Job Title: Financial Advisor
Type of Company: I'm a partner in a financial services practice that operates under the aegis of Wells Fargo Advisors.
Education: BS, Marketing and Finance, Syracuse University
Previous Experience: My past experience was in sales management and sales. Being able to sell and to problem-solve and work with people are skills in great demand among financial advisors.
Job Tasks: My responsibilities as a financial advisor are first and foremost to be trustworthy, likable and have the ability to develop rapport with different people. But to do well in this business, you also have to love investing and money management and have the ability to meet and attract new clients who are willing to let you help them manage their investments. Lastly you need to like learning new products and following the economy and markets in order to being to explain what is going on at any given moment. On a daily basis you spend a lot of time on the phone or in person meeting with clients, meeting with vendors who represent the investment companies and networking to meet and find prospective new clients.
Best and Worst Parts of the Job: The best part of the job is helping people realize their goals and dreams, being one of their trusted advisors and developing lasting, long-term relationships with people. You have a chance in this business to make a difference in people's lives,
Worst part is when the economy and market decline and your clients lose money and you often feel guilty for things that are beyond your control. Also dealing with people's emotions when things are not going well can be challenging.
Job Tips: Work in sales, take business classes and focus on finance. This is a tough business for someone who is new and young. If you want to be in this business, find a team to join where other people can mentor you. Find a firm that has a training program (many do). Develop excellent people skills and like working with different types of personalities, and learn about being an entrepreneur. Be creative and very organized and have or develop 'thick skin so you can deal with rejection and have the patience to work hard long hours.
Click the Visit School Site buttons to go directly to a school's website and learn more about the school and programs it has to offer. School website will open in a new tab. .
Click the Request Info buttons to request more information from a representative at the school
CSU Global Campus - Project Management
Liberty University provides a world-class education with a solid Christian foundation, equipping men and women with the values, knowledge, and skills essential for success in every aspect of life.
Saint Xavier University, Chicago’s oldest Catholic university, has a long history of educating students to prepare them for professional success and lay the foundation for personal fulfillment.
Concordia University, Nebraska offers accredited Master of Education and Master of Science degree programs online to help advance your career and become a transformative leader.
See What’s Possible When You Earn a Degree at Florida Tech 100% Online
Welcome to Argosy University
Argosy University offers doctoral, master's, and bachelor's degree programs to students through its eight colleges: College of Behavioral Sciences, Graduate School of Business and Management, College of Education, College of Health Sciences, College of Arts and Sciences, College of Creative Arts and Design, College of Clinical Psychology and Western State College of Law at Argosy University as well as certificate programs in many areas.
Earn your graduate degree online with Northcentral University.
Saint Mary's University of Minnesota's Online Master's Programs
At Saint Mary's, we take pride in offering online graduate degrees designed to complement the schedules of working adults like you. Get an affordable, convenient education from a top-ranked university that's grounded in real-world applications.
What They’re Known For
Founded in 1946 and located in the heart of central New York, Utica College is a regionally accredited, independent, private institution that features many of the advantages of a large university — such as undergraduate and graduate degree options, excellent academics, and outstanding faculty — with the intimacy and high degree of personal attention more closely associated with smaller private institutions.
The Secret to Getting Ahead is Getting Started
The inside stories from people actually working in the field.
Click a story title to show the story, and click the title again to hide it.
Career Stories are concise, real-world career overviews written by people relating their personal career experiences and wisdom. They provide invaluable insights and mentoring advice to students and career changers.
Most stories include:
Please also see our detailed information about Personal Financial Advisors, including: