To begin with, you must love connecting with people because being a financial advisor is about developing relationships. We’ve had people tell us that they didn’t enjoy being a dental assistant and we’ve known lots of folks say they’ve enjoyed news reporting, public relations, and all sorts of counseling – those do seem like great jobs for ENFPs. And i have seen several maintence jobs listed, so that really makes so much sense to me now. Over 2,000 people have taken our careers quiz to see how their job or career matches up with what ENFPs say they need for career satisfaction.
Questions that asked not only about the job you do on a daily basis, but about the environment you work in. Even if the job itself is exciting and interesting to us, we’ve known ENFPs who’ve felt that working atmospheres like this drained their energy completely. At FCG, we consider each client to be unique, with their own set of financial goals and concerns. In recognition of each individual’s circumstance, we believe it is our job to listen to their needs, desires and concerns before beginning to construct a financial plan. Despite the sometimes radical changes in marketplace, our clients know that their financial affairs will be responsibly managed.
With Financial Consultant Group, they have a partner with a plan who will look out for them through a variety of economic circumstances to help meet their objectives. Fitzgerald Consulting would not sell a single insurance policy, annuity, mutual fund or any other financial product. It took about a month to get the results back and during this time I was interviewing for jobs.
Seniors are losing an estimated $36 billion each year to elder financial abuse, and things may not get better anytime soon: By 2050, the number of people age 65 and older with Alzheimer’s disease may nearly triple, from 5.1 million to a projected 13.8 million,” reports Charles Paikert. As such, Fidelity is out with a new program to help firms work better with older clients. Financial Advisors” are actually Financial Sales Representatives.” They are just as much salespeople as real estate agents and about as much of an advisor as the associate who advises” you on your purchase at the mattress store.
Contrast this with the Personal Financial Advisor” who does not make money unless you buy his company’s products. Most importantly, I will offer no preferred vendors” for any financial products that I am helping you shop. The definition of advisor is a person who gives guidance or recommendations concerning prudent future action. The definition of salesperson is someone whose job involves selling or promoting commercial products. The financial industry is changing and professionalising, which should be good for consumers,” he says.