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A Career as a Financial Advisor - Personal Statement Example

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Summary

The scope in this paper “A Career as a Financial Advisor” is primarily to be able to substantiate the author’s understanding and aspiration to have a successful career as a Financial Advisor and how exactly he intends to execute this, given an opportunity to fulfill this aim…

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Subject: Sociology
Type: Personal Statement
Level: College
Pages: 3 (750 words)
Downloads: 3
Author: pfefferlela

Extract of sample "A Career as a Financial Advisor"

In addition, they should be articulate, persuasive, and have fairly decent selling ability. While associating myself with knowing the significant elements of the financial world, I have also kept myself engaged in developing the required skills.4. Target Clients - High Net worth Individuals are a Key Target A growth area in financial planning and money management is targeting the high net worth individual.

PSI, a financial services consultant, estimates that over 4 million US households have a net worth in excess of $1 million, which is encouraging enough to dwell more on this crowd to explore more opportunities for business and sales.5. SourcesThere is the benefit of attending local chapter meetings of financial planner organizations. The best way to find out the identity of a local chapter is through any of the three national financial planner organizations: (1) Institute for Certified Financial Planners (2) International Association for Financial Planning or (3) National Association of Personal Financial Advisors.

I also plan to be updated from top trade magazines including Today's Realtor and Mortgage Banking Magazine and online at Inman News, the leading electronic broadcast service in real estateInformally I will also keep track of all the blogs veteran certified financial planners maintain, to develop some kind of competitive intelligence and be better facilitated with facts about the sector as a whole. Websites of leading firms that hire Financial Planners like AIG, Ameriprise Financial, Edward Jones, John Hancock.

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