected from U.S. News & World Report, the average median pay for financial advisors in the nation is $90,640.00 as of 2017. The top 25% working that year made $165,680.00, while the bottom 25% earned $57,380.00.

Financial Advisor Job Description For Resume

A Financial Advisor position may have a description similar to this one in an executive summary, professional summary, or resume:

I'm an experienced financial advisor who has successfully managed financial projects from creation to completion. I excel at collaborating with team members of all levels. My objective is to meet and exceed all organizational goals. I can work well in a highly-competitive environment where leadership is imperative for success.

Financial Advisor Skills

Financial Advisor Duties & Responsibilities

Here’s an example of a Financial Advisor’s duties and responsibilities:

Financial Advisor Requirements

Financial Advisor Job Description

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Financial Advisor Job Description Template

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author: patrick algrim
About the author

Patrick Algrim is an experienced executive who has spent a number of years in Silicon Valley hiring and coaching some of the world’s most valuable technology teams. Patrick has been a source for Human Resources and career related insights for Forbes, Glassdoor, Entrepreneur,, SparkHire, and many more.


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