Financial Advisor Application Essay

The role of the wealth manager is not to simply sell a financial product to a prospect. Instead, a wealth manager’s first concern is developing a comprehensive understanding of the client, a client-centric approach to providing financial solutions. Next the wealth manager must match the right solutions to the client’s needs and desires and ensure he or she receives an exceptional service experience. After that, product and service sales opportunities will naturally follow. Making the transition is clearly a trade-off between short-term results and long-term success. Financial security through goals-based wealth management. As a wealth manager with Merrill Lynch,

A college Residential Advisor is not only responsible for ensuring the safety of all their residents, but also fostering an environment that welcomes students from diverse backgrounds and identities. Entering college, I was already aware of the fact that I wanted to take on such an endeavor seeing that I have always had a passion for mentoring younger people, and guiding them on the right path. However, while I always was fond of the idea of being an RA, I was never aware of what it would be like to be an RA at Wesleyan. Unlike at other universities, residential advisors at Wesleyan go further than just following safety protocols, and creating safe spaces; RA’s have the job of fostering friendships, providing mentorship, and bringing hallmates from various backgrounds into one family. While I am sure this is

Last semester, I competed for the PricewaterhouseCoopers Competition challenge, in which I was able to work with three women and come with a solution for a problem a company was facing while considering their financial goals and objectives. Moreover, I also interned as Financial Planning Intern for The M Group and Associates. Through this position, I was able to learn more about financial services including investment planning, asset management, employee and executives benefits accounts, retirement planning, and many others. I was able to contact customers and explain different financial services available as well as their benefits and limitations. My Security Analysis Portfolio Management (FIN 421) allowed me to use MS Excel to do portfolio rebalancing, compute accumulated real retirement savings for different return realizations, implement rick parity strategy for backtesting, and be a portfolio manager for a large pension fund and use mean variance analysis to allocate funds across major asset

I would like to thank you for the opportunity to meet with you to discuss your financial affairs and welcome the opportunity to work with you as your financial advisor.

Becoming a financial advisor will be a challenge but not impossible because of my demanding high school schedule that I have maintain with a cumulative GPA of 3.7. I maintained that GPA by studying hard, managing my social, academic, and sports life all together. Numerous AP and honors classes has shaped my ability to work under pressure and survive rigorous curriculum. Being certified in five programs have demonstrated a range in my academic abilities. I also had the opportunity to gain some insight in the business field because of a summer intern. I learned computer application, such as QuickBooks and also acquired the skills to conduct payroll. Learning how to work in QuickBooks and conducting payroll has open my perspective of the jobs of a financial

KA’RIN: So, I want to transition a little to your role now with your new portfolio. Overseeing financial aid, and first year programs – I think, along with admissions. How did that happen for you? And I mean that a little differently than – I understand your involvement and exposure in national committees and other projects really brought that to light, but do you think it’s unusual to be an enrollment manager having only worked in admissions? And I say that kind of knowing you did a lot of other unofficial work while you were here with financial aid. So I guess, even from that perspective, how did you get involved in that? How did you broaden your scope?

In order to grow Best Financial’s business steadily in the future and make it become a leader in the Sarnia market, it has to address the following:

I believed financial sector is one of the fastest growing and most influential elements in our modern society and economy. Financial professionals help companies and organizations stay on top of their own finances, which is a top priority in the wake of the recession. The growing of financial services in the world has brought massive opportunities to utilize newer principles, methodologies, tools and practices in the field of finance. It is this challenging field in which I would like to gain expertise.

Here at the University of Florida, I am studying Finance. However, I did not start out in the Finance field. At the beginning of my Freshman fall semester, I was enrolled as a Nuclear Engineering major. After taking Chemistry and other introductory engineering courses, I realized the science aspect of it all was not for me. I came to the conclusion that I was more interested in the math side of things so I switched to a math-related major, Finance. My aunt was a Finance major here at UF and I have always been fascinated when she talks about her career path. Finance involves a different kind of math than just algebra or calculus. The type of math (like accounting for instance) that Finance includes interests me because it is geared

17.2 Writing Assignment I aspire to be a financial advisor because I helping people secure their financial future will give my life a greater purpose and impact the lives of many. In order to achieve this goal, the college I would like to attend is the University of Central Florida. This university offers a variety of business majors. The one that would be most applicable to my career would be management. According to UCF’s description

Right now, there is a huge potential for financial advisors. Many retirees are unprepared for retirement, and a massive generation of Baby Boomers is starting to retire. The financial industry has the solutions for many of these problems, so advisors are well placed to take advantage of that opportunity and reach potential

in Accounting and Finance. I do not have a part time job and do not plan to work until I graduate. I currently have taken out student loans to support myself through the rest of my college education. My parents pay for insurance payments for my car, cover my phone bill, and provide me with medical insurance. I pay for all the rest of my expenses, including rent, food, gas, and all other daily expenses. I currently have no investments and no substantial assets with a value of over $1000. I graduate in May and have signed a contract with KPMG to start work as an auditor in August after I complete the CPA. I

I have always believed customers are the focal point of any business. I found that having satisfied customers does not mean you are doing a good job. It may mean the customers are satisfied because their expectations are so low and there is no one else doing any better. Having

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The area in which I spent the most was definitely transportation however, this expense was an absolute necessity that I could not avoid. Being raised to be conscious about my money spending habits and to always look for a bargain was not something I could necessarily put into practice concerning this area. Areas where I spent the least would have to be personal care and personal extras; there is always a great sale and or off brand personal hygiene product to be bought. When I don’t buy the flashy product with the pretty packaging and well known name I save a bit of money in the process. The fact of saving money on products like these is so liberating and I get a huge adrenaline rush out of it! As far as