Financial Adviser Job Description

Use this Financial Adviser job description template to advertise the open roles for free using You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.

Financial Adviser

Financial Adviser duties and 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
Last Updated 09 Jan, 2023

Financial Adviser Job Description Examples

Financial Advisor• Gen X Wealth Partners

Fellow Advisor,

Do you feel unappreciated...

Are your ideas not taken seriously?

Are tired of making your bosses rich instead of yourself?

Do you feel like you are a small fish in a big sea?

Do you want to differentiate yourself?

Do you want to be able to let your creativity be seen?

Have you considered working within a niche with immense growth potential?

Do you want better work/life b...

Read more
Us Experienced Financial Advisor• Edward Jones

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they c...

Read more
Financial Advisor• Elite Professionals Inc.

With more than 20 years of experience working with Advisors, we can get you up and running quickly and efficiently while ensuring a smooth transition for both you and your clients. On day one, your dedicated service and relationship management team begins working with your Implementation Project Manager and transition team — so we're ready to support you right from the start.

Your experienced....

Read more
Entrepreneurial Financial Advisor Position• Evolution Financial Group

Are you looking to own your business, but not be in business by yourself?

If so, consider Evolution Financial Group where you can thrive as a financial professional...


The prospect of launching a career in the financial services industry can be an intimidating task with many unanswered questions. Where can I begin to learn and increase my knowledge of the financial serv...

Read more
Find candidate emails
on Linkedin

Gather verified email addresses & phone numbers directly from LinkedIn, reach out, and see when candidates open your emails.

Get Started Free