Financial Advisor

Helping You Secure Your Financial Future - Become a Financial Advisor


A Financial Advisor is someone who is paid to help you manage your money. A Financial Advisor offers assistance as well as complete management of the people’s finances. Moreover, a Financial Advisor helps in creating an emergency fund, pay off debt, etcetera. A Financial Advisor accesses your current financial situation including the assets, debts as well as expenses. 

On the basis of accessing, they analyze the area of improvement as well as provide aid in the creation of a financial plan. Furthermore, they assist with saving, budgeting, retirement planning, paying off debt and much more. If a person is battling to prioritize financial goals and is in a need to learn about savings as well as investment management, then a Financial Advisor is a perfect person for assistance. 


For Bachelor’s

  • Aspirants need to pass 10+2 with at least 50% marks from any recognised board. 
  • Students can opt for a Bachelor's degree in Financial Markets, BBA in Finance or BBA in International Finance.

 For Masters

  • To gain job market knowledge, one can opt for a Master's in Business Administration (MBA) . 
  • Scholars need to pass Bachelor’s Degree with at least 60% marks to be eligible for Master’s Degree.

 For Diploma

  • Seekers need to pass 10+2 with at least 50% marks from an esteemed organization. The duration of a diploma course is between 3 months to 1 year.

Job Roles

The field of Financial Advisory aims to provide in-depth knowledge and enhance the skills of the students. To do such a task, this field presents innumerable job profiles:  

  • Investment Managers
  • Database Developer
  • Financial Consultants
  • Financial Planners
  • Mutual Fund Accounting
  • Associate Financial Editor
  • Senior Manager
  • Branch Manager
  • Executive Manager

Top Recruiters

There are many recruiters from leading companies who enlist potential students in the Financial Advisory field. Following are some Recruiters from where students can find an employment opportunity in India: 

  • Deloitte
  • PepsiCo
  • FinEdge
  • FundsIndia
  • Fortune Planners
  • Seeking Alpha
  • BankOpen
  • Citi


The salary range may vary from company to company, but the salary of a Financial Advisor is very impressive only in India.


Level of Salary

Salary Package per Year

Starting Salary

Approx ₹4,00,000

Mid Level Salary

Approx ₹11,20,000 

Senior Level Salary

Approx ₹20,50,000 


  • Interpersonal Skills
  • Client Building Skills
  • Analytical Thinking
  • Detail Oriented
  • Risk Assessment
  • Compassion


A Financial Advisor plays a major role by making us understand how to use the finances wisely and creates awareness about investments as well as savings. So, the scope of a Financial Advisor is on a rise as everyone is looking for modifications and management of the money.

Financial Advisors help individuals as well as companies. As to individuals they guide about taxes, investments, savings and building their wealth. To Companies they provide aid by creating financial statements, recommending specific financial services or products, tax reporting and payment requirements for the business. So, an eye for detail is a must to help individuals as well as companies.


  • Unlimited Earning Potential
  • Range of Career Opportunities
  • Flexible Work Schedule
  • Choice of Professional Specialization
  • Offering Meaningful Advice
  • Room for Creativity


  • Time and Effort to Build Client-Base
  • High Stress
  • Steady Attention
  • Huge Burnout Rate
  • Continuous Prospecting