What do need to do to be a financial advisor?
Question:
Answer:
you can go into banking as some have suggested or you can work for a brokerage firm such as morgan stanley, smith barney, or merrill. another more entrepeneurial route would be firms such as LPL, edward jones or AIG. the difference between working for a bank vs a brokerage firm are the products available. the best way to decide your niche is to go to open houses to get somewhat of a feel. make sure you ask pointed questions about training, time allowed to get your necessary licenses, payout grids, support staff available and deferred comp. you really do need to have a passion for the field, since you must appeal to people and gain their trust.
If you take the life and health insurance exam or find where the program is you can be certified for all.
As a Financial adviser, you need to have passion for people and alot of hardwork to succeed. Speaking for myself, I went into this line (Singapore) without the passion at first. It was just an interim profession that can provide me with good income if I work hard. I now realised the true benefits are not the money but the knowledge and help I can give people to achieve their dreams, goals and overcome their temporary crisis or permanent issues be it money, sickness, health, wealth or financial freedom. If you enjoy doing all these, then take action by signing up for the exams-M5, M9 & Health exams with SCS, S'pore. Although, I have not achieve the financial goals I set yet (I'll continue to sow the seeds) but the satisfaction I derived helping others is tremendous. Can email me for more details at Catherine88_ice@yahoo.com.sg
Visit:
www.wellsfargo.com
Take a look at careers and job opportinties as a:
- Licensed Personal Banker
- Personal Banker
- Financial Consultant
- Investment Advisor
Wells Fargo is the oldest Bank in the West and one of America's most adired financial services companies.
A Great Book to READ:
"GOOD TO GREAT!"
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Banking careers are great due to the customer contact, career advancement potential and overall opprtunities.
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Other good job resources for you:
www.mrinetwork.com
www.careerbank.com
www.jobsinthemoney.com
www.6figurejobs.com
www.bankjobs.com
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You may want to start as a Personal Banker which is a great career path.
Go visit one a get a FREE Consultation to learn more.
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78 Million people will retire 2005-2030
$1.7 Trillion in Assets
Everyone needs and uses a Bank.
Financial Advisors are great careers.
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GOOD LUCK! :-)
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