exploring your career path in the financial sector
TRANSCRIPT
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EXPLORING YOUR CAREER PATH IN THE FINANCIAL SECTOR
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Are you searching for a job in the financial sector?
There are many excellent career choices in this industry that will give you great pay and benefits.
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Choosing a career as a financial planner is an excellent idea if you're looking for a highly lucrative position with a bright future ahead of it.
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Jobs in the financial planning industry are expected to increase by nearly 27% by 2022.
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It's a great idea to get in on the ground floor of an industry that is guaranteed to provide a lifetime of lucrative employment and career advancement opportunities.
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WHAT SORT OF DEGREE DO YOU NEED TO BECOME A FINANCIAL PLANNER?
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You can't just expect to walk in and nab a “plum” financial planner position.
You must show proof that you possess the necessary qualifications.
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A Bachelor's degree in a financial field is an excellent starting point. It may get you in the door at some places.
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However, more and more employers are insisting that applicants for financial planning positions possess an MBA.
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This is especially true if you will be seeking a position that enables you to climb the corporate ladder to a senior management or even partner position.
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YOU WILL NEED TO OBTAIN CERTIFICATION AS A FINANCIAL PLANNER
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The next step to becoming a financial planner is to obtain the necessary certification.
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The 2 most well-known types of certifications are Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
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To qualify for the CFP exam, you will need three years' experience in a finance-related industry.
You also will need to have a Bachelor's degree or better.
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And, finally, you will need to pass a thorough background check. The exam itself lasts 10 hours and is split over 2 days.
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To qualify to take the even more grueling CFA exam, you will need 4 years' experience.
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IT PAYS TO GET YOUR LICENSE TO SELL STOCKS AND BONDS
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As a financial planner, being able to sell stocks and bonds is not necessarily a requirement.
However, being qualified in this area certainly doesn't hurt.
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You can obtain a Financial Industry Regulatory Authority (FINRA) license, such as the Series 6, 7 or 63, to be able to sell mutual funds, stocks, bonds, or insurance to a client.
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It's an excellent way to gain more valuable industry experience and qualifications.
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At the same time, you are also making yourself indispensable to the needs of your clients and your employer.
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WHAT IS THE CAREER PATH OF A MODERN FINANCIAL PLANNER?
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Once you have achieved the necessary college degree to enter the financial industry, your career path will require first gaining three or four years' worth of experience in junior positions.
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After gaining the necessary certifications, you will be able to work as a financial planner in an unsupervised capacity.
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You will be qualified to receive your base salary, plus incentives and bonuses. That can easily add another five figures to your annual pay.
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As you work your way upward to a senior position, you can earn a 6-figure base salary with matching bonuses and incentives.
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The career of a financial planner is thus a highly lucrative path to consider.
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Seeking a new financial advisor position? Speak with the experienced financial advisor recruiters of Willis Consulting Inc.
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They can many top industry contacts and can help you land the position you want. See open positions at http://www.willis-consulting.com/financial-advisor-jobs/
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Los Angeles Office: Corporate Headquarters719 Yarmouth Road, Suite 203Palos Verdes Estates, CA 90274310-373-7400 PST
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Scottsdale Office8970 E Raintree DriveSuite #300Scottsdale AZ 85260
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