Financial advisor

Responsibilities

Tasks

• Identify clients' financial goals and objectives
• Analyze clients' financial records
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning

• Underwrite new issues of stocks and bonds
• Negotiate with corporations and government to determine the type and terms of new securities issue
• Prepare offering prospectus for new issues of stocks and bonds
• Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Additional information

Personal suitability

• Accurate
• Dependability
• Initiative
• Judgement
• Organized
• Team player