Job Description For Financial Advisor

please explain.

they both have a job title as "financial adviser" ..... how and why do they differ in what they do?



how much does their pay or income differ ?

and why and how do they consciously or not consciously take part in Ponzi scheming their own customers?

actually the term "financial advisor" is partly regulated as in order to use that exact verbage there is a particular license one must hold via FINRA

the pay can differ dependent on if they are associated with some program similar to like an edward jones, or bank investment program where they don't get 100% or as close to that figure of the production they do, if they are not associated with some brokerage house/program and its their company they would pretty much get all that production

the main difference between a bank "financial advisor/financial consultant" and a non-bank "financial advisor/consultant" is based solely on the location of their desks in actuallity they each do the same thing and same access to same stocks, mutual funds etc etc....

2008-12-15 08:51:28 by Ramses

A personal financial advisor's job description is providing financial guidance regarding savings and investments. Get a complete job ...

I’m currently in school majoring in Finance and getting my minor in Economics. While trying to find an entry level position with a finance company in the Tampa, FL area, I came across an opening at Edward Jones for a financial advisor. However, while reading over the job description it sounds a little like one of those “work form home, own your own business” kind of jobs. Does anyone know or happen to work at Edward Jones as a financial advisor? I don’t want to waste my time or theirs. Thank you

bzzzttt!!! wrong to the person who said Edward Jones Co was aquired by Wachovia. That was AG Edwards. Edward Jones is a Limited Partnership owned by employees. I believe they have more brokers and more offices than any brokerage in the United States. They are as legit as any firm you could work for. It really isnt the firm someone deals with that matters , it is the broker they deal with. That could be you amd it could be at any firm including Jones.

2007-09-13 13:36:46 by jason g

Job Description:
Financial Advisors (sales), Private Wealth Management.

The Base Salary is $140-160K.
The At Plan Comp is $300K to $1M+.

Our client is a leader with an impeccable reputation in a very exclusive club.
They have $50+ billion under management for a private clientele including some of the nations most prominent families and individuals.

This client invests in their Financial Advisor and excels at making them winners.
Top performers are making $500K+ with $1mm earners in every office.
The clients 1 producer has been there for 4 years.

Requirements:
10 to 25 years professional experience.
5+ years recent high level, hands on customer facing experience with a proven track record selling and managing sophisticated clients and products.
Driven to win, ambitious, self-motivated, and highly entrepreneurial.
Likeable, gregarious, charismatic and good at relating to different types of people.

Must haves:
Highly ethical, engendering trust and confidence.
On the upswing of their career.
A methodical and consistent career history demonstrating performance, growth, and the ability to stick with something, NO job hoppers.
Excels in both business development with a high level of activity and relationship management.
Articulate and able to explain with confidence products, services and concepts in ways appropriate to the audience.
College degree.

Plusses:
MBA, CPA, JD or other professional degree, strong financial background, military experience, NASD license, competitive sports, community/social involvement, assertive but not aggressive.

Extensive training and coaching provided.


Experience:
10-20 years of experience


Helpful Skills:
Fixed Assets; Certified Public Accountant; Financials; Investing; Juris Doctorate; Masters of Business Administr; Medical Sales; Pharmaceuticals; Field Sales; Service; Wealth


Compensation/Benefits:
Salary: 150000 - 300000

Something does not add up here.

Any individual who already has all those years of experience, education and skills required for this position should already be financially independent, retired without any need to look for a job.

P.S.
Providing you posses all what's required, what do you need this company for? Abandon your employee mentality and start your own business. Drop me a line, I'll forward you a Blue Print for using your skills and making more than what they offer.

2008-01-03 08:58:52 by Tallyho

Job Description:
Financial Advisors (sales), Private Wealth Management.

The Base Salary is $140-160K.
The At Plan Comp is $300K to $1M+.

Our client is a leader with an impeccable reputation in a very exclusive club.
They have $50+ billion under management for a private clientele including some of the nations most prominent families and individuals.

This client invests in their Financial Advisor and excels at making them winners.
Top performers are making $500K+ with $1mm earners in every office.
The clients 1 producer has been there for 4 years.

Requirements:
10 to 25 years professional experience.
5+ years recent high level, hands on customer facing experience with a proven track record selling and managing sophisticated clients and products.
Driven to win, ambitious, self-motivated, and highly entrepreneurial.
Likeable, gregarious, charismatic and good at relating to different types of people.

Must haves:
Highly ethical, engendering trust and confidence.
On the upswing of their career.
A methodical and consistent career history demonstrating performance, growth, and the ability to stick with something, NO job hoppers.
Excels in both business development with a high level of activity and relationship management.
Articulate and able to explain with confidence products, services and concepts in ways appropriate to the audience.
College degree.

Plusses:
MBA, CPA, JD or other professional degree, strong financial background, military experience, NASD license, competitive sports, community/social involvement, assertive but not aggressive.

Extensive training and coaching provided.


Experience:
10-20 years of experience


Helpful Skills:
Fixed Assets; Certified Public Accountant; Financials; Investing; Juris Doctorate; Masters of Business Administr; Medical Sales; Pharmaceuticals; Field Sales; Service; Wealth


Compensation/Benefits:
Salary: 150000 - 300000

So you are trying to cheat your recruiter out of any fees he or she might get for finding you a job.

Sorry, ask your recruiter.

2008-01-03 09:00:33 by Tallyho

What does it mean when a firm has a job position with a I,II, or III behind it. For example, a firm is seeking a financial advisor II, or a Life Insurance Representative III...
i would appreciate more thorough answers.

Generally speaking, this refers to job responsibilities and experience. For example, a Financial Advisor I would require less experience and/or education than a Financial Advisor II, and would be considered a more "entry level" position.

You've asked for specific answers, but the company doing the hiring is the only one that can specifically tell you what the differences are for each position, as each company will have different requirements for experience and education. My recommendation would be that once you find a position that you're interested in (or just interested in researching), go to that company's website and research the qualifications needed for each position and the responsibilities each position entails. That will give you a better picture and clearer understanding of the difference of the I, II, and III behind it.

2008-02-01 00:05:58 by Bently Slick