Browse Financial Advisor jobs

The job of a financial advisor is a job with high responsibility levels. As a financial advisor, you are responsible for advising your clientele on their financial matters and portfolios, and advising on the best market-related ways for spending, saving, investing and managing their finances. Detailed consultation with clients are necessary. The financial advisor should have a good understanding of the client's financial needs, and likewise the client should have a very good understanding of how his or her money will be invested by the advisor.

Financial advisors have the option of working in a variety of departments, including investment, personal or employee retirement, retirement planning, insurance, mortgage, estate planning and saving plans. The industry is strictly governed and financial advisors have to adhere to industry codes and regulations. These strict regulations are in place to prevent fraud, and to protect both the financial advisor and his or her client. The financial advisor's job is not always office bound and the advisor is required to liaise and meet with financial institutions, banks and clients on a regular basis. Finally, the financial advisor needs to keep a close eye on financial markets and global trends – as this is how the advisor can successfully advise his or her client in financial planning for tomorrow.

Responsibilities & Skills

The financial advisor is responsible for regular financial reviews of their clients' financial portfolios, with review recommendations and consultation with individual clients. Good analytical skills are therefore required. The financial advisor needs to draw up financial programmes and plans for individual clients, and pair the best financial products with the client's needs. Selling financial products are central to the job – good salesperson skills are a must! Financial reporting including the development of financial strategies are two other key responsibilities of the job.

- Good analytical, research, mathematical, planning and financial skills
- Excellent communication and negotiating skills
- Ability to work according to strict guidelines

Required Qualifications

• Bachelors Degree in Finance, Economics, or Accounting
• Completed internship / training program at financial companies
• On-going professional development is advisable

Useful Links

• Financial Planning Association of Australia
• Independent Financial Advisors Association of Australia
• Association of Financial Advisors