Role Of A Personal Financial Advisor
A personal financial advisor is a person who gives advice on many things, including investments, insurance, mortgages, college loans and savings, estate planning, taxes, and retirement. Their job is to help people manage their money in a good way. They have the responsibilities of helping their clients plan for their short and long-term financial goals. I expect to learn about the day-to-day responsibilities that they have. I have chosen to do this career because it interests me.
For an entry level job as a financial planner, you need a bachelor’s degree to get started in this career field. You can further your education as much as you need, to keep excelling in your career field. Some colleges offer specific financial planning course that …show more content…
They also mostly all offer both short and long term disability for their employees, according to Edward Jones. If you start your own business, you will probably choose your own healthcare plan and your own benefits. Usually employees have decent retirement plans with a good matching of price per month to give to each employee, according to Glassdoor. You get good vacation days and they are mostly all payed. Again if you start you own business you will be able to decide all of these things for yourself. The only health and safety risks that you would have with this job would be driving from meeting to meeting, when you meet with your clients. You mostly have a desk job so there are no huge risks involved when you go into this …show more content…
This job also can come with long hours. Financial planners sometimes work more than forty hours per week, especially in the beginning when they are trying to establish certain clients. Usually they work for long hours in their offices trying to get all of their work done, according to StateUniverity.com. Some financial advisors even have to work evenings and weekends to meet with clients. The best part of your day in this career would be being able to see your clients and knowing that you have helped them plan their lives for the better. One challenging part of this job would be the long hours and all of the thinking involved with the math and numbers part of this
For an entry level job as a financial planner, you need a bachelor’s degree to get started in this career field. You can further your education as much as you need, to keep excelling in your career field. Some colleges offer specific financial planning course that …show more content…
They also mostly all offer both short and long term disability for their employees, according to Edward Jones. If you start your own business, you will probably choose your own healthcare plan and your own benefits. Usually employees have decent retirement plans with a good matching of price per month to give to each employee, according to Glassdoor. You get good vacation days and they are mostly all payed. Again if you start you own business you will be able to decide all of these things for yourself. The only health and safety risks that you would have with this job would be driving from meeting to meeting, when you meet with your clients. You mostly have a desk job so there are no huge risks involved when you go into this …show more content…
This job also can come with long hours. Financial planners sometimes work more than forty hours per week, especially in the beginning when they are trying to establish certain clients. Usually they work for long hours in their offices trying to get all of their work done, according to StateUniverity.com. Some financial advisors even have to work evenings and weekends to meet with clients. The best part of your day in this career would be being able to see your clients and knowing that you have helped them plan their lives for the better. One challenging part of this job would be the long hours and all of the thinking involved with the math and numbers part of this