Financial Advisor
Job Description Template

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Job Overview

We plan on hiring a competent Financial Advisor who will act as an intermediary between our company and our clients. You will be providing financial assistance to our customers and make recommendations for the best mediums to utilize their money. You must have the skills to conduct market research on available products and services, identify the customers’ requirements, devise different financial strategies and close a sale.

If you are meticulous, have an analytical mind, customer-oriented, we certainly would like to have you on-board


  • Provide strategic assistance across a number of different financial products and services (investments, insurance cover, cash management, debt management)

  • Assess customer’s overall financial situation, understand their requirements and come up with a sound financial plan

  • Guide customers towards a secure and profitable financial decision

  • Grow a customer base and develop win-win relationships

  • Build a network, generate leads, get hold of opportunities to sell stocks, mutual funds, bonds etc to meet the sales quotas

  • Keep abreast of the latest industry trends and conduct comprehensive research in the market to support financial consulting

  • Administer the course of a financial plan and keep it up-to-date, if required, to ensure profits

  • Liaise with valuers, solicitors, providers and other professionals


  • Bachelor’s degree in Finance or related field

  • Proven work experience as a Planner, Controller, Financial Advisor, Specialist or similar role

  • Up-to-date certifications of CISI, DipFA, CII, FCA or others

  • A strong track record as a successful Financial Advisor

  • Ability to analyze market’s financial data and being able to provide suitable data-based recommendations

  • Excellent communication, presentation and negotiation skills

  • Outstanding computer knowledge and capability to operate database systems

  • Attention to detail, accuracy, and ability to explain complex details clearly

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Zulma Velasquez, Talent Acquisitions Manager at Jar House LLC
Zulma Velasquez
Jar House, United States
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