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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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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