How To Become A Finance Service Advisor: What It Is and Career Path

What is a finance service advisor and how to become one

Updated January 8, 2025

4 min read

Quoted Expert

Price Fishback Ph.D.

A financial service advisor is an individual who is responsible for helping clients invest their money. These professionals advise their clients on trading and investing in the stock market and use their knowledge and expertise to develop personalized financial plans to meet client financial goals. In addition to stocks, these individuals also guide savings, budgets, college savings, real estate planning, insurance, and tax-saving strategies. The main role of a financial service advisor is to help clients build their investment portfolios and to maximize savings and profits.

Most finance service advisors work in an office environment during a normal work week and are proficient in computers, spreadsheets, and the use of financial software. They are also adept at multi-tasking and are extremely knowledgeable of financial markets and trends, as well as tax laws and regulations. Many financial service advisors work for investment firms, banks, or as independent contractors.

Although many financial service advisors have an advanced degree in finance, business, or a comparable field, an advanced degree is not necessarily a requirement provided the individual has comparable experience and skills. A financial service advisor can make up to $73,000 per year in the US, and the field is expected to grow 4% by 2028.

What general advice would you give to a Finance Service Advisor?

Price Fishback Ph.D.

APS Professor of Economics at the University of Arizona, The University of Arizona

Gain a great deal of oral and written presentation skills, training in statistics, and experience with computers.

ScoreFinance Service AdvisorUS Average

Salary

4.0

Avg. Salary $50,706

Avg. Salary $59,228

Stability Level

6.9

Growth Rate 10%

Growth Rate 0.3%

Diversity

6.1

Race

American Indian and Alaska Native 0.21%

Asian 9.74%

Black or African American 5.68%

Hispanic or Latino 11.92%

Unknown 4.14%

White 68.31%

Gender

female 55.95%

male 44.05%

Age - 43

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 - 43

Stress Level

6.9

Stress level is high

7.1 - high

Complexity Level

7.0

Complexity Level is challenging

7 - challenging

Work Life Balance

6.6

Work Life balance is good

6.4 - fair

Newest jobs for Finance Service Advisor in Ashburn, VA

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Key steps to become a finance service advisor

Explore finance service advisor education requirements

Most common finance service advisor degrees

Bachelor's

60.6 %

Associate

16.3 %

High School Diploma

11.3 %

Start to develop specific finance service advisor skills

Skills	Percentages
Cash Handling	11.11%
Customer Relationships	10.95%
Financial Services	9.85%
Bank Products	9.08%
Client Relationships	7.77%

Complete relevant finance service advisor training and internships

Accountants spend an average of 1-3 months on post-employment, on-the-job training. New finance service advisors 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 a finance service advisor based on U.S. Bureau of Labor Statistics data and data from real finance service advisor resumes.

Research finance service advisor duties and responsibilities

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License to sell personal and commercial property and casualty insurance statewide.
Provide assistance, information, and referrals regarding eligibility for services and service relate benefits to military veterans and their family.

Prepare your finance service advisor resume

When your background is strong enough, you can start writing your finance service advisor resume.

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