Financial Advisor job description @ Vaishnavi Services

Job Description

Financial Advisors generally provide their clients with professional advices on how to manage their money. Their main role involves researching the situation in the marketplace. 

In order to attract Financial Advisors that best matches your needs, it is very important to write a clear and precise Financial Advisor job description.  

Financial Advisor job description

We are looking for a Financial Advosor to join our team! If you love finance and investments and enjoy helping people to make the right investment decisions, you will love this position! 

Financial Advisor duties and responsibilities

• Understand clients financial needs
• Determine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
• Answer clients questions and address concerns
• Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
• Regularly review clients bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
• Manage and regularly update clients portfolios.
• Continuous communication with clients to stay up to date with their financial status
• Building and maintaining your client base.

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Keyskills:   financial audits statutory audit accounting standards financial accounting financial reporting survivor income financial planning wealth accumulation statutory accounting financial advisor