Financial Advisor

Financial Advisor Job Description Template

Our company is looking for a Financial Advisor to join our team.


  • 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.


  • 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.