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Financial Adviser

This is a Financial Adviser job description template. Made for posting on job boards and careers sites. Feel free to edit and customize it.

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Financial Adviser job description

Job description

We are searching for a dynamic Financial Adviser. You are ready to expand our financial market share in a new location.

  • Provide financial guidance and recommendations to make the most out of the given budget.
  • Meet with prospective clients to present financial products and service.
  • Develop appropriate, profitable financial plans according to clients’ needs.
  • Develop, track and achieve weekly goals and objectives.
  • Use Customer Relationship Database to track progress with new prospects.
  • Knock on doors, attend community meetings, and/or cold call to generate new leads and accomplish sales quotas.
  • Ensure compliance with local, state and federal regulations.
  • Collaborate with solicitors, providers, and valuers on a win-win basis.

Job benefits:

  • [X] salary
  • [X] vacation days
  • Sick, personal, and parental leave
  • Child and elder care
  • Health insurance
  • Retirement plans
  • Professional development

Job requirements

  • [X] year(s) experience as a Financial Adviser or relevant roles.
  • A proven track record of sensible financial advice.
  • Strong work ethic and communication skills.
  • Ability to present products in a thorough and convincing manner.
  • Ability to analyze complex data and provide clear solutions and guidance.
  • Strong financial acumen.
  • Excellent verbal and written communication in [X] language.
  • [X] degree in Finance or relevant financial certifications.