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