Financial Adviser Job Description

A Financial Adviser job description template to hire for your Finance department.

About the Financial Adviser position

We are looking for an experienced Financial Adviser who will take the intermediary role to connect our company and our customers. Your duties will include providing customers with financial consulting services and help them utilize their money most efficiently.

We expect you to be able to research marketplace on available products and services٫ identify customers’ needs٫ design financial strategies and close sales.


Financial Adviser responsibilities are:

  • Provide guidance towards profitable and secure financial solutions to the customers
  • Strategic consulting on financial products and services such as cash and debt managementŮ« investmentsŮ« insurance coverage and so on
  • Explore clients' overall financial situationŮ« investigate their needs and suggest solid financial plans
  • Build client base and maintain win-win relationships
  • Explore and generate leads and research opportunities for mutual fundsŮ« stocksŮ« bonds etc to meet sales goals
  • Stay informed about trends and updates of industry niche
  • Review financial plans and optimize them to ensure profits
  • Ensure compliance with all industry rules and regulations
  • Interact with providersŮ« solicitorsŮ« valuers and other professionals


Financial Adviser requirements are:

  • 3+ years' experience of working on a Financial AdviserŮ« Planner (Ů« Specialist ( or other relevant position
  • Solid experience in analysing market’s financial data and providing consulting services in this area
  • Track record of successful financial guidance
  • Significant experience with PCsŮ« particularly with database systems operating
  • Excellent communicationŮ« negotiation and presentation skills
  • AccuracyŮ« close attention to detail and the ability to provide detailed and plain explanations on complex data
  • BS degree in Finance or other related area and a certification such as FCAŮ« CIIŮ« DipFAŮ« CISI or other

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