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Financial Advisor Job Description: Top Duties and Qualifications

Your job description is the first contact between your company and your new recruit. With millions of people searching for jobs on Indeed each month, a great job description can help you attract the most qualified candidates to your open position. To get you started, here are some tips for creating an effective job description.

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Financial Advisor job title

An effective job title wiil typically include a general term, the level of experience and any special requirements. The general term will optimize your job title to show up in a general search for jobs of the same nature. The level of experience will help you attract the most qualified applicants by outlining the amount of responsibility and prior knowledge required. And if your position is specialized, consider including the specialization in the job title as well. But avoid using internal titles, abbreviations or acronyms to make sure people understand what your job posting is before clicking.

  • Financial Advisor
  • Senior Financial Advisor
  • Investment Consultant
  • Financial Advisor (Part-Time)
  • Wealth Management Planner
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Financial Advisor Job Description Examples:

Example 1

Job Summary (Descriptions) :The candidate will be part of an application in the Financial Sector and take care of business development by building relationships with potential clients. All products & services are highly niche. Candidates will undergo training in F&O Segment and will have exposure to Derivative analysis through our training programme. Duties1. Handling Incoming and outbound calls. 2. Working towards converting the potential clients to our clients by providing them with detailed information & solving their queries. 3. Build Relationships with existing as well as future clients 4. Partake in strategizing new initiatives for growing business with a quantifiable end product. 5. Rotational Shifts are limited to only 2 instances in a month. For working on any non-working days (weekends or public holidays) as per the team’s requirement, a compensatory off for the same will be provided. Key Responsibility Areas (KRAs) :Reasonable Revenue Targets linked with very attractive Incentives. Criteria for Applying 1. Have an interest in Financial Markets. Prior Knowledge of the same will act as an advantage 2. Open to learning new things 3. Good communication skills (Languages known: English, Hindi, Marathi, Telugu, Gujarati, etc. Any other languages known will provide an edge. 4. Persuasive in nature with good negotiations skills 5. Ability to work in a fast-paced environment 6. Target Driven/Result Oriented 7. Experience: 0 to 3 years. CTC Offered: INR Up to 3 LPA Plus Incentives  Upon consistent performance, an employee can earn upto 40-75% of their Salaryas their monthly incentive. Job Location: Andheri East, Mumbai . Since the targets are reasonable and achievable, an employee gets to enjoy Job Stability despite it being a target-oriented role. 2. Opportunity to earn Higher Income with the help of our lucrative incentive structure (Example Attached in Annexure) 3. Few of the major factors which differentiate this profile from any other sales job are:  Complete Desk Job,  No Cold Calling involved,  Leads are provided directly making it easier to have a clientele,  Focused on single product selling 4. Dress code – Formals are not mandatory.

Job Types: Full-time, Regular / Permanent

Salary: ₹15,000.00 - ₹30,000.00 per month

Benefits:
  • Cell phone reimbursement
  • Commuter assistance
  • Health insurance
  • Internet reimbursement
  • Leave encashment
  • Life insurance
  • Provident Fund
    Schedule:
  • Day shift
  • Flexible shift
  • Rotational shift
    Supplemental pay types:
  • Commission pay
  • Joining bonus
  • Overtime pay
  • Performance bonus
  • Quarterly bonus

    COVID-19 considerations:
    Not applicable now.

    Ability to commute/relocate:
  • Andheri, Mumbai - 400093, Maharashtra: Reliably commute or planning to relocate before starting work (Required)

    Experience:
  • total work: 1 year (Required)

    Speak with the employer
    +91 Start Date: 25/11/2022

    • Example 2

    Job Summary
    Work From Home / Earn handsome amount of money / Upto 50,000 per month / Ease in work / Ideal work experience for Freshers, Housewifes, Students, Part-time earners, Anyone who is interested in making money. Lots of work opportunities / Earn International and Domestic Trips as well / No Time Boundation / No Target / Hassle Free Work / Basic Knowledge of Computer / Good Communication / No Degree Required.
    Responsibilities and Duties
    > Provide Day-to-Day report on Call / Mail.
    > Generate Clients.
    Key Skills
    Communications, Emails, Hindi, English, Excel, Gmail, Part Time, Learner, Fresher
    Required Experience and Qualifications
    : No experience required.
    : No Degree/Diploma required.
    : Basic or Working Knowledge of Computer.
    : Good Communication.
    : Ideal for everyone.
    Benefits
    > Product Training will be provided.
    > Material will be provided.
    > 24*7 communication available.
    > Seniors will be available for meeting.
    > Incentives and Tours will be provided.

    Job Types: Part-time, Freelance
    Contract length: 12 months
    Part-time hours: 56 per week

    Salary: From ₹10,000.00 per month

    Benefits:
  • Flexible schedule
  • Work from home
    Schedule:
  • Flexible shift
    Supplemental Pay:
  • Commission pay

    COVID-19 considerations:
    All staff Vaccinated. Mask is Mandatory. Sanitization done time to time. Work from home work: 1 year (Preferred)

    • Financial Advisor job summary

    A good job description starts with an attention-grabbing summary of the position and its role within your company. Your summary should provide an overview of your company and expectations for the position. Outline the types of activities and responsibilities required for the job so job seekers can determine if they are qualified, or if the job is suitable for them.

    Example of a Financial Advisor job summary

    Here is your opportunity to become a part of one of the fastest growing financial centers in India. Our organization is looking for an established and experienced Financial Advisor to assist our clients in managing their portfolios and investment strategies. The successful candidate will provide savings and protection solutions to help clients plan for all of life’s circumstances, both expected and unexpected. If you’re looking for a chance for great income potential, independence and flexibility, we encourage you to apply today.

    Financial Advisor responsibilities and duties

    The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to.

    • Provide financial planning support to clients
    • Support investment professionals to cultivate client relationships
    • Prepare financial plans and check their accuracy
    • Respond to prospective customer queries about financial planning
    • Assist in the development plans for the company
    • Offer subject matter expertise to fellow Financial Advisors
    • Maintain awareness of latest legislative changes that may affect financial planning

    Financial Advisor qualifications and skills

    Next, outline the required and preferred skills for your position. This may include education, previous job experience, certifications and technical skills. You may also include soft skills and personality traits that you expect from a successful candidate. While it may be tempting to include a long list of skills and requirements, including too many could dissuade qualified candidates from applying. Keep your list of qualifications concise, but provide enough detail with relevant keywords and terms.

    • 5+ years’ industry experience as a Financial Advisor
    • CFP designation
    • Bachelor’s Degree in Finance or related field
    • Experience managing assets under management (AUM) of $10+ million
    • Possess strong knowledge of the investment business and strong understanding of financial planning concepts
    • Experience with financial planning software
    • Excellent computer, interpersonal and communication skills
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    Job Description Examples

    Need help writing a job description for a specific role? Use these job description examples to create your next great job posting. Or if you’re ready to hire, post your job on Indeed.

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