Personal Financial Advisor Research Paper

The career that I choose to research about is a Personal Financial Advisor. Personal Financial Advisors work with people to help them with their finances, investments, insurance, mortgages, college savings, estate planning, taxes, and retirement. Personal financial Advisors usually need to have a bachelor's degree but they don't require it to be in a certain field but it is recommended that you have a degree in finance, economics, accounting, business, mathematics, or law. Personal Financial Advisor training is usually an on-the-job training period which is working under the supervision of experienced financial advisors and learning how to perform their duties, such as building a client network and developing investment portfolios training
The first survey we took was the career cluster survey and my results were Business, Management, and Administration, Finance, and Government and Public Administration. The next survey that we took was the learning styles survey and that survey I agreed with more in our pre-survey work I circled that I would be an active, sensing, visual and sequential learner and those were the learning styles the survey gave me. Those learning styles go with my original career choice of Personal Financial advisors because they need to be sequential because they work with numbers and need to know the steps to get a certain process done. Another survey we took was the Personal work values survey that survey was about what we value when we are working so we know what to look for when searching for a career. The top two work values for me were Independence so I would be best if I found a career that would let me work by myself or be able to control what I am doing the next highest value was Recognition which means I would be best if I found a career that offered advancement and the potential for leadership. I think that these go with being a Personal financial advisors because they usually start out at a lower level then work their way up to Financial manager where they are independent and manage other employees below them. The next survey that we took was the transferable skills survey which is about what skills can you learn and take to all of your future jobs. My results for this survey were Work Survival which is the ability to learn day-to-day skills which assist in promoting effective production and work satisfaction. The second highest rated skill was Organization, Management, and Leadership which is the ability to supervise, directs and guide individuals and groups in the completion of tasks and fulfillment of goals. I think that these are good skills for Personal Financial advisors to