Financial Advisor Research Paper

Today I will creating a memo that guides my client Casey Blount. As her financial advisor I will get her through this rough patch of her life. Ms.Blount s a native of Knoxville, Tennessee, graduated last June from North Carolina State University with a major in Communications and a minor in business. Soon she will begin her first job as a junior account executive at an advertising firm called Profound Advertising, in downtown Raleigh on January 2, 2017. Even though she minored in business, she needs my help in advising her financial life. In my memo to her I will need to guide her through student loans; housing; transportation; credit card usage and credit score; retirement plans; and basic budgeting issues. Ms.Blount is working with a tight

I will be attending Mississippi State University and majoring in business; in hopes of becoming a personal financial advisor. While attending college, I plan to gain a vast number of tools to guide myself and others to a greater financial state. I also plan to become a certified educator because in our area the occupation is vital to the development of our youth. Benjamin Franklin said, “An investment in knowledge

Financial examiners do many things in their line of work, they help ensure compliance with laws governing financial institutions and transactions. They also review balance sheets, evaluate the risk level of loans, and assess bank management (Financial Examiners, 2018). Most financial examiners do not start off as an examiner they would most likely be advisers first. Financial examiners are also called financial advisors, they both do the same line of work, but are called different names based on what kind of job they receive.

In October of this year, the Bureau of Economic Analysis reports the Real Gross Domestic Product which is the United States production of goods and services

Quicken Loans is the largest online retail mortgage lender across the nation. In the year 2006, it closed almost $18 billion in home loans. It is the 11th largest retail lender and has more than 4,600 employees.

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

“Almost all spectaculator adventures don’t start out with an application and an insurance waiver.” Edward Jones.

My internship at FuturePerfect Ventures has been an incredible learning experience and a stepping-stone for a fulfilling career path. I have known that I wanted to pursue a career in financial communications before I even started the internship search process. My experience at FuturePerfect Ventures not only solidified my desire to work in this specific industry but also gave me the opportunity to build on my existing skills and allowed me to have first-hand experience in this area. Thus, my internship at FuturePerfect Ventures has been, in many ways, more than a learning experience but also what Nathaniel Kolac, the author of the Harvard Business Review article, “Build a Career Worth Having, refers as a valuable stepping stone, one of the many experiences that help create the path to a successful, fulfilling career.

Before recommending investments, it is necessary to better understand the investor’s goals, life stages and risk tolerance. Whether it be a small or large investment, there are several stages to deciding upon the best investment(EdwardJones, n.d.):

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

The student I will be giving feedback on their Week 2 Audio Slide Show Project is Don Gamble.

John Pierpont Morgan, known as J.P. Morgan, was born on April 17, 1837, in Hartford, Connecticut. The son of a successful financier, Morgan followed in his father’s footsteps into the world of international finance. He would later become one of the world’s most renowned financial figures in history. Morgan consolidated several major railroads, U.S. Steel, and General Electric corporations, his banking firm, JP Morgan and Co, was the predecessor of today’s banking titan, JPMorgan Chase & Co.

Financial planning requires establishing goals and developing a strategic plan which can expedite the process. Whether buying a house, starting a business, saving for higher education, working toward retirement, or investing in real estate, financial planning is the key to achieving success.

I am interested in being a Financial Advisor/Planner for a variety of reasons. The first reason is that ever since I was young, I always knew that one day I wanted to work myself. It seems appealing to have the time and effort that I put forth in a job directly benefitting me. This particular career path would allow me to one day essentially be running my own business, which is my end goal. Another reason I am interested in this position is because the idea of helping people is really rewarding to me. I want to be able to help people reach their financial goals, whether it’s trying to retire by 65 or trying to save up to send their child to college.

-Brokerage firms manage and facilitate the purchase of stocks, bonds, and other types of investments.