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Financial Advisor Careers

Financial Advisor Careers

The job goes by a lot of names, including financial planner, financial advisor and personal financial consultant, but it's rarely called what it typically is: financial products sales. Financial planners earn a living by helping people sort through and choose investments, insurance and other financial products. They do retirement planning, college funding, estate planning and general investment analysis. (To learn more, see What Is A Registered Investment Advisor?)

Obtaining New Business
Finding clients who need those services and building a customer base is crucial to experiencing success as a financial planner, because referrals from satisfied clients are an important source of new business. Whether you find new clients by giving seminars or lectures, through social or business contacts or simply by cold calling, find them you must.

Having a broad social network is one reason that many successful financial planners enter the field after working in a related occupation such as accountant, auditor, insurance sales agent, lawyer or securities, commodities and financial services sales agent. (For more insight, read, and .)

What Education Will Lead to Employment?
Financial planning employers look for candidates with a bachelor's degree in accounting, finance, economics, business, mathematics or law. Courses in investments, taxes, estate planning and risk management are also helpful. Programs in financial planning are becoming more widely available in colleges and universities.

Financial analysts may also seek the Certified Financial Planner® (CFP®), the Chartered Financial Analyst (CFA) and the Chartered Financial Consultant (ChFC) designations. To read more, see .

Generally, a license is not required to work as a personal financial advisor, but advisors who sell stocks, bonds, mutual funds or insurance may need licenses such as the Series 6, 7, or 63. These exams are administered by the Financial Industry Regulatory Authority (FINRA, formerly the NASD) and in order to take most of these exams, sponsorship by a member firm or self-regulatory organization is required. (For more information, see )

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Popular Q&A

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What is the average Length of Years a Financial Advisor Career?

At 20+ years the average salary is almost $75k a year, so most people stick with it for a while.

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Financial Advisor career change?

If I become a financial advisor at a large insurance company like MetLife, could I easily switch into a different position at the same company?

You are describing a job where the pay is largely based on commissionss. It is a fancy name for sales. The ease at which you switch positions depends on the job market and your value to the company. Right now, most companies are cutting back. Financial advisors are struggling as people are just trying to make ends meet, let along investing into the futue.
I believe that the inside people tend to have greater ease at moving around the company, however, Financial Advisors can move up into management. That would provide more stability.

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