In this career quiz for Personal Financial Advisors, you will find out if working as one is right for you.
After taking this career quiz, you will find out if becoming a Personal Financial Advisor is the right career choice for you and if you should become one.
Best personality for this career
The Persuaders and The Organizers
People who are suitable for to be A Personal Financial Advisor like starting up and carrying out projects. They like leading people and making many decisions. Sometimes they require risk taking and often deal with business.
They also like following set procedures and routines. They like working with data and details more than with ideas.
Now let’s assume that your personality matches. Should you still consider becoming A Personal Financial Advisor?
Not so fast because you may or may not like what Personal Financial Advisors do at their day to day work.
At a typical day’s work, they Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Personal Financial Advisors also Answer clients’ questions about the purposes and details of financial plans and strategies..
Here are some of the things that you can expect to be doing if you decide to become A Personal Financial Advisor.
|1.||Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.|
|2.||Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives.|
|3.||Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.|
|4.||Review clients’ accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.|
|5.||Manage client portfolios, keeping client plans up-to-date.|
You can read more about what do Personal Financial Advisors do here.
Generally, people who are suited for this job have Integrity and Dependability. Here are their top 5 characteristics.
|3.||Attention to Detail|
|4.||Concern for Others|
Are Personal Financial Advisors introverts or extroverts?
According to our introvert and extrovert rating score, Personal Financial Advisors are ranked #398 out of 974 jobs for introverts and #628 for extroverts.
In this career quiz, there are 10 questions that will analyze if the Personal Financial Advisors career is right for you.
There are 3 answers to each question: Dislike, Okay and Like.
Answer “Dislike” if you tell yourself “Ugh… Sounds boring” or “I’m not sure”
Answer “Okay” if you tell yourself “Umm… I think I will be okay with that”
Answer “Like” if you tell yourself “Yes, I’m interested”
Ready? Let’s start
They sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
They buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
They sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.
They analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with credit information for use in decision making.
They evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters.