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Finance Jobs

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Learn to become a Financial Advisor and build a career of a lifetime. Work with individuals and business customers achieve financial and investment success. Successful financial planners can earn mid six figures and higher and make investments their dream career.

An Investment or Financial Adviser is someone who manages a portfolio or advises a person what to do in their portfolio. For these services, an Adviser can retain a fee for doing so. They operate much like an Accountant or an Attorney would. Rather than directly sell a security for commission, they will receive a fixed percentage of the assets they manage. The license that most of them receive is the SERIES 65 (Registered Investment Advisor). What makes this arrangement attractive for the Adviser is that your income stream is much steadier. Your fees are set so if a customer is not particularly active, you still retain the normal advisory fee you charge.

The agreement is equally beneficial to the customer. A customer does not feel the same pressure to buy as they would from a commission Stockbroker. A Stockbroker does not make money unless a customer buys or sells.

With the population of the country living longer and the trend of big companies providing attractive retirement plans on the decline, insurance agents, retirement and estate planners are doing well. Building a finance career and getting jobs in these areas can be very rewarding and the trends are on your side.

There are many areas of finance and investments. You may end up being a bond broker, a trader, a mutual fund broker or something else. The quickest way into a good investment or finance job or career is to get a job as a financial advisor or broker. You have to put in the time and effort, but the openings are there and the experience you gain working with client investments will serve you very well going forward. Either you make a great career doing just that, or you platform that job into another area that better suits you.

Become and Investment Advisor by passing the Series 65. The Series 65 home study course is available from American Investment Training.

CFP (Certified Financial Planning) Exam Fast Track - This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning.

Wealth Management: The Financial Advisor's Guide to Investing and Managing Your Client's Assets - Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky's effective, optimal asset allocation policy that is designed to account for each client's unique goals and constraints. It provides you with concise yet thorough information on current investment theories, along with detailed reference for further study.

So You Want to be a Financial Planner : Your Guide to a New Career, 2nd Edition - Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations.

Getting Started as a Financial Planner - This book presents a blueprint for launching a successful future in a lucrative, exciting profession.Topics include education and certification requirements, options for specialization, fee structures, logistics and technology, compliance, and legal issues. This easy-to-use guide gives a direct, turnkey approach to entering the field and setting up a financial planning practice. Special forms, checklists, and other useful tools reinforce the hands-on appeal of this practical guide.

The Winner's Circle: How 30 Financial Advisors Became the Best in the Business - Sharing private wealth management secrets typically reserved for elite and institutional investors, these advisors reveal the investing strategies that they recommend to their clients. For financial professionals, this book offers a rare glimpse at how these luminaries have built their businesses and provides extraordinary advice and insight for future investment strategies.

Guerrilla Marketing for Financial Advisors - Jay Conrad Levinson, author of the highly successful Guerrilla Marketing series of books has teamed up with Grant W. Hicks, CIM, FCSI , a financial advisor for the last fourteen years to uncover all aspects of marketing for financial advisors including prospecting, client management, referrals and professional image. Look at the most successful advisors today and you will find that they lack systems and strategies to attract top clients and prospects that work. This work is a collection of fourteen years of researching and testing the best ideas for financial advisors.