Financial Analyst & Personal Financial Advisor Job Profile and Description

The Financial Analysts & Personal Financial Advisors are experts who develop, prepare and implement budgets by taking into consideration the future financial needs of the organization. They advice clients on financial plans which could be of different nature- tax, insurance, pension plans etc. They have a wide range of duties which include everything from assessing clients’ assets, insurance coverage to tax status, and other financial factors.

Financial Analyst & Personal Financial Advisor Duties and Responsibilities

  • Monitoring the budget and other financial matters throughout the year in order to keep the budget running smoothly and within limits.
  • Building and maintaining of client bases and keeping client plans up-to-date.
  • Contacting clients on a regular basis to determine if there have been changes in their financial status.
  • Explaining different documents to the clients about different goods and services.
  • Guiding the clients in the gathering of adequate information on different bank account records, insurance records, pension plan and other financial matters.

Financial Analyst & Personal Financial Advisor Skills and Specifications

  • Great analytical and creative abilities
  • Strong leadership skills
  • Strong educational background in sales or marketing.
  • Good communication skills
  • Responsible and organized
  • Multi- tasking abilities

Financial Analyst & Personal Financial Advisor Education and Qualifications

  • A bachelor’s or Master’s degree in finance or accounting or statistics is highly essential.
  • Experience of working as financial advisors in other organizations can be an added advantage.

Financial Analyst & Personal Financial Advisor Salary

  • Their salary largely depends on the factors like the nature of the employer, location, educational qualifications and years of experience.
  • The average salary of a brand manager is somewhat near $63,000.