Job description template
Financial Advisor Job Description Template
A copy-ready financial advisor job description with responsibilities, qualifications, skills and pay guidance: customize it for your company in minutes.
Copy the template below, replace the bracketed fields and tailor duties to your workplace. For pay, national BLS data shows financial advisors earn a median of $105,070 ($50.51/hour); the middle 50% earn $72,440–$176,790.
Job title
Financial Advisor
Job summary
[Company name] is seeking a dependable financial advisor to join our team in [city, state]. In this role, you will meet clients about goals, build financial plans and support our team’s commitment to safety, quality and service.
Responsibilities
- Meet clients about goals
- Build financial plans
- Recommend investments
- Plan for retirement
- Review insurance needs
- Rebalance portfolios
- Find new clients
- Follow company policies, safety procedures and applicable regulations
Required qualifications
- Bachelor's degree
- Current license or certification as required by [state]
- Working knowledge of financial planning and investments
- Trust-building and listening
- [Add role-specific requirements, such as driver’s license or ability to pass a background check, if job-related]
Preferred qualifications
- CFP
- Series 65 or 66
- Series 7
- Experience with financial planning software
Skills
- Retirement planning
- Tax basics
- Insurance
- Estate basics
- Communication
- Patience
Work environment and schedule
Advisors work in offices and meet clients in person or by video. Full time, with some evening and weekend meetings.
Pay and benefits
$[min]–$[max] per [hour/year], depending on experience. [List benefits: health insurance, paid time off, retirement plan, training and certification support.]
Equal opportunity
[Company name] is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other characteristic protected by law, and we provide reasonable accommodations upon request.
Tips for a financial advisor job posting that attracts applicants
- Use the title candidates search for. “Financial Advisor” is the clearest; alternates include Personal Financial Advisor, Financial Planner, Wealth Advisor.
- Show the pay range. Postings with pay get more qualified applicants, and a growing number of states and cities require pay ranges in job postings.
- Separate must-haves from nice-to-haves. Long requirement lists discourage qualified candidates, especially career changers.
- Describe a real day. Borrow from our day in the life of a financial advisor so applicants self-select accurately.
- Mention training. Highlighting structured onboarding: such as Financial Advisor training: widens your applicant pool.
Next steps
Screen and interview with our Financial Advisor hiring guide, then onboard with the 30-60-90 day plan.