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How to Become a Financial Advisor?

www.21jrr.com发布时间:2010-02-21 00:06文章来源:未知投稿给我们

    我想请问,FINANCIAL ADVISOR在国内是什么职位呢?如果以成为一个独立的FINANCIAL ADVISOR为职业目标的话,要怎么样规划呢?

    我是金融硕士,去年毕业于英国,现在在英国一家公司做Financial Assistant。但说实话工作和自己的专业和兴趣有点出入,自己一直想以后回国能成为一名成功的融资经理或者投资经理,可是现在的这份工作更偏向与会计,不过对于理解公司财务和财务报表却有不可否认的巨大帮助。

    前段时间,公司由于一些问题雇佣了一位资深的独立FINANCIAL ADVISOR,工作接触中渐渐了解到这位ADVISOR不仅是投资、金融、经济、政治的专家,更加擅长于企业管理和运作及行业分析。我不知道公司聘用这位ADVISOR要支付多高的薪金,但从他的车、西服、手表等等看的出来,那一定是一个天文数字。更重要的是,我觉得他的工作就像一个医生,企业医生,找出各个问题所在,并对症下药,很受人尊敬。

    起初我以为就是资深consultant,但是后来发现也不全是这样。因为他不仅仅只是关注公司的财务和金融投资,同时也关注公司的运营和管理。

    所以想请问,如果我也想走他这条路,但是想回国发展,应该怎么定位怎么规划呢?

    万分感谢。

    本站回答:

    国内对于Financial Advisor,可能更多的是一个股票怎么玩顾问的角色,大多是金融机构招募销售股票怎么玩产品的,有点类似CFP()金融股票怎么玩师:/cfp或者RFP(财务规划师)的角色。所以如果你想往这方面发展可以考前CFP玩股票怎么开户认证,当然了CFAFRM也可以参考。

    截取wiki上的一篇文章和你分享

    How to Become a Financial Advisor

    Financial advising is a rewarding career that has grown rapidly as baby boomers near retirement. According to Money magazine, financial adviser ranks #3 in its “Best Jobs in America” report. With an average salary hovering above $120,000, there is no question why financial adviser is one of the best jobs in America. Financial advisers provide advice relating to investment strategies, mutual funds, bonds, and stocks. Using this knowledge to provide retirement advice and estate planning is crucial to client success. Clients will often discuss the need to change investment strategies based on major events such as marriage, having kids, and retirement. A financial advisor’s recommendations will help make these transitions easier.


    Steps
    Look for financial companies offering complete training programs. It may help to have some previous experience working with clients because financial advising is all about developing relationships. But you may be able to get your foot in the door if you show that you're motivated.

    Look for financial companies that offer starting financial advisers help by supplementing fees and commissions with a higher starting salary. Usually, your fees and commissions will be low at first as you build your clientele. Over time, your fees and commissions will grow as your client list grows and the remaining salary will be a small portion of your income.
    The grades needed to become a financial adviser are very high. Even after a university degree you still need to show that you have a 3.1 or higher. All companies tend to support their new employees in further training, a university degree alone does not provide this training whether it is in finance or accounting or math. Some degrees do offer exemptions towards the professional exams needed. After you complete your professional exams it will still be necessary to do exams every year to ensure that you are up-to-date with modern finances as they develop.

    Look for jobs with banks when starting out. It is often easier to become a tied adviser to begin your financial career. This gives experience dealing with clients, and often many benefits (company car, health care, etc.), and a higher salary than some independent financial advisers. Banks generally will support you fully when you are doing your professional exams too, although during this time both your job and your exams are your main focus and the hours of work during this time will increase greatly.

    Go out an get your Series 7 and 66 licenses. Generally an "RIA" Registered Investment Adviser can sponsor you to get your licenses. But, you may be able to get state sponsorship as well.



    Tips
    A college degree and good interpersonal skills are among the most important qualifications for financial advisers.

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