becoming a financial advisor the qualifications you need

22
The Qualifications You Need Becoming a Financial Advisor:

Upload: allen-walker

Post on 22-Jul-2016

214 views

Category:

Documents


1 download

DESCRIPTION

Willis Consulting is a financial services recruiting firm. Our finance job recruiters are experienced and know where all the job opportunities are. If you are seeking a financial advisor, broker, or banking job, call us at 310-373-7400 or submit your resume: http://www.willis-consulting.com/apply-financial-services-jo­b. Visit the website: www.willis-consulting.com/ Willis Consulting, Inc. Los Angeles Office: Corporate Headquarters 719 Yarmouth Road, Suite 203 Palos Verdes Estates, CA 90274 310-373-7400 PST Scottsdale Office 8970 E Raintree Drive Suite #300 Scottsdale AZ 85260 New York Office 244 5th Avenue, Suite 1855 New York NY 10001 212-726-2041 PST

TRANSCRIPT

Page 1: Becoming a financial advisor the qualifications you need

The Qualifications You NeedBecoming a Financial Advisor:

Page 2: Becoming a financial advisor the qualifications you need

is NOT a cakewalk.

Becoming a financial advisor

Page 3: Becoming a financial advisor the qualifications you need

means a LOT of work.Building a career

Page 4: Becoming a financial advisor the qualifications you need

Financial Advising:Is It the Ideal Career for You?

Page 5: Becoming a financial advisor the qualifications you need

Financial advising is a type of sales position.

Page 6: Becoming a financial advisor the qualifications you need

Your job will involve obtaining and convincing clients to invest their money.

Page 7: Becoming a financial advisor the qualifications you need

How to Become aFinancial Advisor?

Page 8: Becoming a financial advisor the qualifications you need

Earn a Bachelor’s Degree

You have to have a college degree to possess

standard knowledge and skills.

Page 9: Becoming a financial advisor the qualifications you need

Experience is Key

Internship is the best means of climbing up the ladder fast…

Page 10: Becoming a financial advisor the qualifications you need

and getting that much experience as possible.

Page 11: Becoming a financial advisor the qualifications you need

the purpose of this is to gather experience and information in the

field…

REMEMBER!

Page 12: Becoming a financial advisor the qualifications you need

so even if the job is low paying

it's worth the time spent.

Page 13: Becoming a financial advisor the qualifications you need

Training Programs

During training, you will be able to accumulate the necessary

experience required…

Page 14: Becoming a financial advisor the qualifications you need

Training Programs

for the upcoming licensing examination.

Page 15: Becoming a financial advisor the qualifications you need

Willis Consulting is a financial services recruiting firm.

Page 16: Becoming a financial advisor the qualifications you need

Our finance job recruiters are experienced and know where all the job opportunities are.

Page 17: Becoming a financial advisor the qualifications you need

If you are seeking a financial advisor, broker, or banking job, CALL us at 310-373-7400…

Page 18: Becoming a financial advisor the qualifications you need

or submit your resume:

http://www.willis-consulting.com/apply-financial-services-jo­b.

Page 19: Becoming a financial advisor the qualifications you need

Los Angeles Office: Corporate Headquarters719 Yarmouth Road, Suite 203Palos Verdes Estates, CA 90274310-373-7400 PST

Page 20: Becoming a financial advisor the qualifications you need

Scottsdale Office15051 N Kierland Blvd, Suite 210Scottsdale AZ 85254480-361-9490 PST

Page 21: Becoming a financial advisor the qualifications you need

New York Office244 5th Avenue, Suite 1855New York NY 10001212-726-2041 PST

Page 22: Becoming a financial advisor the qualifications you need

http://willis-consulting.com/

Visit us at: