HR management

Financial advisor job description

This article include content: job purpose, key duties/responsibilities and related documents of Financial advisor.

Job purpose of Financial advisor (vice president)

To provide clients with advice on financial matters, making recommendations on ways to best utilize their money.

I. Key duties/responsibilities of Financial advisor:

1. Providing clients with information on new and existing products and services.
2. Assisting clients to make informed decisions.
3. Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
4. Preparing and sending out annual summaries of investment and pension and cost details to clients.
5. Talking to groups and individuals about personal finance.
6. When employed by a mutual fund, the financial advisor is responsible for pooling the shareholder’s wealth and investing the same in viable group assets according to the fund’s objectives.
7. Assures that the willingness of a client towards a specific investment decision is complimented by a clear understanding of the risks involved.
8. Researching information from various sources, including providers of financial products.
9. May undertake retirement planning for clients.
10. Advise clients on the best real estate investment opportunities available in a specific market.
11. Promoting and selling financial products to meet given or negotiated sales targets.
12. Offering the best possible asset management advice.
13. Advising clients on how best they can fund specific projects they would like to undertake.
14. Negotiating with product suppliers for the best possible rates.
15. Maintaining detailed records to comply with the regulations of the financial services authority.
16. Discussing and evaluating the financial and investment needs of each client.
17. Liaising with head office and financial services providers.
18. Keeping up to date with financial products and legislation.
19. Liaising with other professionals, such as estate agents, solicitors and values.

II. Related docs to job description:

• Financial advisor job specification

• 20 financial job descriptions samples.

• All financial KPIs.

• 5 steps to writer write an effective job description.

• 12 tips to write job description.

• Job description form.

• Financial interview questions.

• Financial cover letters.

• All samples of Financial resumes

You also can save as this free file as pdf/doc or download free career, KPI ebooks at sidebar. Update: 2011.