Becoming A Financial Advisor The Qualifications You Need - PowerPoint PPT Presentation

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Becoming A Financial Advisor The Qualifications You Need

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Willis Consulting is a financial services recruiting firm. Our finance job recruiters are experienced and know where all the job opportunities are. If you are seeking a financial advisor, broker, or banking job, call us at 310-373-7400 or submit your resume: . Visit the website: www.willis-consulting.com/ – PowerPoint PPT presentation

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Title: Becoming A Financial Advisor The Qualifications You Need


1
The Qualifications You Need
Becoming a Financial Advisor
2
is NOT a cakewalk.
Becoming a financial advisor
3
means a LOT of work.
Building a career
4
Financial Advising
Is It the Ideal Career for You?
5
Financial advising is a type of sales position.
6
Your job will involve obtaining and convincing
clients to invest their money.
7
How to Become a
Financial Advisor?
8
Earn a Bachelors Degree
You have to have a college degree to possess
standard knowledge and skills.
9
Experience is Key
Internship is the best means of climbing up the
ladder fast
10
and getting that much experience as possible.
11
REMEMBER!
the purpose of this is to gather experience and
information in the field
12
so even if the job is low paying it's worth the
time spent.
13
Training Programs
During training, you will be able to accumulate
the necessary experience required
14
Training Programs
for the upcoming licensing examination.
15
Willis Consulting is a financial services
recruiting firm.
16
Our finance job recruiters are experienced and
know where all the job opportunities are.
17
If you are seeking a financial advisor, broker,
or banking job, CALL us at 310-373-7400
18
or submit your resume http//www.willis-consult
ing.com/apply-financial-services-job.
19
Los Angeles Office Corporate Headquarters 719
Yarmouth Road, Suite 203 Palos Verdes Estates, CA
90274 310-373-7400 PST
20
Scottsdale Office 15051 N Kierland Blvd, Suite
210 Scottsdale AZ 85254 480-361-9490 PST
21
New York Office 244 5th Avenue, Suite 1855 New
York NY 10001 212-726-2041 PST
22
Visit us at
http//willis-consulting.com/
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