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Personal Financial Advisor

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Personal Financial Advisor
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Süžeeskeem Tekst

  • Hey Mace it's been awhile! What career did you decide to pursue out of college?
  • I am very interested in this job. What are some of the responsibilities you have with it?
  • Hey Nyier coming out of college I got my Bachelors degree and became a personal financial advisor at the company called Wealthcharter retirement planning!
  • Thanks Nyier! During my job the responsibilitiesthat I hold are advising clients on financial plans using knowledge of tax and investment strategies.
  • Whats you typical things to do on a regular day at your job?
  • Seems very interesting what education did you need?
  • Interview clients to gather financial information, recommend investments to clients. implement financial decisions to assess the financial status of clients and correspond with customers to answer or resolve complaints.
  • Bachelor's degree, no work experience more than one year on the job training.
  • Very nice very cool. What made you interested in this job?
  • What skills did you have and talents did you need for this occupation?
  • What made me interested is the talents I had when I was growing up matched the talents and skills I needed for this job.
  • Some skills I needed were,Active Listening,Speaking,Reading Comprehension, and some talents you may need arewritten expression, oral expression, written comprehension, speech clarity.
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