How to write a Financial Advisor job description

Your job description is the first touchpoint between your company and your new hire. 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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What does a Financial Advisor do?

A Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals. Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics, best practices, and pre-established financial plans.

Financial Advisor job title

A great job title typically includes a general term, 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.

Examples of Financial Advisor job titles

  • Financial Advisor
  • Senior Financial Advisor
  • Investment Consultant
  • Financial Advisor (Part-Time)
  • Wealth Management Planner

Financial Advisor job summary

A great job description starts with a compelling 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 a good fit.

Example of a Financial Advisor job summary

Here is your opportunity to become a part of one of the fastest growing financial centers in the US. 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 who the job reports to.

Examples of Financial Advisor responsibilities

  • 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 envision for a successful hire. 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.

Examples of Financial Advisor skills

  • 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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