Financial Advisor Job Description Template
Our company is looking for a Financial Advisor to join our team.
Responsibilities:
- Provide financial planning support to clients;
- Spend the day talking to clients about the financial objectives and recommend appropriate fianacial planning strategy;
- Performs daily prospecting of clients;
- Regularly update clients on market situation and recent economic development, also status of their accounts;
- Building and maintaining clients data base;
- Attend weekly meeting, trainings and team huddles;
- Providing quality services to clients and make an impact to people’s lives;
- Support investment professionals to cultivate client relationships;
- Recruiting potential business partner that will contribute to the growth and performance of the team;
- Prepare financial plans and check their accuracy.
Requirements:
- Communication skills;
- Interpersonal skills;
- Computer Literacy / Basic Computer Skills;
- Strong people skills with an established network of personal and business contacts is necessary;
- Referral Maximization;
- Displays genuine commitment to clients and probable clients;
- BPO;
- Achievement of agreed financial objectives (e.g., growth in revenue, achievement of sales targets);
- Age 25 – 45 years old;
- Fresh graduates are encouraged to apply;
- Can work in a high pressure environment;
- Creative and flexible as an individual and as a team member;
- Strong interpersonal and communication skills;
- Clear ITC, with no criminal record is mandatory will be checked;
- Willing to commit 15 Hours per week.