You might hire a financial advisor to:

  • Assist clients with estate and tax planning
  • Put together income projections and investment-performance report

  • 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 66 or 67 securities registration
Attention to detail
Experience with client-based work