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FINANCIAL ADVISOR

FINANCIAL ADVISOR. In-person meeting Get clients Seek advice Working hours Work from office and/or home. Nature of the work. Associate or Bachelor Degree in - Accounting, - Banking, - Business Administration - or Insurance Courses for licenses, qualifications & certifications.

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FINANCIAL ADVISOR

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  1. FINANCIAL ADVISOR

  2. In-person meeting • Get clients • Seek advice • Working hours • Work from office and/or home Nature of the work

  3. Associate or Bachelor Degree in - Accounting, - Banking, - Business Administration - or Insurance • Courses for licenses, qualifications & certifications Education

  4. Introductory Financial Advising Course • Accounting Course • Risk Management Course • Investment Planning Course • Retirement and Employee Benefit Planning Course • Estate Planning Classes needed

  5. Financial Advisor License • Certified Financial Planner Certificate • Chartered Financial Consultant Licenses

  6. Strong math skill • Analytical skill • Interpersonal skill • Computer skill • Presentation skill Personal skills needed

  7. Average annual salary $57,100 • 50% range from $43,600 to $76,620 • 10% less than $34,570 • 10% in excess of $108,060 Salary

  8. Identify Client's Specific Needs • Develop Financial Plans • Recommend appropriate FPs • Helping client execute FPs • Meet client’s needs Job Duties

  9. 41% higher than the national average for all job • Salary 42% higher than average • 37% job growing in a decade Job outlook

  10. 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

  11. 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 Other Information

  12. Prepared by: Stone Linda Jean Monique Tasha

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