Become A Financial Advisor (2)

Financial ConsultantHere’s the blurb for Ant Farm:In this thrilling prequel to Bad Policy and Cabin Fever, when thirty-eight retirees meet a gruesome end at a picnic meant to celebrate their achievements, financial crimes consultant Seamus McCree comes in to uncover the evil behind the botulism murders. Students learn how to use mathematical models and economic theories to analyze data and make sound recommendations on financial resources and issues. Accounting programs emphasize the collection and organization of financial information, often for budgeting or tax purposes. Students learn industry skills such as financial reporting and analysis, managerial accounting, cost management, auditing, tax accounting and other generally accepted accounting principles (GAAP)—all of which can be beneficial for a career in financial advising.

Academic instruction in the classroom provides the foundation for learning, but internships offer opportunities for financial advisors to get real-world experience. Many certifications in financial advising require continuing education, while senior positions often demand an advanced degree. My favorite part of being a financial advisor is building relationships with my clients.

It’s important for students to attend a school that has forged relationships with financial firms or other companies that can provide training opportunities for students to practice what they have learned, and gain instruction and insight from mentors working in the field. For example, financial advisors who want to sell insurance must be licensed in their state as an accredited adviser in insurance. Check with your school’s career office to identify job leads and obtain help in writing resumes and cover letters.

Financial advisors work with a variety of people who have different financial backgrounds and levels of knowledge. Being a financial advisor means working in an ever-changing field, which makes it challenging and interesting over the long term. Being a financial advisor is so much more than just managing an investment portfolio or developing an estate plan; it’s meeting families and developing a life plan for your client. Comprehensive financial advisors piece together information and strategies from a variety of sources to create a financial plan, including some areas that clients may not realize.

When you separate the portions of your financial life, you can hinder the results, because it all must work as a whole. When you tell your advisor you want to make financial gifts to your family members, your advisor could be coordinating these gifts with your estate plan, insurance or trusts. I highly recommend doing an internship or shadowing a financial advisor to get a better idea of what day-to-day work looks like, to determine if it is something you are interested in.Financial Consultant

Financial Consultant