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Personal financial advisor Presentation by Alex North

Personal financial advisor Presentation by Alex North. Aptitudes/Skills. Skills: Analytical Interpersonal Math Spelling Communication/Speaking. Work Setting–Nature of Work. Most personal financial advisors work full time 24% work more than 50 hours per week

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Personal financial advisor Presentation by Alex North

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  1. Personal financial advisorPresentation by Alex North

  2. Aptitudes/Skills • Skills: • Analytical • Interpersonal • Math • Spelling • Communication/Speaking

  3. Work Setting–Nature of Work • Most personal financial advisors work full time • 24% work more than 50 hours per week • Meetings with existing or new clients.

  4. Industries Employed Personal Account Managers 2010 • Other financial investment activities 26% • Monetary authorities, credit intermediation, and related activities 19% • Securities and commodity contracts intermediation and brokerage 19% • Insurance carriers and related activities 3% • Professional, scientific, and technical services 3%

  5. Employers in the State of VA • First Command Financial Services Inc. • Woodbridge, VA • Edward Jones • Roanoke, VA • Linda DiOrazio • Chester, VA

  6. Description: Salary Physical Demands • Median Annual Wage (as of May 2010) • $64,750 • Starting Salary • Approximately $32,000 • Full time work schedule • Includes meetings both during work day and sometimes during personal schedule. • Can be stressful at times

  7. Employment Outlook • Employment of personal financial advisors is projected to grow 32% from 2010 to 2020. • Financial advisors will also face competition due to: • Higher wages • Few formal education requirements • As aging population (baby boomers) increases • Advice from personal financial advisors increases.

  8. Education & Training • Bachelor’s Degree • Degree’s in finance, economics, accounting, business, mathematics, or law are helpful for the occupation. • Financial planning courses in college are trending in availability.

  9. Licensure & Certification License Certification • Multiple combinations of licenses • Vary based on products sold • Registration: • Small firms = State Regulators • Large firms = Securities and Exchange Commission • Certified Financial Planner (CFP) • Bachelor's degree • At least 3 years of relevant work experience • Pass an exam • Agree to adhere to a code of ethics

  10. Advancement Opportunities • Master’s Degree in Finance or Business Administration • Will improve chance for management position • Attract new clients

  11. I found my information at… • http://www.bls.gov/oco • Pictures: • http://www.ntu.org/in-your-state/virginia/ • http://www.laminatedvisuals.com/college-virginia-tech-hokies-posters.html

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