JOB DESCRIPTION:

A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning, investments and insurance options. Their duties include meeting with clients to establish their needs and onboarding them into the company through giving them investment/insurance plans that suits their specific needs.

RESPONSIBILITIES:


Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
Securing  and establishing progressive savings accounts
Performing market research to stay current with financial trends
Preparing financial documents, such as income projections and investment reports
Maintaining compliance with all rules and regulations in the financial industry
Identifying and pursuing potential clients to maintain a strong client base


SKILLS:

A Financial Advisor uses many soft skills and a variety of industry expertise to help clients reach their financial goal and improve their employer’s business, including:


In-depth understanding of employer, industry and federal regulations guiding the financial industry space.
Knowledge of financial options, including investments, savings accounts options
Proficiency with word processing, spreadsheet and power point.
Thinking skills and the ability to assess clients’ needs
Excellent communication abilities, including writing, speaking and active listening
Effective sales, presentation and customer service skills
Good organization and time management skills.


EXPERIENCE:


Minimum experience =0
Maximum experience = 3 years


REMUNERATION:


Commissions
Performance pays
Incentives