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Become a Financial Advisor: Education, Skills, and Career Outlook

A Financial Advisor helps clients identify financial needs and develop tailored plans to achieve their goals. With options to work in-office or remotely, this career offers flexibility and strong earning potential, with an average annual salary of $57,100. Educational requirements typically include an Associate or Bachelor's degree in relevant fields and specific certifications. Key skills needed are strong math, analytical, and interpersonal abilities. The job market is promising with growth potential, making it a highly desirable career choice.

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Become a Financial Advisor: Education, Skills, and Career Outlook

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  1. FINANCIAL ADVISOR

  2. In-person meeting • Get clients • Seek advice • Working hours • Work from office and/or home Nature of the work

  3. Associate or Bachelor Degree in - Accounting, - Banking, - Business Administration - or Insurance • Courses for licenses, qualifications & certifications Education

  4. Introductory Financial Advising Course • Accounting Course • Risk Management Course • Investment Planning Course • Retirement and Employee Benefit Planning Course • Estate Planning Classes needed

  5. Financial Advisor License • Certified Financial Planner Certificate • Chartered Financial Consultant Licenses

  6. Strong math skill • Analytical skill • Interpersonal skill • Computer skill • Presentation skill Personal skills needed

  7. Average annual salary $57,100 • 50% range from $43,600 to $76,620 • 10% less than $34,570 • 10% in excess of $108,060 Salary

  8. Identify Client's Specific Needs • Develop Financial Plans • Recommend appropriate FPs • Helping client execute FPs • Meet client’s needs Job Duties

  9. 41% higher than the national average for all job • Salary 42% higher than average • 37% job growing in a decade Job outlook

  10. The 3rd Best Job in US according to Money Magazine • Beginning step - Get job in banks • Train yourself, eg. From CNBC, Yahoo Finance, CNN, Wall Street Journal, Money Magazine, etc. Other Information

  11. Famous Financial Advisors: • Warren Buffett-1930 $68B asset world greatest investor and adviser • Jim Rogers-1942 1990-92 driving car around the world • John Paulson- 1955 2010 he earns $5B Other Information

  12. Prepared by: Stone Linda Jean Monique Tasha

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