Personal Financial Advisors

Course Advisor

United States

On-site

USD 41,590 - 208,000

Full time

14 days+

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Job summary

Course Advisor seeks a Personal Financial Advisor to guide clients in financial planning using expertise in tax strategies, investments, and insurance. Responsibilities include recruiting clients, recommending products, and reviewing accounts regularly to assess needs. Ideal candidates should have strong communication skills and a service-oriented mindset. A solid understanding of financial markets and products is essential. The average salary ranges between $41,590 and $208,000, based on experience and location.

Qualifications

Ability to maintain client relationships effectively.
Experience in recommending financial products and strategies.
Knowledge of various investment options and insurance plans.

Responsibilities

Advise clients on financial plans and strategies.
Recruit and manage a client base.
Review clients’ accounts regularly to assess financial plans.

Skills

Active Listening

Reading Comprehension

Speaking

Judgment and Decision Making

Critical Thinking

Service Orientation

Tools

Microsoft Excel

Microsoft Word

Salesforce software

Oracle E-Business Suite Financials

Microsoft PowerPoint

Intuit Quicken

Job description

Personal Financial Advisor

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.

Responsibilities

Recruit and maintain client bases.
Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
Open accounts for clients and disburse funds from accounts to creditors as agent for clients.
Guide clients in gathering information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
Review clients’ accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

Key Skills

Active Listening: Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Reading Comprehension: Understanding written sentences and paragraphs in work related documents.
Speaking: Talking to others to convey information effectively.
Judgment and Decision Making: Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Service Orientation: Actively looking for ways to help people.

Related Job Titles

Account Executive
Pension Consultant
Investment Consultant
Strategist
Financial Solutions Advisor

Tools and Technologies

Microsoft Excel
Microsoft Word
Microsoft Office
Microsoft PowerPoint
Web browser software
Microsoft Access
Structured query language SQL
Microsoft Dynamics
FileMaker Pro
Salesforce software
Oracle E-Business Suite Financials
Oracle Hyperion
Sage 50 Accounting
IBM Domino
Oracle PeopleSoft Financials
Fund accounting software
IBM Lotus 1-2-3
Swift
Practice management software PMS
Intuit Quicken

Average Salary

Personal Financial Advisors make between $41,590 and $208,000 a year. The highest salaries are earned in New York, District of Columbia, or New Jersey, while Colorado, Delaware, and Arizona have the most job growth.

State Salary Summary