Financial advisors help clients identify and prioritize their financial goals and objectives.
Advisors then create a fee-based financial plan that addresses these concerns. This process allows advisors to help clients understand the best ways to spend, save and protect their money. Meet with clients to understand their needs and help identify financial goals, analyze data and develop proposals, present recommendations and implement strategies through consultative selling skills Follow up with excellent client service. The job requires initiative hard work, self-discipline, entrepreneurial orientation, and often long hours especially at the beginning to build up your practice. Integrity Interpersonal skills, effective communications and persuasive ability, the ability to quickly grasp complex financial concepts, persistence and resilience.