financial advisor. nature of the work in-person meeting get clients seek advice working hours work...
Post on 12-Jan-2016
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FINANCIAL ADVISOR
Nature of the work
In-person meeting
Get clients
Seek advice
Working hours
Work from office and/or home
Education
Associate or Bachelor Degree in - Accounting, - Banking, - Business Administration - or Insurance
Courses for licenses, qualifications & certifications
Classes needed
Introductory Financial Advising Course
Accounting Course
Risk Management Course
Investment Planning Course
Retirement and Employee Benefit Planning Course
Estate Planning
Licenses
Financial Advisor License
Certified Financial Planner Certificate
Chartered Financial Consultant
Personal skills needed
Strong math skill
Analytical skill
Interpersonal skill
Computer skill
Presentation skill
Salary
Average annual salary $57,100
50% range from $43,600 to $76,620
10% less than $34,570
10% in excess of $108,060
Job Duties
• Identify Client's Specific Needs
• Develop Financial Plans
• Recommend appropriate FPs
• Helping client execute FPs
• Meet client’s needs
Job outlook
• 41% higher than the national average for all job
• Salary 42% higher than average
• 37% job growing in a decade
Other Information
The 3rd Best Job in US according to Money Magazine
Beginning step - Get job in banks
Train yourself, eg. From CNBC, Yahoo Finance, CNN, Wall Street Journal, Money Magazine, etc.
Other Information
Famous Financial Advisors:
Warren Buffett-1930 $68B asset world greatest investor and adviser
Jim Rogers-1942 1990-92 driving car around the world
John Paulson- 1955 2010 he earns $5B
Prepared by:
StoneLindaJean
MoniqueTasha
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