A finance representative, also known as a financial advisor, provides sound financial proposals to clients. Primarily, financial advisors guide and plan the financial decisions of clients based on their needs, goals, and requirements. They recommend financial products and services to manage clients' portfolios.

• Communication and People Skills. When working as a financial services representative, you'll be working with a plethora of people. ...
• Problem Solving. ...
• Analytics. ...
• Technical and Software Knowledge. ...
• Eagerness to Learn.