Financial Advisor

What does anybody know about being a financial advisor or planner? do you have to get a degree for it or is there just a class for it specificaly?

You are asking a very general question. It is as simple as getting the proper license (your state's Department of Insurance). Then there are specialized trainings that will give you the letters after your name to make you more important. You can sell products or be a fee consultant.

2008-03-25 12:09:53 by Soon to be married

Two clients discuss financial advice

What steps do I need to take in order to develop a career as a financial advisor?

You can apply to to the National Association of Securities Dealer to take the exams, the Series 6 and 65 probably. And then register with the state securities commission to become a Registered Investment Advisor. A background in business or finance is helpful.

2007-09-13 13:55:17 by Jamie

Price: $34.95

what is a financial advisor and how much do they usually cost

A FA is someone who is usually with a company (Edward Jones, Merril Lynch, etc) and represents financial products. They give you advice on what investments suit you best based on your goals (retirement, college, stocks, or just best interest for your money.) They usually get paid by commission on your investments. I have heard of some even charging hourly rates. I find it hard to believe though that a FA is going to do "your best interest" and listen to your goals hard since they get paid by how much they sell you. I feel if you are looking for investments they are good but just for great financial advice speak to family members, an Accountant, or finance professionals for organizations such as CFO's, Staff Accountants, Controllers (if you have any friends in these positions.) These people will help you with knowledge not because they will be getting paid by recommended investments.

2007-09-08 14:26:43 by pasofinosweety

Price: $30.00

What I mean is that, in any financial companies like AXA financial or Metlife, if they offer you the job as a financial advisor, is it possible to negotiate with them about my starting date? For example, if they offer me a job right now, will they accept if I could start on a specific date like weeks or a month from now for some important reasons I will tell them?

yes.
negotiations for the joining date can be done on some personal grounds.

2008-03-26 20:46:45 by Clarom087

I am a recent college grad lookin to work for a financial advisor firm. I live in Ft laduerdale and i need a firm that will be able to start me off with a small base salary.

Morgan Stanley , UBS, Merrill Lynch, Smith Barney, Raymond James, research these, some may have base for awhile and then go straight comm. hope this helps a little.

2007-08-23 11:58:43 by erns798