Financial Advisor
The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers
David J. Mullen Jr. (Hardcover) AMACOM 2009-11-02
Price:
$30.00
Answers
Location: bay area, CA
The company is one of the fortune 100 companies in the world. They are seeking to hire financial advisors to service clients in the banking, investment, and insurance industry. The reason that they are looking for a financial advisors is because there is great need in the east bay area. They are looking to open a new office in Piedmont.
As a financial advisor, You will be able to work in 3 sectors. Real estate, Insurance, and Investments. You will be working with about 2000 provider companies like ING, Fidelity, and Prudential. Your core business as a financial advisor is help people plan for their retirement, plan for their kids' education, investments, and insurance.
Requirement:
1. Self-motivated
2. Willing to learn
3. Want to retire in 10 years or less.
Are you interested in hearing more about this opportunity?
Please shoot me an email with your resume. We'll talk!
I went to college so I didn't have to become a salesman! I've had several brokerage houses recruiting me during my senior year to come be a financial adviser for them. It all sounded good until they came to two points:
Point number one:
Door to door sales and cold calling. I'm not a salesman. I'm an analytical thinker and my time is better spent figuring out yield curves or indexing the volatility of derivative markets.
Point number two:
There isn't any thinking involved. All financial advisers do is push what corporate headquarters tells them to.
Typical "advisement" meeting with a client:
Client - So what should I put my money into?
Adviser - Whatever my brokerage firm tells me to push today.
Client - I'm too dumb to know the difference because I'm fiscally illiterate, so I'll let you talk me into whatever.
I was just too smart to enter the world of financial advising. I'd rather look for arbitrage in For-Ex markets than let a computer tell me what to "sell" someone who wants to start a college fund.
CFA>CFP any day of the year.
For those considering this offer let me give you some advice. Series 7.......Series 63......jokes of the industry. A kid in high school could pass those with two months of training.
CFA? 2 years of REAL knowledge with an 80% attrition rate. You want to make money? Get a CFA after college and let your peers who got C's in finance class go be financial advisers and push stocks for the highest bidder.
ING Financial Partners George Vieth, CRPS® Investment Adviser Representative 505 Cherokee Blvd Chattanooga, TN 37405 423-267-6858 877-648-4384 ...
I'd like to open an IRA before the end of 2006. I'm exploring my options whether I should do it online with a company such as ING Direct or if I should go to a financial advisor like at H&R Block. Please help!
I would explore two avenues. Either speak to a financial advisor or go to a Fidelity Branch Office. With Fidelity, you will recieve basic guidnace. After the initial meeting you probably won't hear from them again once you invest.
While a finanacial advisor may cost a few dollars, it may be worth your while. A competent advisor will have more product knowledge and may provide better returns through research and due diligence.
Feel free to contact me offline. I am an advisor with $15 million under managment.
Financial strategy help? How do I effectively budget a salary of $960 bi-weekly?
Here are my expenses:
$140 every 3 months for meds
Each month:
Co-pay $25
Co-pay $30 per month
Gym $28
Car insurance $60-$90
Phone $60-65
Car Payment $256
Cable $10
Student Loan $120 every 3 months (quarterly)
Student Loan $205
How much should I use for discretionary and how much for savings?
How often should I go food shopping, once or twice a month?
My current financial state:
I have a 401k at work I put only 4% in....How do I invest? Will a financial advisor as a bank due?
I have a checking and savings account with one bank. The checking is for my bills.....the savings is for my student loans.
a checking account for discretionary only at another
Is it worth getting an ING account for savings? If so, how much do I put away so it can collect interest?
22 minutes ago - 3 days left to answer.
Additional Details
11 minutes ago
One more thing.....
Does direct deposit help you manage your money better?
Anthony, it's not as easy and nonchalant as you make it out to be, getting a better job. It's tough, competitive and there's not much else there.
Just because you probably have connections or work for a family business doesn't mean every other American does.....
My first question: Is the $960 your net pay or gross?
If that is your take home amount every two weeks - I think you'll be fine as far as budgeting.
My first bit of advice is divide your Medication expense by 3 (because you pay for it every three months - you can save during months 1 and 2 and add it to your month 3 allocated amount). If you put aside $47 a month for your medication, by the time refills roll around, you'll have the money.
Do the same thing with your Quarterly student loan payments.
If you do this, then your monthly expense will amount to $796 (estimate). That will leave you will $1124 (or less, if your take home pay is less than $960/bi-weekly). I'd say put 1/2 of that in savings and use the other half for fun stuff!
You can google Personal Budget spread sheets that will help.
Financially strapped vet wants to buy a 2007 Lexus IS 300!!. ..who can I turn to for guidance and instruction on how to realize this goal? Should I find a financial advisor? What about ING Direct? Will they help me out?
I too, is financially struggling and has an eye on that US$8 million house on sale, overlooking Pacific Ocean. Can somebody help me? I really wish to have the house ....
I'm 68, retired in March and my ex employeer suggested that I contact this financial advisor to get some ideas and help about rolling over my 401K. He suggests combining my 401k and my IRA and putting them into " ing " with a guaranteed 7% and taking an inheritance (approx. the same amount as the ira and 401k) and putting it into an actively managed plan which charges around 2.5% instead of letting it languish or drop in the current mutual funds with Wash Mutual and Fidelity. I expressed interest in some growth, assessability, and the possibility of leaving an inheritance. Financial advisors opinions would be appreciated. I have no debt besides $780 monthly mtg. payment, I owe 60K on the house.
The "ing" plan sounds like it's probably an annuity. Some annuities are terrible deals, and others -- particularly immediate annuities -- can be a fair deal for retirees if you know what you are getting into. We'd need a lot more detail to even guess which category this one falls into.
Like bud68, I think the active management for 2.5% is a ridiculously high fee and would really suspect anyone suggesting that.
It sounds like you really ought to educate yourself better on investments. Nobody but you is going to look out for your own best interests, and there are -- sad to say -- financial advisors that suggest products based on fees for them rather than suitability for you.
If you don't want to take the time to do that, at least find a better advisor. If there is a Fidelity office near you, they will give you straight advice; Vanguard or TIAA/CREF are good choices as well.
Buy Cheap
ING Vysya Has Opening For Insurance Advisor
• Candidates should be more than 25 years & married.
Company Overview
ING Vysya Life Insurance (ING Life), a part of the ING Group the world’s largest financial services corporation* entered the private life insurance industry in India in September 2001. Headquartered at Bangalore, ING Life India is staffed by over 6,000 employees and services more than 8 lakhs customers.
ING Life India is a joint venture between ING Group (ING Insurance International B.V.), Exide Industries, Ambuja Cements Limited and Enam Group.
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