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

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

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

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

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

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?

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