Career Story: Investment Advisor And Co-Owner Of A Financial Services Group

Investment Advisor And Co-Owner Of A Financial Services Group

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.

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