Personal Statement On Personal Financial Advisors

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

I attended Mary of Nazareth School from preschool to 8th grade. Therefore, I know what a good school environment can teach you throughout your educational life. Good Counsel fits perfectly under these circumstances. As a candidate for Good Counsel, I have the characteristics of a responsible high school student. When I become a Good Counsel student, I will use my gifts and talents to benefit this school.

The Career Cluster six, Finance, includes jobs that provide many needed services to many people. These services include financial and investment planning, business financial management, and banking insurance, but these are just a few of the many examples. The jobs seen in this Career Cluster are all, to a certain extent, related because most of the occupations require math skills. Today I will tell you about the job, Securities-Commodities-Financial Services Sales Agent.

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.

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.

Throughout my years attending UW-Madison, I have come to realize that I do not want to pursue a career as an employee for my life’s goal. For much of my adolescent years I watched my father build his own accounting business from the ground up which has been very formative in my career goals. The freedom and flexibility of time that my father’s self-employment has given our family is something that I hope to emulate one day for my own family with the help of the Certificate in Business.

Prior to my planned matriculation into medical school, I have decided to seek gainful employment in a field that differs from my undergraduate biology courses. I do this as an attempt to gain experience from as many different subjects as possible, in return this will allow me to be a well-rounded individual. I have held a position known as the Global Wealth Investment Management Senior Operation Representative. This was a position for Bank of America/ Merrill Lynch financial advising firm. This position is offering me countless perspective on the financial world. This position has put me in the advising seat, which allows me to counsel the Financial Advisor or Client Associate, based on their record books and how to maintain or service the

One of my greatest accomplishments was graduating from the University of Northern Colorado with a Bachelor of Science degree in Business Administration including an emphasis in finance. While working a full-time job and juggling school activities I completed my degree in three and a half years. My grandfather who was once a Dean of Educational Services at Miami University encourage me along the way. Completing my degree and starting a career in Banking at Wells Fargo brought an abundance of pride to my family. Starting as a Teller I worked my way up to become a Branch Manager in four years. After devoting ten years to Retail Banking I transitioned into Business Banking. Within six months I became a Business Banking Administration Manager,

Each individual investor has different a different experience. Since the most prevalent feature of Future Advisor is a less costly management structure for a portfolio, which automatically presents more money for investing. Using portfolio balancing and tax-loss harvesting investors can turn what would have been expenditures in potential higher returns.

In financial planning, one must consider both the personal and business aspect of the profession. Without recognizing both, an advisor cannot expect to grow their business and expand their client base. The personal aspect allows advisors to better engage and connect with clients. In turn, an advisor hopes this leads to an increase in business. However, when considering the business aspect, an advisor must also recognize what is harmful or beneficial to his practice. As we said in class, we have to keep the lights on. Naturally there are strengths which apply to both aspects, while there are strengths mutually exclusive to only one aspect. My top three strengths relate to both the business and personal aspect of financial planning. The fourth

In the future, I wish to pursue a career as a financial advisor and succeed in creating my own company. To add to this, I'd also love to specialize in investment management. My inspiration to work in commercial affairs stems from the fact that in retrospect, finance is a leading industry that is central to the economy. Every single enterprise and business needs trusted individuals who are knowledgeable in fiscal matters to uphold it. Along with this, the demand for financial advisors is rising in wake of Canada's current recession, making it a thriving business to be a part of.

Fortunately enough to have a career others strive for. Upon graduating high school I was offered an entry level position with an Ameriprise Financial franchise. I started my venture as an administrative assistant learning all the duties of an office job. I excelled and grew at a fast pace in this position. After being offered a full-time position I made the choice to pursue this career and put my education goals aside. In making that decision I have progressed at a rapid pace in the finance industry. I have been employed by Ameriprise financial for almost seven years now at four different franchises in three different states. I currently am a Financial Planning Specialist for multi-million dollar clients. The opportunity for growth is and my continued success is tremendous. I am aware that if I were to continue on this career path I would be set for

The Financial Advisors field will grow by twenty-seven percent to 2022, according to the U.S. Bureau of Labor Statistics (“How To Become”). I think one reason why is this: “There’s a reason that the number of universities offering degrees in financial planners hit retirement age, vacancies in the field are predicted to skyrocket” (Chandler). The next quote about the job field in financial planning is, “In the wake of the recession, people are looking for guidance on how to build financial security after depleting short-term savings, tapping into retirement funds and losing home equity,” says Jennifer Grasz of Careerbuilder.com. “We see more demand for financial advisors” (“Financial Advisor”). Most of this demand is in Texas, California, and New York (“Financial Advisor”). In the whole United States, 81,060 dollars is the average salary of a Financial Advisor a year (“Financial Advisor”). A job in financial planning is both highly needed and highly

As an undergraduate business student at the University of Florida with a major in Finance, I have earned a well-rounded education while being exposed to countless opportunities to gain leadership, management, and communication skills. I have recently learned about Northwestern Mutual’s Financial Advisor position and I believe that my experiences and education qualify me for this position.

My past experiences, including internships and extracurricular activities, have introduced me to finance, where I plan to build my education. By interning for a wealth management firm I was able to experience the positive impacts of business first hand. The feeling of completing meaningful work that helped individuals and small businesses prepare for future success had a heavy impact on me. I realized how important investing and financial planning are for a meaningful future, and it determined me to