1. FINANCIAL ADVISOR

2. Nature of the work In-person meeting Get clients Seek advice Working hours Work from office and/or home

3. Education Associate or Bachelor Degree in - Accounting, - Banking, - Business Administration - or Insurance Courses for licenses, qualifications & certifications

4. Classes needed Introductory Financial Advising Course Accounting Course Risk Management Course Investment Planning Course Retirement and Employee Benefit Planning Course Estate Planning

5. Licenses Financial Advisor License Certified Financial Planner Certificate Chartered Financial Consultant

6. Personal skills needed Strong math skill Analytical skill Interpersonal skill Computer skill Presentation skill

7. Salary Average annual salary $57,100 50% range from $43,600 to $76,620 10% less than $34,570 10% in excess of $108,060

8. Job Duties Identify Client's Specific Needs Develop Financial Plans Recommend appropriate FPs Helping client execute FPs Meet client’s needs

9. Job outlook 41% higher than the national average for all job Salary 42% higher than average 37% job growing in a decade

10. Other Information The 3rd Best Job in US according to Money Magazine Beginning step - Get job in banks Train yourself, eg. From CNBC, Yahoo Finance, CNN, Wall Street Journal, Money Magazine, etc.

11. Other Information Famous Financial Advisors: Warren Buffett-1930 $68B asset world greatest investor and adviser Jim Rogers-1942 1990-92 driving car around the world John Paulson- 1955 2010 he earns $5B

12. Prepared by: Stone Linda Jean Monique Tasha