1. Financial Advisor
Marie Stetz

2. What does a financial advisor do?
Assisting clients in personal financial matters such as retirement, insurance,
Understand needs and goals of their clients to help make successful recommendations
Market themselves their services to attract potential clients
Teach seminars and network to companies

3. “A day in the life”
Networking services to companies, looking for new clients.
Reviewing current clients portfolios, calling and addressing outstanding issues with clients.
Updating client reports, compliance reports and other recordkeeping procedures.
Entering data into financial planning or tax programs
Attending a financial seminar, planning one or reading to learn more about financial planning to better his/her services

4. Education
Earn a Bachelor’s degree in either finance, economics, business or statistics (higher end firms require advisors to continue their education to graduate school)
Serve as an Intern
Obtain license and certifications
-Certified Financial Planner (CFP)
-Personal Financial Specialist (PFS)
-Securities and Exchange Commission (SEC)

5. Business and Finance
Broad understanding of capitalism, money, banking, etc.
How to value a business, stock or financial product
Education on financial advisory in investments, stocks, real estate, etc.

6. Economics and Accounting
Economics degree helps planner with understanding of economy. Monetary and fiscal policies.
Lays groundwork for a successful transition into financial field.

7. What I have learned...
Financial Advisors must be very good at math, budgeting and listening.
There are very long hours involved and lots of data entry, recording and paperwork.
Financing is interesting but math is not my favorite so I think I would rather major in something with less math and equations.

9. References http://study.com/financial_advisor_education.html
careers-career-change-10-advice.html