Financial advisor job description: what you'll do and what to write on your resume
Applying for financial advisor at a bank, insurance firm or advisory office? Copy the duties below into your resume, then read what the interview asks.
Duties to write on your resume
Start each line with what you did. Keep the ones you've really done.
Met clients to understand their income, goals, savings and family needs
Explained savings, insurance and investment products in plain, simple language
Prepared personalized financial plans and recommended suitable products for each client
Reviewed client portfolios regularly and suggested changes when their goals shifted
Completed client forms, risk profiles and compliance documents accurately and on time
Followed up with leads and existing clients by phone, chat and email
Tracked client records and sales targets using Excel and a CRM system
Hosted financial planning talks and built new clients through referrals and networking
No advisory experience yet? Use these lines for sales, customer service or tutoring work, and say what you helped people decide.
A resume objective you can adapt
Business graduate looking for a financial advisor role, ready to build client trust, explain products clearly and help families plan their savings.
Skills employers ask for
Explaining money topics in simple words, in English and Filipino
Listening to clients and asking good questions
Basic math and Excel
Building trust and keeping long-term clients
Selling honestly and handling objections
What the interview asks
Why do you want to be a financial advisor? Share a real reason, like helping your family or friends plan better.
How would you explain insurance to someone who has never bought it? Use a simple everyday example, not technical terms.
What would you do if a client said no to your offer? Stay polite, ask what worries them and offer to follow up later.
How do you find new clients? Mention referrals, networking, social media and following up on leads.
Most posts ask for a college degree, often in business, finance or a related course.
Prepare a resume, a valid ID, NBI clearance and your government numbers like SSS, PhilHealth, Pag-IBIG and TIN.
Apply online or through the career pages of banks, insurance firms and advisory offices.
Expect a few interviews, sometimes a sales role-play, and training before you meet clients.
What the work is like
You meet clients in an office, at their home or online, and some meetings happen in the evening or on weekends. The hard part is building a client list from nothing and hearing a lot of no.
Questions
Do I need experience to become a financial advisor?
Not always. Many firms hire fresh graduates and train them, but sales or customer service experience helps.
Is financial advisor work full-time?
Mostly yes. Many advisors set their own schedule, so your hours depend on when clients are free.
What should I study to become a financial advisor?
Business, finance, accountancy or economics are common. Other degrees are often accepted too.
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