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Financial Planner Job Profile: Male, age 31, from oviedo, NY (ID# 4484)

Check this profile out too: Certified Financial Planner & Sr. Registered Tax Preparer Job Profile: Female, age 51, from Waltham, MA (ID# 3640)
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You are viewing an individual career profile of a 31 year old Male from oviedo, NY who is or was employed as a Financial Planner. This person shared his/her experiences and insight with TheCareerProject in order to help those who are considering a career in this field to better understand what working as a Financial Planner in oviedo, NY is really like.

[pass
  • Section 1: What exactly do you do?
  • Section 2: Work environment!
  • Section 3: How should someone new to the workforce get a J-O-B like yours?
  • Section 4: How did you get your J-O-B
  • Section 5: Background: Are you qualified?
  • Section 6: The Future and Beyond (FINAL SECTION)
  • Section 7: A Day in the Life Of...


1. What exactly do you do?

  • What field is your job in?

    Financial Services
  • What is your job title?

    Financial Planner
  • Please provide a brief description of the firm or organization that you currently work for (size and general description of what type of organization it is)

    small business, roughly 7 full time employees

  • How long have you been employed in this position?

    1 year
  • How many hours do you work a week on average?

    40+
  • Please provide a BRIEF description of your duties and responsibilities. (job description)

    40+
  • Please provide a BRIEF description of your duties and responsibilities. (job description)

    discuss investments & strategies with clients and prospects

  • What was your gross income last year? Please include any bonuses or incentives received.

    45000
  • What is your expected gross income for this year? Please include any bonuses or incentives you expect to receive.

    40000
  • Please list any benefits you have (Please include number of weeks vacation, sick leave and type of health insurance, retirement plan 401k)

    1 week vacation, health insurance
  • Do you feel you are under/well/over compensated at your current position?

    under

2. Work environment!

  • Does your job entail you working with others on a daily basis? Is this something you like/dislike about your job? Explain

    yes and it can be fun

  • 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

    office, it's seen better days

  • Please rank in order of importance from 1-8 (1- most important 8- least important) Assign each number once.

    • 3 Income
    • 6 Work Environment - co-workers
    • 4 Work Environment - supervisors
    • 2 Benefits
    • 8 Hours
    • 5 Level of responsibility
    • 1 The actual "work" you do at your job
    • 7 Job Title

3. How should someone new to the workforce get a J-O-B like yours?

  • 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? Please be specific and explain why (e.g., social skills, organization skills, technical skills)

    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


4. How did you get your J-O-B

  • How did you find your current job? (e.g. newspaper, internet, referral, etc.)

    careerbuilder
  • What was the application process for your job? (e.g. submitted resume, paper application, electronic application, all, etc.)

    submitted resume
  • Did you have to interview for your current job? If yes, what did the interview process entail? (e.g., number of interviews, who you interviewed with, group interview, individual interview, etc.)

    yes, once by phone, once in person with 2 supervisors (separately)
  • If you can remember, what questions were you asked at your interview?

    n/a
  • Is this the job / field you planned to work in?

    Yes
  • If your job is in a different field from your original plan how did you get here? Explain (Plan can be from high school/college/post college/personal plan)

    no

5. Background: Are you qualified?

  • Was there training for your current position? If yes, what did it entail?

    not really
  • Do you feel your employer properly prepared you for your job? Explain

    somewhat
  • Do you feel your educational background prepared you for your job? Explain

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


6. The Future and Beyond (FINAL SECTION)

  • If someone were to observe you at work, what would he or she say is "fun" about your job?

    coming up with solutions for client's problems.
  • What is (are) the most fulfilling aspect(s) and least fulfilling aspect(s) of your current employment? (e.g. fiscal, spiritual, type of work, hours, commute, compensation, etc.)

    helping people meet their goals
  • Is your current employment part of your 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? (Can be broad or specific)

    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?

    no

7. A Day in the Life Of...

  • 7 am - 8 am

    n/a
  • 8 am - 9 am

    n/a
  • 9 am - 10 am

    catch up on news, messages & emails
  • 10 am - 11 am

    handle client inquiries
  • 11 am - 12 am

    handle client inquiries
  • 12 am - 1 pm

  • 1 pm - 2 pm

    possibly lunch
  • 2 pm - 3 pm

    possibly lunch
  • 3 pm - 4 pm

    handle client inquiries
  • 4 pm - 5 pm

    handle client inquiries
  • 5 pm - 6 pm

    handle client inquiries
  • 6 pm - 7 pm

    go home
  • 7 pm - 8 pm

    n/a
  • 8 pm - 9 pm

    n/a
  • 9 pm - 10 pm

    n/a
  • 10 pm - 11 pm

    n/a
  • 11 pm - 12 pm

    n/a
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