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
Basic data on your current job
|Job Title||Financial Advisor|
|Other Compensation||None Set|
|Company Size||(not answered)|
|Years Experience||10 years|
Opinions on your CAREER overall (i.e. not just your current job)
|Years in Career||0|
|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?
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?
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.
Please rate each of the following aspects of your current job on a scale of 1-10 (10 being the highest/best):
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?
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?
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?
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?
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?
Prior work history
Please list your most recent jobs prior to this current job:
|Prior Job 1||FINANCIAL ADVISOR||6||120000||DUTIES OF A FINANCIAL ADVISOR|
|Prior Job 2||FINANCIAL ADVISOR||4||80000||DUTIES OF A FINANCIAL ADVISOR|
Please list your educational background:
High School GPA:3.6
|Graduate or Professional|
(Masters or Doctorate)
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