Financial Advisor United States

What does a Financial Advisor do?

From 7,485 current Financial Advisor postings that list skills.

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What the job involves

  • Meet with clients to understand their financial goals and needs.
  • Develop and implement financial plans to help clients achieve their goals.
  • Manage investment portfolios and recommend appropriate investment strategies.
  • Build and maintain relationships with clients to grow the business.
  • Educate clients on financial products and market trends.
  • Collaborate with other professionals to provide comprehensive solutions.
  • Monitor client accounts and adjust plans as needed.
  • Stay current on industry regulations and best practices.

Summed up from 30 recent Financial Advisor job postings.

Skills employers ask for

  • Risk Management 2 in 10 postings
  • Client Relationship 2 in 10 postings
  • Client Relationship Management 2 in 10 postings
  • Financial Services 2 in 10 postings
  • Investment Management 2 in 10 postings

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Out of 7,485 postings that list skills.

Certifications and licenses

  • Certified Financial Planner 3 in 10 postings
  • Series 66 3 in 10 postings
  • Series 7 2 in 10 postings
  • Securities Industry Essentials 1 in 10 postings
  • FINRA Licenses 1 in 10 postings
  • CFA 1 in 20 postings
  • Driver's License 1 in 25 postings
  • Mutual Fund License 1 in 40 postings
  • Series 65 1 in 40 postings
  • CPA 1 in 40 postings

What employers name in their postings. Rules differ by state.

Experience asked for

  • No experience needed 1 in 150 postings
  • 1 to 2 years 5 in 10 postings
  • 3 to 4 years 3 in 10 postings
  • 5 years or more 2 in 10 postings

Typical ask: 3 years.

Education asked for

  • High school diploma or GED 2 in 10 postings
  • Bachelor's degree 8 in 10 postings
  • Master's degree 1 in 35 postings

Among postings that say.

Is this role in demand?

4,925 open Financial Advisor jobs across the US right now.

Most openings

Typical pay $85,000 a year (most between $73k and $130k). See the full salary breakdown

Skills for related roles

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