Financial Adviser Job Description

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Financial Adviser

Financial Adviser responsibilities

  • Providing strategic advice across a variety of financial products and services
  • Assessing client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guiding clients towards a profitable and secure financial decision

Financial Adviser Job Description Template

Job Brief

We are looking for a Financial Adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.


  • Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
  • Assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build win-win relationships
  • Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
  • Keep abreast of new industry’s trends and research market to back up financial consulting
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations
  • Liaise with providers, solicitors, valuers and other professionals


  • Proven working experience as a Financial Adviser, Controller, Planner, Specialist or relevant experience
  • Track record of successful financial guidance
  • Ability to analyse market’s financial data and to provide appropriate data-based advice
  • Strong communication, negotiation and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to operate database systems
  • Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
  • BS degree in Finance or related field

Financial Adviser Job Description Examples

Remote Financial Adviser • Primerica

Job description:

Primerica is uniquely positioned to understand the needs of our clients because our representatives come from Main Street, just like the clients we serve. Our representatives come from all walks of life and from communities and neighborhoods all across North America...

Our goal is to empower you to make informed financial choices through education and then match you with the ...

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Financial Advisor • Citizens


Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry...

Focused on growing our market share, we're hiring Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products.Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective cli...

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Entry Level Financial Advisor • Fidelity Investments

Job Description:

Have you recently graduated or will be graduating in 2022 from college and looking to explore a sales career with an industry leader? Are you a highly innovative, upbeat, self-motivated individual who thrives in a collaborative, fast paced, and customer focused environment? If yes, please consider joining Fidelity Investments’ sales teams where you will become part of a team.....

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Digital FP&A Financial Advisor - Remote • TTEC

Digital Financial Adviser

TTEC is seeking an experienced Financial Advisor to join our Digital Financial Planning & Analysis team...

The finance function at TTEC provides a unique opportunity for career growth in this market. TTEC is one of only a few global, public companies headquartered in Colorado. TTEC’s expanded focus is being built through a strategic combination of organic growth and ...

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