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What does a Client Advisor do?

Photo of Brenna Goyette
Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 4 min read

A Client Advisor is a professional who provides guidance and advice to clients on financial matters. They help clients make informed decisions about their money, investments, and other financial matters. Client Advisors typically work for banks, investment firms, or other financial institutions.

Client Advisor job duties include:

  • Act as a point of contact for clients with queries about products, services, and accounts
  • Build and maintain strong, long-lasting customer relationships
  • Assist customers with account set-up and management
  • Respond to customer inquiries and complaints in a timely and professional manner
  • Educate customers on product features and benefits
  • Upsell products and services to meet customer needs
  • Process customer orders and payments accurately and efficiently
  • Keep updated on product knowledge and changes
  • Maintain confidentiality of customer information
  • Adhere to company policies and procedures

Client Advisor Job Requirements

A Client Advisor is responsible for providing financial advice to clients. They must have a bachelor's degree in finance or a related field, and they must be certified by the Financial Industry Regulatory Authority (FINRA). They must also have at least three years of experience working in the financial industry.

Client Advisor Skills

  • Listening
  • Empathy
  • Questioning
  • Probing
  • Active listening
  • Nonverbal communication
  • Building rapport
  • Influencing
  • Persuading
  • Closing skills
  • Objection handling

Related: Top Client Advisor Skills: Definition and Examples

How to become a Client Advisor

A Client Advisor is a professional who provides guidance and advice to clients on a range of financial matters. They help clients make informed decisions about their money, investments and overall financial wellbeing.

Becoming a Client Advisor can be a rewarding career for those with a passion for helping others manage their finances. If you are considering a career in this field, here are some tips to get started:

1. Get experience in the financial industry. This can be done through internships, working in a bank or investment firm, or taking courses in finance and accounting. It is important to have a strong understanding of the financial industry before advising clients.

2. Develop strong communication and people skills. As a Client Advisor, you will be working closely with clients to understand their needs and goals. It is important to be able to effectively communicate with clients and build trust-based relationships.

3. Be knowledgeable about financial products and services. As a Client Advisor, you will need to be able to provide advice on a variety of financial topics, from investment strategies to retirement planning. It is important to stay up-to-date on the latest products and services available so that you can provide the best possible advice to your clients.

4. Earn your Certified Financial Planner (CFP) designation. The CFP designation is the gold standard in financial planning and demonstrates your commitment to the profession. To earn your CFP, you must pass an exam administered by the Certified Financial Planner Board of Standards Inc. (CFP Board).

5. Start your own financial planning practice or join an existing firm. Once you have the necessary experience and credentials, you can either start your own financial planning practice or join an existing firm as a Client Advisor. This will allow you to work directly with clients and help them achieve their financial goals.

Related: Client Advisor Resume Example

Related: Client Advisor Interview Questions (With Example Answers)

Editorial staff

Photo of Brenna Goyette, Editor

Editor

Brenna Goyette

Expert Verified

Brenna is a certified professional resume writer, career expert, and the content manager of the ResumeCat team. She has a background in corporate recruiting and human resources and has been writing resumes for over 10 years. Brenna has experience in recruiting for tech, finance, and marketing roles and has a passion for helping people find their dream jobs. She creates expert resources to help job seekers write the best resumes and cover letters, land the job, and succeed in the workplace.

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