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.
Is This Right For Me
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?
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.
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives.
Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
Review clients’ accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
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
You’re interested in customer and personal service like customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
You’re interested in economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
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.
Answer clients’ questions about the purposes and details of financial plans and strategies.
You like starting up and carrying out projects.
You like leading people and making many decisions. You don’t mind risk taking and dealing with business.
You like following set procedures and routines.
You like working with data and details more than with ideas.
You like working with, communicating with, and teaching people.
You like helping or providing service to others.
Now count how many points you have.
Dislike = 0 point
Okay = 1 point
Like = 2 points After you’re done counting your points. Click below to view your results.
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.
Be A Personal Financial Advisor?
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http://www.bls.gov/OOH/business-and-financial/personal-financial-advisors.htm http://gafm.com/ http://www.finra.org/ http://www.sec.gov/ [schema type=”review” url=”https://www.owlguru.com/” name=”OwlGuru.com” description=”OwlGuru.com is a career and college finder site. We help students to find a career and college that is right for them.” rev_name=”Personal Financial Advisors” rev_body=”Personal Financial Advisors advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.” author=”Stanley Tan” user_review=”5″ min_review=”1″ max_review=”5″ ]