Financial advisor

skills needed

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

Responsibilities 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

a bachelor's degree. Some employers seek a bachelor's in accounting, business, law, or economics. Financial planner education includes coursework in taxes, investments, and risk management.