Financial Services

This is a great position however can be very stressful. This position will help one gain a lot of work experiences in the financial services industry as well as building affluent relationships with high profile clients.

As a financial advisor, I help my clients achieve their financial goals through comprehensive financial planning. The ultimate objective is a successful and long term implementation with your clients. Solutions include insurance products, investment vehicles, spending plan development, tax planning, and estate planning strategies.

Daily activities include but are not limited to lead generation, client acquisition, development of financial plans, presentations to clients, investment/asset management, insurance brokering, and seminar presentations.

The business model is similar to that of a doctor. Once your client base is built, you may remain as an employee or franchise a practice to become a small business owner.

This is far and away one of the most rewarding careers in the world but it does not come without some blood, sweat, and tears. The learning curve is steep and challenging with the opportunity of continuing education.

In the long run, the business provides me with the ability to grow my own practice and build it according to my own vision. This career is one that I will be in from now until I retire because not only is my work rewarding, but I will also have the flexibility and independence I desire in order to support my loved ones.

I help clients navigate the shifting financial landscape. You are required to be equal parts economist, trader, financial planner, and psychologist - with an emphasis on maintaining the mental health of clients who don't really understand the inner workings of the financial markets. It's a great industry - challenging, competitive, and intense.

-I work regular hours (non of these 80-hour ibanking weeks).

-My day is spent generally on the phone and in front of a computer, working on managing many different projects. Projects can take as short as 1 day to bring to completion or as long as a few months.

-Brainstorming meetings always bring new projects to my plate. We're always thinking up and rolling out new things/ways to make the company better. We do what we can do be able to streamline processes, foster growth, encourage specific behavior that we want, etc.

Like I mentioned earlier, there's not a set routine to my job. The bulk of my day consists of driving out to meet prospective clients, attending dinners and recruiting events, making calls and calling into meetings. I do a little bit of reporting (more like log keeping) of all the people I speak to, and how successful each conversation went. My job is a lot about networking: who you know, who you meet, and who you try to meet.

Determining net asset value for mutual funds. Monitoring computer processes and correcting errors. Audits on funds. Filing with the SEC.