Personal Statement: A Career As A Financial Advisor

The role of the wealth manager is not to simply sell a financial product to a prospect. Instead, a wealth manager’s first concern is developing a comprehensive understanding of the client, a client-centric approach to providing financial solutions. Next the wealth manager must match the right solutions to the client’s needs and desires and ensure he or she receives an exceptional service experience. After that, product and service sales opportunities will naturally follow. Making the transition is clearly a trade-off between short-term results and long-term success. Financial security through goals-based wealth management. As a wealth manager with Merrill Lynch,

Job knowledge, technical skills, and communication skills will help the Registered Financial Advisor’s overall performance. The Registered Financial Advisor has to exhibit a certain level of knowledge before he is allowed to give financial advice. This knowledge is tested through the Series 6, Series 63, Series 65, and the life insurance exams. In addition, the Registered Financial Advisor has options to increase financial knowledge through the attainment of different financial designations. Moreover, I have obtained the following financial designations: Chartered Life Underwriter (CLU), and Chartered Financial Consultant (CHFC). The CLU designation teaches financial advisers how to fully serve the diverse needs of their individual and

I am a motivated finance and management professional that is eager to acquire additional knowledge and experience. My self-determination and fortitude has made me an asset to my organization. My finance skills include the ability to accurately formulate budgets, analyze trends, and effectively track sales. In a management setting, I am experienced in creating marketing plans, building relationships with clients, and supervising a moderately sized staff. I am often acknowledged for taking the unconventional route in management. Co-workers and supervisors recognize my extensive attention to detail, while being accessible at all times. In addition, I excel at troubleshooting and adapting to change in a dynamic industry. Furthermore, I approach

Over my high school career I have interned at two finance-oriented companies. IN 2012, I started at Megastar Financial, a mortgage company located in downtown Denver. Here, I learned about the complex mortgage industry along while assisting in the accounting and underwriting departments. The company I currently intern for is Innovest Portfolio Solutions. Here, I work in the marketing department, however I have a variety of exposure to the different pieces of the company’s different departments and committees. As I have been exposed to the world of finance, I have grown fond of the discipline. Along with these internships I have been an apprentice of both geophysics and botany at the University of Wyoming. The apprenticeships were completed

Throughout my tenure at the Undergraduate level, it became very clear that I wanted to stay within the Financial Sector post-graduation. Finding that ideal role that I could leverage with my degree, was quite a whirlwind to say the least. However after landing an internship with Well Fargo in the Residential Mortgage right after graduation was ideal in 2011.

Becoming a financial advisor will be a challenge but not impossible because of my demanding high school schedule that I have maintain with a cumulative GPA of 3.7. I maintained that GPA by studying hard, managing my social, academic, and sports life all together. Numerous AP and honors classes has shaped my ability to work under pressure and survive rigorous curriculum. Being certified in five programs have demonstrated a range in my academic abilities. I also had the opportunity to gain some insight in the business field because of a summer intern. I learned computer application, such as QuickBooks and also acquired the skills to conduct payroll. Learning how to work in QuickBooks and conducting payroll has open my perspective of the jobs of a financial

At UF, there are numerous resources and organizations on campus that I have taken advantage of and participated in, such as the Heavener Career Week where I was able to meet and talk with employers from the business sector. My involvement in these activities have taught me valuable communication and leadership skills, while giving me a hands on experience of the business field. I have also learned how to work in a fast, precise manner, and developed team work and customer service skills through my part time job at Culver’s restaurant. These all being important and necessary skills of a Financial Advisor at Northwestern Mutual.

I will be attending Mississippi State University and majoring in business; in hopes of becoming a personal financial advisor. While attending college, I plan to gain a vast number of tools to guide myself and others to a greater financial state. I also plan to become a certified educator because in our area the occupation is vital to the development of our youth. Benjamin Franklin said, “An investment in knowledge

During the years before the implementation of the One Child Policy, the leaders of China were involved in wars, a great leap forward, and an industrial revolution. In the last twenty five years China’s One Child Policy has affected the country in every way one can imagine. This paper will attempt to explore the major ways the policy has affected the people of China socially, and how the economy has reacted with the change. A brief history on the traditional views of Chinese families, before the policy’s implementation, is outlined ahead of the policy’s background. This is to illustrate

Satirical works are meant to ridicule aspects that are often seen as controversial or unfavorable in society. In the book The Canterbury Tales, Geoffrey Chaucer uses irony, humor, and satire to reveal how rampant the corruption of the Church was during medieval times mainly in the Pardoner's tale. Along the way to Canterbury, the Pardoner discloses corrupt secrets about himself to everyone else in the group. In a way, these secrets represent how dishonorable the Church was during the middle ages.  

The fun parts of my job are that I get to be a financial advisor to famous people such as movie stars and professional athletes. Also, I get to meet with a lot of new clients and business owner. I am proud to be whom I am today and I’m glad that I’am be able to accomplish my purpose and making it comes true.

As a highly motived student with strong analytical and communication skills, I believe both divisions are a perfect fit for me. I am currently interning for a financial service position and I love how I can help people and businesses to make better financial decisions; so I would like

If a person thinks about their career, they will think something like this. An advantage to financial advising is that “you can feel good about helping people achieve their financial goals” (Spano). I think this will feel very good because it feels great to help people. A

The importance of this certification is to comfort potential clients I achieved the highest standard in the industry. However, I currently operate under the same fiduciary rules at the highest standard of ethics and integrity. I currently hold series 6; 63; 26; and 65. I currently manage over $1,000,000 in assets under management. The only additional training needed is the CFP course, and a Bachelor’s Degree. My advisor helped me understand the relationship between workforce and other employers to assist in the job market. Financial advising was always my objective, however, ACC’s programs and self-assessment tool improved my skills and knowledge to peruse my goals. Basically, using the self-assessments and research tools offered by ACC along with the career advising gave me the ability to move through the four career phases this semester. Removing any doubt early in my educational career allows time to focus on completing my career goals in the self-imposed time

Deforestation is a major global problem with serious consequences to the planet. These consequences have a negative effect on the climate, biodiversity, the atmosphere and threatens the cultural and physical survival of life. Deforestation is the permanent destruction of indigenous forests and woodlands. It has resulted in the reduction of indigenous forests to four-fifths of their pre-agricultural area, so that now indigenous forests cover only 21% of the earth's land surface. The world Resources Institute regards deforestation as one of the worlds most pressing land use problem.