Financial Advisor Job Description

November 25, 20110 Comments

Financial Advisor Job Profile and Description

The financial adviser is the one who has to provide financial planning and investment advice to the corporate organizations and governments. The main responsibility of a financial advisor is to help the involved parties and clients. The services provided by a financial advisor usually make strategizing for events such as huge asset acquisition or retirement easier for the clients. He or she has to maintain a good balance of investment earnings, assets and an acceptable risk level. The financial advisors basically needs to advise the clients regarding financial investments such as stocks, bonds, mutual funds and other investment strategies.

Duties and Responsibilities

There are the following duties and responsibilities of a financial advisor which have to be fulfilled:

  • The advisor has the first and foremost responsibility to advise the clients depending upon the short or long term financial goal.
  • It is necessary to first consider the financial needs of the customers for advising depending on his or her financial situation.
  • He or she needs to advise the clients about the fund specific projects they would like to undertake.
  • He or she may undertake the retirement planning for clients.
  • It will be also needed to advise the clients about the best real estate investment opportunities available in a specific market.
  • The financial advisor is responsible for pooling the shareholder’s wealth when employed in a mutual fund.
  • He or she has to invest the wealth in viable group assets according to the fund’s objectives.
  • He or she has to ensure that the willingness of a client towards a specific investment decision as well.
  • The financial advisor has the duty to help the client balance in the acquisition of assets.
  • He or she needs to keep in mind the need to liquid cash to meet his day to day expenses.

Skills and Specifications

The required skills and specifications are as follows:

·         The person should have the excellent communication skills.

  • The person must have proven a record of acting for the best interests of the investor.
  • He or she must have the necessary financial knowledge in insurance, retirement accounts, tax services and financing accounts things.
  • He or she must have registered him or her as a financial advisor with the necessary authorities.
  • He or she needs to be very trustworthy and objective to do the job.

Education and Qualifications

  • The basic degree required to do the job is a degree in Financial Accounting and Management to do the job.
  • It will be an added advantage for the person having a CPA or an MBA degree.

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