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If you are people’s person, have analytical skills and technically smart then consider career as Financial Advisor which holds bright prospects and a lot of diverse job opportunities within the field.
We all need expert financial advice in today’s fast paced world on- how to save to buy new house or car, how to plan retirement or get the best insurance policy, where to invest, how to save taxes, the best insurance scheme, which fund to invest in, which stock to hold, which one to sell; the answers to all these questions comes under the job profile of Personal Financial Advisors.
Roles of Personal Financial Advisors
Contacting clients and setting up meetings
Explain the types of financial services they provide
Educate clients and explain about investment options and potential risks
Recommend investments to clients
Help clients plan for specific circumstances
Monitor clients' accounts
Research investment opportunities.
Skills of Personal Financial Advisors
Analytical skills to take sound decision
Interpersonal skills to establish trust with clients
Math skills are very important as they constantly work with numbers
Selling skills comes handy to expand their base of clients
Speaking skills will help the Personal financial advisors explain complex financial concepts in understandable language.