Assessment Template For Personal Financial Advisors
Personal Financial Advisors
Hiring success rate
84% hiring better
Test Used
12163 times
Popular Job Roles
Occupation-Specific
Technology Skills
Customer relationship management CRM software
Tasks
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Manage client portfolios, keeping client plans up-to-date.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Technology Skills
Customer relationship management CRM software
ACT! ACT4Advisors, Microsoft Business Contact Manager, Salesforce software, Web Information Solutions Pocket Informant
Presentation software
Financial planning presentation software, Microsoft PowerPoint, MoneyTree Silver Financial Planner (presentation feature)
Financial analysis software
Finance Logix Retirement Planner, Ibbotson Portfolio Strategist, Oracle E-Business Suite Financials, WealthTec Foundations
Document management software
Cabinet NG CNG-SAFE, ScanSoft PaperPort Pro, SunGard LockBox, World Software Corporation Worldox
Data base user interface and query software
FileMaker Pro, Microsoft Access, Microsoft SQL Server, Structured query language SQL
Worker Requirements
Technology Skills
Customer relationship management CRM software
Skills
Active Listening
Knowledge
Customer and Personal Service
Skills
Active Listening
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Reading Comprehension
Understanding written sentences and paragraphs in work-related documents.
Speaking
Talking to others to convey information effectively.
Writing
Communicating effectively in writing as appropriate for the needs of the audience.
Critical Thinking
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Knowledge
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Economics and Accounting
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Mathematics
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Psychology
Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
Worker Characteristics
Technology Skills
Customer relationship management CRM software
Skills
Active Listening
Knowledge
Customer and Personal Service
Abilities
Oral Comprehension
Interests
Enterprising
Work Values
Independence
Work Styles
Integrity
Abilities
Oral Comprehension
The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression
The ability to communicate information and ideas in speaking so others will understand.
Speech Clarity
The ability to speak clearly so others can understand you.
Written Comprehension
The ability to read and understand information and ideas presented in writing.
Written Expression
The ability to communicate information and ideas in writing so others will understand.
Interests
Enterprising
Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Conventional
Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Social
Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
Work Values
Independence
Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Achievement
Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.
Recognition
Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.
Work Styles
Integrity
Job requires being honest and ethical.
Dependability
Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Attention to Detail
Job requires being careful about detail and thorough in completing work tasks.
Analytical Thinking
Job requires analyzing information and using logic to address work-related issues and problems.
Concern for Others
Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.
Our platform will answer your questions:
What are your candidate's cognitive abilities?- What's your candidate’s capacity to learn and grow?
- How will your candidates behave in the workplace?
- What drives your candidates to engage in action?