Financial Advisor Career

I am interested in being a financial advisor is the future. Being a Financial Advisor involves working with clients to understand their short- and long-term goals, overall lifestyle and level of risk tolerance, in order to provide advice and develop effective financial plans to meet their financial objectives. Financial Advisors always work directly with clients and in some cases, may consult financial planners and work collectively with them to prepare their client’s financial plan. The role often requires a strong entrepreneurial spirit as Financial Advisors are required to sell products and acquire new clients. At every stage of a Financial Advisor’s career, developing and maintaining client relationships is a vital

“The decision to study finance opens doors to perhaps some of the widest ranges of jobs available, as every type of organization needs financial assistance and oversight, no matter what they do. There is no question that the recent financial crisis has changed the landscape of careers in finance, but finance remains among the most competitive and attractive of all career fields (International student)”. The purpose of this paper is to describe two (2) financial career options that an individual with a finance education might pursue and explain the value that such a position adds to a company. The two financial career options that a person with finance education might pursue are financial specialists and finance analysts.

To start I plan on going to post secondary school after high school to get my bachelors degree. I plan on majoring in finance and then becoming a CPA. I am still unsure what I want my minor to be but I’m pretty positive it will be in the business field. There were a lot of different things in my life that made me want to take this path. One of which is the financial situations of my parents. After my parents divorce, it came clear to me how important it is to go to college. My dad who went to college and got his degree has found great success. Whereas to my mother who decided to work after college struggled after the divorce to get everything together. She was changing jobs constantly trying to find one that paid more so she could provide

The goal of this course is to get you thinking about personal finance issues at a point in your life when you still have time to benefit from the power of time in generating wealth to accomplish your other life goals. The financial decisions you make early in life with determine in great extent the quality of life you will enjoy later, especially given the turbulent and uncertain economic conditions. Money isn’t everything, but a lack of it will impact almost every aspect of your life and those who surround you.

At the beginning of the semester of FIN 421, you asked each student what career path they wanted to pursue. At that moment I sarcastically answered, “I wanted to be a CFO of a company in about 15 – 20 years”. Now looking back after just 4 months, I am inspired to pursue a career in executive field. I was not serious about this career goal until we had guest speakers, Dan Cox and Kevin Lycklama from Riverview Bank. Both of them originally took the path of Accounting and Auditing. I feel like I am in the same position as they were 15 years ago. I am inspired by their story and want to follow their footsteps.

Planning for your retirement is something you should begin doing at an early age, and it should be a part of your personal finances. A financial advisor can assist you in many ways with your retirement plans. The following are only three ways they can do this.

“Money does not grow on trees,” my father asserts to me for the millionth time. “Where is all the money I gave to you yesterday?” Not to offend anyone, but if your parents never use a phrase like this, then chances are you are spoiled. Ever since the opportunity to acquire cash became available to me, my parents have looked to cut off my financial givings as much as possible. Although it may seem detrimental having my parents cease from helping me pay for simple expenses like gas, it was one of the best things for me. Without my parent’s guidance, my financial status may be backwards like many of my fellow students today. Their influence of pushing me toward independently

I work about everyday now, from about 12pm to 7pm I work at a car wash making 9 an hour to be able to pay for school and also save up to transfer to Saint Louis University where I will be aiming for a bachelor's in business. Over the last couple years of my life I realized money is what makes me happy, and buy happy I don't mean the things i am able to buy or any of that but knowing that I have money in my account makes me stress free. I can save all of my money and not spend any but on food and whatever payments I have and i'll be good. So while I was in highschool I was always fascinated by the Tv Show “ Shark Tank” that show has shown me so much in what I want to do in the future. Seeing what business ideas work and what doesn't work. I just came to a point that if anything involves selling and making money and managing products I'm interested and

More specifically, my background in economics has also established a fundamental knowledge of many financial theories and concepts, as well as proficiency with statistics and data analysis. My curiosity and eagerness to expand my financial acumen naturally led me to be actively involved and hold leadership positions in multiple extracurricular groups such as DePauw’s highly selective Investment Banking Workshop and the Investment Group. On top of this, I have been able to apply the skill set I have acquired in the classroom to professional settings through a variety of internships within the finance industry, including commercial banking, investment banking, and also for an institutional trading and risk management company. Exposure to different sectors in finance has not only furthered my interest in pursuing finance as a career but has also allowed me to develop important proficiencies in financial modeling and

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

Job knowledge, technical skills, and communication skills will help the Registered Financial Advisor’s overall performance. The Registered Financial Advisor has to exhibit a certain level of knowledge before he is allowed to give financial advice. This knowledge is tested through the Series 6, Series 63, Series 65, and the life insurance exams. In addition, the Registered Financial Advisor has options to increase financial knowledge through the attainment of different financial designations. Moreover, I have obtained the following financial designations: Chartered Life Underwriter (CLU), and Chartered Financial Consultant (CHFC). The CLU designation teaches financial advisers how to fully serve the diverse needs of their individual and

Growing up, I was a child who encountered many hardships. As I came to an age to begin realizing an underprivileged childhood I lived, I learned overlook it and live on. I began to ask myself “What does it take to live a lifestyle of true comfort financially?” This is a question which I reflect on every day and is one which motivates me to flourish. Raised by a single mother within a lower economic class, we often ran into very tough times. At one point we had to completely pack up and relocate and live in my grandfather’s house. Discomfort cannot describe the reality or feeling, however we were blessed to have Family, family that we could rely on. At the age of 14, I set a goal that would require my best work to become a successful financial advisor. I will not let my childhood define my future; rather I will control my destiny through my experiences and my accomplishments as a result of work ethic.

My whole life has consisted of insufficient finances, whether it be my mother struggling to pay the bills to keep the heat and electric on or her trying to find something for us to eat for the night with only $10. Even though there were hard time's she has always managed to take care of all seven of us. Due to these hardships, it has made me the person who I am today; hardworking and dedicated. For example, at the age of 16, I started my first job at Taco Bell, where I worked for 2 years and now work at Ruby Memorial Hospital being a Nutrition Care Assistant. Working at such a young age has shown me the value of a dollar and due to this, I have a great work ethic. However, financial difficulties have still held me back with schooling such

Life as I know it is coming to an end. For the majority of my life my parents were generous and payed for my needs and wants, but now that they opened my eyes about paying for for my own needs and wants. This topic about finance is giving me a rude of awakening about how to budget our annual salary or yearly salary with paying for our wants and taking care of our needs. When we were little we thought that money grew on trees or came from magical wishing weld, but facing the truth where money really come from which is hard work and a good education.