How To Become An Adviser Sales: What It Is and Career Path

What is an adviser sales and how to become one

Updated January 8, 2025

4 min read

Quoted Expert

E. Duff Wrobbel Ph.D.

Someone in advisor sales provides guidance and recommendations to clients on financial investments and products. They work in the financial services industry and are responsible for building relationships with clients and helping them achieve their financial goals. They are knowledgeable about investment options, market trends, and risk management strategies. They use this expertise to analyze client portfolios and make recommendations that align with their financial objectives.Ultimately, those in adviser sales seek to help clients maximize their returns.

What general advice would you give to an Adviser Sales?

E. Duff Wrobbel Ph.D.

Chair, Southern Illinois University Edwardsville

Network, get an internship, do action research etc - anything to add practical experience to the classroom knowledge base.

ScoreAdviser SalesUS Average

Salary

4.2

Avg. Salary $53,659

Avg. Salary $59,228

Diversity

6.8

Race

American Indian and Alaska Native 0.55%

Asian 6.77%

Black or African American 10.30%

Hispanic or Latino 22.95%

Unknown 5.07%

White 54.37%

Gender

female 52.51%

male 47.49%

Age - 39

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 39

Stress Level

6.2

Stress level is manageable

7.1 - high

Complexity Level

4.5

Complexity Level is intermediate

7 - challenging

Work Life Balance

8.5

Work Life balance is excellent

6.4 - fair

What are the pros and cons of being an Adviser Sales?

Pros

High earning potential
Opportunity for advancement
Flexible schedule
Opportunity to make a positive impact on clients' lives
Constant learning and professional development

Cons

High-pressure sales environment
Long hours and irregular schedules
Commission-based pay can be unpredictable
Constant need to keep up with industry changes and trends
Potential for conflicts of interest with clients

Newest jobs for Adviser Sales in Ashburn, VA

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Key steps to become an adviser sales

Explore adviser sales education requirements

Most common adviser sales degrees

Bachelor's

46.8 %

High School Diploma

21.9 %

Associate

20.1 %

Start to develop specific adviser sales skills

Skills	Percentages
POS	17.65%
Loss Prevention	14.83%
Product Knowledge	14.42%
Customer Service	10.80%
Store Management	8.20%

Complete relevant adviser sales training and internships

Accountants spend an average of 1-3 months on post-employment, on-the-job training. New adviser sales learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as an adviser sales based on U.S. Bureau of Labor Statistics data and data from real adviser sales resumes.

Research adviser sales duties and responsibilities

Greet members at the front desk while upselling products and creating leads.
Provide customer service, initiate layaway plans and checkout non jewelry customers
Train new employees, efficiently operate POS systems, process sales invoices, and progress on multiple projects simultaneously.
Assist customers with style coordination, operate POS transactions, greet customers and help with the opening and closing operations.

Prepare your adviser sales resume

When your background is strong enough, you can start writing your adviser sales resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on an adviser sales resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose From 10+ Customizable Adviser Sales Resume templates

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