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Financial Advisor Career Guide

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Job Profiles

Real-Life Financial Advisor Job Profiles

Below is a list of links to anonymous job profiles of REAL PEOPLE who have filled out our survey and offered to share their insights with our users about their job in the Financial Advisor field.
IDJob TitleGenderAgeEarningsCity & StateDate
32809Financial Advisor AssistantFemale26 $11,200Bloomington, MN01/01/2010
32663Financial AdvisorMale40 $130,000ARCADIA, CA01/01/2010
32532Financial PlannerMale31 $40,000oviedo, NY01/01/2010
32502Financial Aid AssistantFemale25 $25,000Deerfield, NY01/01/2010

Overview

Financial advisors guide individuals, families, and businesses in making smart choices for their financial futures, focusing more on long-term goals such as retirement and investments. To accomplish this ambitious goal, advisors form long-lasting relationships with their clients and help with many different financial topics, such as retirement and buying stocks. This job is a good fit for anyone interested in finance with a willingness to help companies and families develop their own financial plans.

Financial advisors spend most of their days meeting with clients. Before an advisor can make a suggestion to a client, he must get a full picture of the client?s financial health by looking at their financial history and making detailed spreadsheets. As an advisor, you must also spend time keeping up with new market trends in order to make relevant suggestions to your customers.

If you wish to pursue this career, you will need a bachelor?s degree in a related field, such as finance or business administration. Before you can start work as a financial advisor, some states require you to earn one or more licenses. Since the majority of work as a financial advisor involves helping people, you need to excel at explaining complex topics to people with little financial experience. Therefore, communication skills are essential. Analytical minds with a niche for math are also well suited for this career. If you enjoy working with figures and spreadsheets, this job may match with your interests.

To learn more about a career as a financial advisor, read the career profiles below. Through one-on-one interviews with professional financial advisors, we give you the inside scoop on what it takes to become a financial advisor, how much you might earn in this career, and the pros and cons of working in the field.


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