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Financial Advisor Job Description: Top Duties and Qualifications

Edited by Indeed Employer Content Team
Last updated 16 July 2025
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Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

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6 min read

Your job description is the first touchpoint between your company and your new hire. With millions of people searching for jobs on Indeed each month, a great job description can help you attract the most qualified candidates to your open position. To get you started, here are some tips for creating an effective job description.

Financial Advisor job title

A great job title typically includes a general term, level of experience and any special requirements. The general term will optimise your job title to show up in a general search for jobs of the same nature. The level of experience will help you attract the most qualified applicants by outlining the amount of responsibility and prior knowledge required. And if your position is specialised, consider including the specialisation in the job title as well. But avoid using internal titles, abbreviations or acronyms to make sure people understand what your job posting is before clicking.

  • Financial Advisor
  • Senior Financial Advisor
  • Investment Consultant
  • Financial Advisor (Part-Time)
  • Wealth Management Planner

Hire your next Financial Advisor today.

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Hire your next Financial Advisor today.

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Financial Advisor Job Description Examples:

Example 1

We are a new and accredited nationwide organisation, with the goal to provide Australians across the country with committed and prosperous financial advice.

We have a combined experience of over 40 years and live and breathe the financial industry, so our clients don t have to. We take the stress out of managing finances and believe with our experience we can deliver a better way to service the needs of our clients in this marketplace.

At Orion we differentiate ourselves as a financial services business by offering a holistic approach which includes specialist superannuation, retirement advice, insurance, financial planning, and estate planning advice. We have experts in all these fields who collaborate to offer private solutions, personally tailored to meet our clients expectations.

About the role:

This is an exciting opportunity for an experienced Financial Advisor to embrace ever further growth, working alongside our expert Advisors who share over 40 years of combined experience. You will develop holistic strategies for our clients with the scope of advice being predominantly around superannuation and insurance. We embrace digital technology, so you spend more time making money and less time on travel and administration.

Key Responsibilities:
  • Provide strategic and holistic financial advice to new clients
  • Maintain and deliver an excellent client experience to maximise retention and client referral
  • Work collaboratively with internal teams to ensure recommendations are executed in a timely and accurate manner
  • Maintain technical and comprehensive knowledge of current compliance requirements
  • Liaise with paraplanners and admin support and provide direction when needed
  • Continue to grow a portfolio of clients with a consistent pipeline of qualified leads

    About you

    You will be financially motivated individual who thrives on exceeding goals and making some serious money. You will effortlessly build rapport with our clients and your support team, whilst you enjoy working with a wider collaborative team and driven company directors.

    You will hold the following;
  • Listed on ASIC's Financial Adviser Register
  • Passed FASEA exam and tertiary education in related discipline
  • Minimum 3+ years experience as a financial adviser/planner
  • Experience providing advice on superannuation and insurance
  • Strong understanding of financial planning compliance and regulations
  • Proven phone manner, professionalism, and sales experience
  • Strong time management skills to meet deadlines and manage workflows
  • Flexible and open to learning new processes and working under pressure
  • Financially motivated and prepared to take calls during the evenings

    This is a high energy role, with the opportunity to grow a substantial ongoing revenue stream.

    How you will benefit

    Having already established ourselves in the finance and property investment sector with our subsidiary brands, you will be joining a company who has the backing support of a collaborative team and driven company directors. We enable a stable, flexible, and rewarding career for new and existing staff alike.

    We support a fully operational work / life balance for our employees. This position is a remote, work from home opportunity, or if you are situated on the Gold Coast we are located in Southport CBD where you can come in to the office and see your peers a couple days per week.

    Get in touch for a confidential chat today.

    If you're interested, select the Apply Now button! Please note only suitable candidates will be contacted.

    Job Types: Full-time, Permanent

    Salary: $80,000.00 $165,000.00 per year

    Benefits:
  • Employee mentoring program
  • Professional development assistance
  • Work from home
    Schedule:
  • 8 hour shift
    Supplementary Pay:
  • Bonus
  • Commission

    Experience:
  • Financial Advisory Occupations: 1 year (Preferred)

    Work (Required)
    • Our mission

    Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

    Read our editorial guidelines

    Financial Advisor job summary

    A great job description starts with a compelling summary of the position and its role within your company. Your summary should provide an overview of your company and expectations for the position. Outline the types of activities and responsibilities required for the job so job seekers can determine if they are qualified, or if the job is a good fit.

    Example of a Financial Advisor job summary

    Here is your opportunity to become a part of one of the fastest growing financial centres in Australia. Our organisation is looking for an established and experienced Financial Advisor to assist our clients in managing their portfolios and investment strategies. The successful candidate will provide savings and protection solutions to help clients plan for all of life’s circumstances, both expected and unexpected. If you’re looking for a chance for great income potential, independence and flexibility, we encourage you to apply today.

    Financial Advisor responsibilities and duties

    The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organisation and who the employee reports to.

    • Provide financial planning support to clients
    • Support investment professionals to cultivate client relationships
    • Prepare financial plans and check their accuracy
    • Respond to prospective customer queries about financial planning
    • Assist in the development plans for the company
    • Offer subject matter expertise to fellow Financial Advisors
    • Maintain awareness of latest legislative changes that may affect financial planning

    Financial Advisor qualifications and skills

    Next, outline the required and preferred skills for your position. This may include education, previous job experience, certifications and technical skills. You may also include soft skills and personality traits that you envision for a successful hire. While it may be tempting to include a long list of skills and requirements, including too many could dissuade qualified candidates from applying. Keep your list of qualifications concise, but provide enough detail with relevant keywords and terms.

    • 5+ years’ industry experience as a Financial Advisor
    • CFP designation
    • Bachelor’s degree in finance or related field
    • Experience managing assets under management (AUM) of $10+ million
    • Strong knowledge of the investment business and strong understanding of financial planning concepts
    • Experience with financial planning software
    • Excellent computer, interpersonal and communication skills

    Hire your next Financial Advisor today

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    Job Description Examples

    Need help writing a job description for a specific role? Use these job description examples to create your next great job posting. Or if you’re ready to hire, post your job on Indeed.

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