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A financial adviser (or advisor) is a professional who provides financial services to clients. According to the U.S. Financial Industry Regulatory Authority (FINRA), terms such as financial adviser and financial planner are general terms used by and for investment professionals.

You will get a complete overview on – becoming a financial advisor, the educational requirements, salary packages, training, certification, how to become independent financial advisor, jobs description, career path, how to study, CFP and what does financial advisor do.

Financial Advisor Job Description. A financial advisor aids the company in financial investment and asset management. Financial advisors also handle the insurance related issues of the clients and help them in making comprehensive plans in future investments.


Personal Financial Advisor. Job Summary. Responsible for providing financial guidance and investment to individuals regarding investment strategies.

Personal Financial Advisor Job Description in PDF.

How to write a Financial Advisor job description. Your job description is the first touchpoint between your company and your new hire.

Merrill Lynch Financial Advisor. Job Description. An entry level position with an established Financial Advisory and Wealth Management Team at Merrill Lynch with a career track to becoming a Merrill Lynch Financial Advisor.

Some jobs, for example as a tied adviser in a high street bank, offer regular office hours. However, flexibility is required if working for a banking contact centre or as an independent financial adviser (IFA), as clients may require evening and weekend meetings.

Financial Advisor: Job Description. Make Money Helping People Manage Theirs.

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