You might hire a financial advisor to:
- Assist clients with estate and tax planning
Put together income projections and investment-performance reports
Monitor market trends and tax laws to provide informed advice
Develop strategies that allow clients to reach their financial goals over a certain horizon or timeframe
Required skills and qualifications | Preferred skills and qualifications |
Experience in finance or related field | Collaborative and communicative working style |
Personal integrity | One to two years’ work experience in finance or accounting |
Up-to-date qualifications relevant to country of employment, such as FCA, CII, DipFA, CISI, FINRA Series 7 and 63 securities registration | Familiarity with how to perform market research |
Good interpersonal skills | Certification in finance relevant to country of employment, like 65 or 66 securities registration |
Attention to detail | Experience with client-based work |