Financial advisor

Skills Needed

Client relationship skills. ...
Business development skills. ...
Research. ...
Wealth management. ...
Analytical thinking. ...
Interpersonal communication. ...
Detail orientation. ...
Empathy.

Responsabilities needed

Understand clients' financial needs.
Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance.
Answer clients' questions and address concerns.

Qualifications & Competencies

customer service skills for finding out customer needs.
knowledge of economics and accounting for understanding financial markets and products.
maths knowledge for creating financial plans.
the ability to sell products and services.
excellent verbal communication skills.
active listening skills.