Financial Planner 

(Male, Age 31) from oviedo, NY

This is a REAL-LIFE job profile written by a Male aged 31 who works as a Financial Planner in oviedo, NY. We have removed all names and personal information in order to protect privacy. This professional kindly spent a bit of their time to complete one of our job profile surveys so that prospective job seekers like you could read their insights. Please excuse any punctuation or grammatical errors in this profile.

At a Glance

Current Job

Basic data on your current job

Job Title Financial Planner
Salary $40,000
Other Compensation None Set
Hours/Week 40
Company Size (not answered)
Location oviedo, NY
Years Experience 1 year

Career Ratings

Opinions on your CAREER overall (i.e. not just your current job)

Years in Career 0
Education (not answered)
Income Rating 0 / 10
Interest Rating 0 / 10
Work-Life Rating 0 / 10
Fulfilment Rating 0 / 10

Current job Q&A

Describe the type of organization you work for.
small business, roughly 7 full time employees

Describe your job role and responsibilities.
discuss investments & strategies with clients and prospects

Please list an additional benefits (beyond compensation) that you receive.
1 week vacation, health insurance

Do you feel you are under/over or well/fairly compensated at your current position?

Does your job entail you working with others on a daily basis? Is this something you like/dislike about your job? Please explain.
yes and it can be fun

Do you work collaboratively with supervisors/managers?

Do you work collaboratively with your co-workers?

Describe your work location (e.g., office, home, theatre, in the field) and what you like/dislike about working in it.
office, it’s seen better days

Please rate each of the following aspects of your current job on a scale of 1-10 (10 being the highest/best):
Income: 3
Benefits: 2
Hours: 8
Co-Workers: 6
Supervisors: 4
Job Title: 7
Level of Responsibility: 5
The Actual Work: 1

A day in the life of…

Please describe a typical workday for you in your current job:

5am to 6am
6am to 7am
7am to 8am n/a
8am to 9am n/a
9am to 10am catch up on news, messages & emails
10am to 11am handle client inquiries
11am to 12pm handle client inquiries
12pm to 1pm handle client inquiries
1pm to 2pm possibly lunch
2pm to 3pm possibly lunch
3pm to 4pm handle client inquiries
4pm to 5pm handle client inquiries
5pm to 6pm handle client inquiries
6pm to 7pm go home
7pm to 8pm n/a
8pm to 9pm n/a
9pm to 10pm n/a
10pm to 11pm n/a
11pm to 12am n/a

Table of Contents

How you got your job

How did you get your current job?

What was the application process?
submitted resume

Did you have to interview for your current job? If yes, what did the interview process entail?
yes, once by phone, once in person with 2 supervisors (separately)

If you can remember, what questions were you asked during the interview?

Do you feel your employer properly prepared you for your job? Explain.

Was there training for your current position? If yes, what did it entail?
not really

Do you feel your educational background prepared you for your job? Explain.

If applicable, do you feel your internship experience helped you prepare for your job?

If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
don’t do it, the industry is very tough right now.

What skills do you think a person should have if they want to pursue a position like yours?
creativity, solid math skills, the ability to think on their feet and explain complex subjects in simple terms.

Do you feel that you need a certain level of education or training to be successful in your job?
bachelor’s + post-grad work

What advice would you give to someone who was about to start work in your position/ line of work?
work hard

Long-term career plans

Is your current employment part of your overall career plan? Why or why not?
yes, allows me to work with clients and a good degree of flexability.

What are your current career goals?
have a job i enjoy that allows me to help people come up with solutions to fix problems.

Is there anything else you would like to share about your career?

Prior work history

Please list your most recent jobs prior to this current job:

Title Length Salary Description
Prior Job 1 owner 5 n/a
Prior Job 2 financial advisor 1.5 yrs 35000

Educational background

Please list your educational background:

High School GPA:

GPA School Degree
College (Undergraduate)
or Technical/Vocational
Univ. of Florida b.s. in ag. economics
Graduate or Professional
(Masters or Doctorate)
univ of florida MA in agribusiness

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