A Financial Advisor develops strategies to help clients reach their financial goals. You might work with individual clients, small businesses or larger companies. Financial Advisors look at the individual circumstances and objectives of their clients and come up with recommendations to meet their needs. You might focus on a particular area of finance, such as superannuation, or look at a client’s overall financial position.
Financial Advisors should be good at working with numbers and have a strong knowledge of financial products and services. You’ll need to be able to communicate well with your clients and understand their needs and financial goals. It’s important that you have strong personal skills and can work with several clients at one time.
There are 9 courses available for people who want to become a Financial Advisor.