Financial Advisor offers financial advice to clients. This position’s main responsibility is to help clients feel comfortable. As a Financial Advisor, one should be knowledgeable about the regulatory changes as well as economic trends. With this position, you must have an assessment of an individual’s financial needs and assist them with tax laws, investments, and insurance decisions. The job of a Financial Advisor also includes helping clients to plan for their long-term and short-term goals like retirement and education expenses. The roles and responsibilities of a Financial Advisor include explaining their provided financial services, meeting the clients personally for the discussion of their financial goals, recommending investments to customers, checking the client’s accounts, and identify changes required to enhance the account performance. You are also responsible informing your clients regarding investment options and possible risks. 

 

 The requirements for this job position include a Bachelor’s degree in finances, business, and other related fields. You must also have at least 1-2 years of experience in sales. It is also important that you’re knowledgeable in securities, mutual funds, and insurance industries. You need to have the skill to offer quality financial advice. You must be proficient in Excel, Word, PowerPoint, and Outlook. Create your Financial Advisor Resume by clicking on ''Use this Resume'' button.