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Employment as an investment adviser requires an education in finance,. Clients can be commercial enterprises, institutional groups/societies or private individuals. Use it to save time, attract qualified candidates and hire best employees. Financial advisor • job description, salary & benefits a financial adviser provides specialist advice to clients on managing their money in the most profitable and secure way. A financial planner, or wealth management advisor, reviews a company's or individual's financial statements and finds any potential risks or opportunities for growth.
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Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily retail and business banking.
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Within an insurance company, financial advisors use finance principles and knowledge of life insurance to recommend and sell life insurance policies to clients.
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