what does a financial advisor do?
What does a financial advisor do?
Financial advisors helps you grow your wealth and achieve your financial goals.
Cultivates client relationships via calls, emails, meetings, and referrals to learn about their financial situations and goals.
Explain the differences in investment vehicles so clients can make informed decisions about their investments.
Provide financial planning support to clients and respond to prospective customer queries when necessary.
Stay abreast of latest legislative changes that may affect investing and financial planning.
Bachelor’s Degree in Finance or related required
CFP designation and investment licenses required or mandated to pass during a first few months
Strong knowledge of the investments and understanding of financial planning concepts
Experience with financial planning software
Excellent computer skills
Strong organizational and communication skills
National Average Salary
The average salary for a Financial Advisor is $67,340 per year in the United States in 2019.
*Our salary estimates are based data collected anonymously and varies greatly by experience, location, industry and other factors. These estimates should only be used as a guideline and only given to the for the purpose of general comparison only.
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