Financial Advisor (Male, Age 40) in ARCADIA, CA

This is a REAL-LIFE job profile written by a Male aged 40 who works as a Financial Advisor in ARCADIA, CA. This professional kindly spent a bit of their time to complete our job profile survey 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 Advisor
Salary $130,000
Other Compensation None Set
Hours/Week 50
Company Size (not answered)
Location ARCADIA, CA
Years Experience 10 years

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

Table of Contents

Current job Q&A

Describe the type of organization you work for.
Top 10 investment firm

Describe your job role and responsibilities.
sell investments to individuals and businesses

Please list an additional benefits (beyond compensation) that you receive.
HMO and PPO health plan, 401k with matching, no vacation days, since on commissions

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

Does your job entail you working with others on a daily basis? Is this something you like/dislike about your job? Please explain.
Yes, I work with clients every day. Clients that are too demanding

Do you work collaboratively with supervisors/managers?
Yes

Do you work collaboratively with your co-workers?
Yes

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

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

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 check financial charts and read wall street journal
8am to 9am start calling clients and planning for appointments
9am to 10am appointment one
10am to 11am training meeting in office
11am to 12pm make trades. more phone calls to clients
12pm to 1pm more trades and calls-
1pm to 2pm lunch break
2pm to 3pm appointment in office
3pm to 4pm prospecting
4pm to 5pm calling
5pm to 6pm calling
6pm to 7pm n/a
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

How you got your job

How did you get your current job?
internet

What was the application process?
resume, assessment exam, 2 interviews

Did you have to interview for your current job? If yes, what did the interview process entail?
yes, assessment test, 2 separate individual interviews

If you can remember, what questions were you asked during the interview?
can’t remember

Do you feel your employer properly prepared you for your job? Explain.
yes, initial training and ongoing training

Was there training for your current position? If yes, what did it entail?
yes, in house training weekly and 2 weeks at the company’s home office

Do you feel your educational background prepared you for your job? Explain.
yes, general background in finance and economics

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

If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
college degree in business

What skills do you think a person should have if they want to pursue a position like yours?
social skills, time management, sales skills, outgoing, goal oriented

Do you feel that you need a certain level of education or training to be successful in your job?
college degree in business

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

Long-term career plans

Is your current employment part of your overall career plan? Why or why not?
YES, IT IS A PART OF MY CAREER PLAN

What are your current career goals?
AFTER 5 MORE YEARS, i WANT TO OPEN UP MY OWN FINANCIAL PLANNING OFFICE

Is there anything else you would like to share about your career?
that’s it

Prior work history

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

Title Length Salary Description
Prior Job 1 FINANCIAL ADVISOR 6 120000 DUTIES OF A FINANCIAL ADVISOR
Prior Job 2 FINANCIAL ADVISOR 4 80000 DUTIES OF A FINANCIAL ADVISOR

Educational background

Please list your educational background:

High School GPA:3.6

GPA School Degree
College (Undergraduate)
or Technical/Vocational
3.8 UCLA ECONOMICS
Graduate or Professional
(Masters or Doctorate)

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