Don't Miss Out on the Perfect Financial Advisor job
Receive timely job alerts curated specifically for you, ensuring you never miss an opportunity to excel in your field.
No, I'm not interested
bell icon

About Financial Advisor

What does a Financial Advisor do?

As Financial Advisors, we sit down with our clients to develop a financial plan after determining their income, expenses, insurance coverage, financial objectives, tax status, and risk tolerance. We answer their question regarding financial planning and strategies to advise them on cash management, insurance coverage, and investment planning. We plan regularly to proactively determine if any life or economic swing will affect their financial plans by continuously analyzing financial data received from the clients. We prepare and interpret financial document summaries, investment performance reports, and future income projections.

Core tasks:

  • implement financial plans and refer clients to specialized professionals to help them
  • manage and update our customers' portfolio based on the current market trends
  • stay in touch with clients to discover any sudden change in their financial status

Insights

How Many Years of Experience Do Professionals Need Before Becoming Financial Advisor?
On average, people work 5-7 years in other positions prior to becoming a Financial Advisor.
How Long Do Financial Advisor Employees Typically Stay in Their Roles?
On average, Financial Advisors works in this position for 5+ years across multiple employers.
What Is the Job Hopper Score for Financial Advisor Employees?
Frequent job changes in Financial Advisor, indicating a willingness to change companies and roles more frequently.

Career path

Path to job

Discover a Financial Advisor's areas of knowledge sorted by their majors.
Explore the list of higher education institutions that a Financial Advisor typically studied at.
Arizona State University-Tempe
College for Financial Planning

Path after job

Community

Demographics

What Is the Age and Gender Ratio of Financial Advisor Employees?
Gender ratio in Financial Advisor position: 0.798164502164502 Male and 0.201835497835498 Female. Age ratio in Financial Advisor position: 16-20: 5%, 21-30: 57%, 31-40: 21%, 41-50: 11%, 51-60: 5%, 60+: 1%. Financial Advisor position is predominantly male (79.8%) with the largest age group being 21-30 years old, followed by 31-40 years old.

Workplaces

Who Are the Top Employers for Financial Advisor?
Top employers of Financial Advisor position: Ameriprise, Edward Jones, Merrill Lynch. People who work in Financial Advisor position most typically go on to work for the Ameriprise.
Ameriprise
Edward Jones
Merrill Lynch
What Industries Does Financial Advisor Typically Have Experience In?
Industry Background: The most typical industries of Financial Advisor: Finance & Insurance, Professional / Scientific / Technical, Education, Information Technology, Administrative & Support. Financial Advisor employees most likely come from a Finance & Insurance industry background.

Find your job as Financial Advisor

Discussion about Financial Advisor

Want to know more about Financial Advisor position?
Share your thoughts and ideas about Financial Advisor position with others in our community.
discussion icon
Which qualifications are required for Financial Advisor?
How does the typical work day look for a Financial Advisor?
What are the main requirements for a Financial Advisor?
Is it typical for a freelancer to work as a Financial Advisor?
How hard is the interview process if you apply for a job as a Financial Advisor?
How do you get hired as a Financial Advisor?
Where does a Financial Advisor work at?
Does a Financial Advisor make a lot of money?
Do you have a uniform if you work as a Financial Advisor?
Does job growth for a Financial Advisor look promising?
What are the typical educational institutions where a Financial Advisor graduate?
What is the women/men ratio in the job of Financial Advisor?
avatar-of-creator
Benjamin GardnerFebruary 12, 2021
Mostly men choose this job, but women also choose this.
What is the typical age to work as a Financial Advisor?
avatar-of-creator
Isabella HolmesFebruary 12, 2021
31 is the average age of people working as a Financial Advisor.
How many years of experience do you usually have as a Financial Advisor?
avatar-of-creator
Isabella HolmesFebruary 12, 2021
6 years of experience is needed on average for a Financial Advisor.
Which industries should a Financial Advisor consider working in?
avatar-of-creator
Sophie HayesFebruary 12, 2021
Most typically work in the Finance & Insurance industry.
What kind of higher education a Financial Advisor need?
avatar-of-creator
Benjamin GardnerFebruary 12, 2021
As a Financial Advisor you’ll probably need Bachelor of Science degree
Which company employs the most people in the Financial Advisor role?
avatar-of-creator
Benjamin GardnerFebruary 12, 2021
Ameriprise, Edward Jones, Merrill Lynch, Morgan Stanley and Wells Fargo Advisors has the most employees.
How long do people usually work as a Financial Advisor when they switch to another position?
avatar-of-creator
Isabella HolmesFebruary 12, 2021
A Financial Advisor typically moves on after more than 5 years
How likely is it for people working as a Financial Advisor to switch companies still working as a Financial Advisor?
avatar-of-creator
Benjamin GardnerFebruary 12, 2021
It’s likely to work for multiple companies while holding the same title.
What work history do people usually have before becoming a Financial Advisor?
avatar-of-creator
Liam BrownFebruary 12, 2021
You have a good chance of becoming a Financial Advisor if you are working as Vice President, Financial Consultant or Financial Representative
What typical professions people working as a Financial Advisor switch to?
avatar-of-creator
Liam BrownFebruary 12, 2021
Working as Financial Advisor consider Vice President, Financial Consultant or Investment Advisor as a next step in your career.
Don't Miss Out on the Perfect Financial Advisor job
Receive timely job alerts curated specifically for you, ensuring you never miss an opportunity to excel in your field.
No, I'm not interested
bell icon

Disclaimer

informationLENSA generates certain information provided on this website by compiling and analyzing publicly available data and data from employees/former employees. All company names are the registered trademarks of their original owners. The use of any trade name or trademark does not imply any association with the third-party company. None of the information provided is endorsed in any way by any of the companies mentioned. We do not guarantee the accuracy, currency, or suitability of this information (including regarding demographics or salary estimate) and you are responsible for how you use it. ALL INFORMATION IS PROVIDED “AS IS” AND “WITH ALL FAULTS”. We are not responsible for nor endorse third party content on our website. If you notice any inaccurate information or information you think is proprietary you can email us at [email protected]. See our Terms and Conditions and Community Guidelines for more information.