Financial Advisor
Questions Great Financial Advisors Ask... and Investors Need to Know
Array (Hardcover) Kaplan Publishing 2006-06-01
Release date: 2006-06-01
Price:
$22.00
Answers
I have a interview at a junior college for a Financial Aid Advisor role. I have never worked in the Education sector, but I have 15 years of experience in the Automotive Sector. Can someone give me some questions that I should ask that targets this role.
I don't need general interview questions.
Some of these might help:
•What will be my responsibilities?
•Where will I fit into the overall organization?
•Who will I report to?
•Where does he/she fit in the structure?
•Who will report to me?
•How experienced are they?
•What do you expect me to do in the first 6 months?
•What level of performance do you expect from me?
•What training do you provide?
•When will you decide on the appointment?
•What is the next step?
A. Scott White, Certified Financial Planner and President of Scott White Advisors, presents questions you should ask when interviewing financial ...
I would like to become a financial advisor, and this guy http://www.guardingyourwealth.net/ answers financial questions for free.
Is that the end of financial advisory?
I don't like to sell financial products, I would prefer to be an unbiased financial advisor, is that still a good choice?
Just because someone answers questions for free doesn't mean they are right or are the best. Also, this person isn't going to have time to answer all the questions specific to you. That is why you need your own financial advisor. Not all FAs charge for advice. If they don't charge you, they will earn a commission on what they sell you.
If you don't want to sell financial products, then you need to give better advice than the person who gives it away for free.
If I could earn $1,000 investing based on free advice, or $5,000 investing based on advice that I pay for, I think you can see that paying for advice can be worth it.
The hardest part, of course, is "knowing" the answers / giving the best advice. If you don't have the right answers, people will quickly stop going to you and paying your for it.
I want to have a career as a Financial Advisor upon graduating college. Is my chosen major, Communication, adequate for this job?
Thanks in advance!
You should definitely think about getting some Finance or Accountancy courses if you want to be a Financial Advisor. Though they take a lot of people form varied fields, I think they prefer people who have had Finance in their courses more than anything.
A financial advisor is recommending that she purchase an annuity. I am completely against this, but I thought I would ask the question on here. What type of annuity would make sense for someone of this age and what are the benefits of doing this? Also, if not an annuity, what would you recommend? She is concerned about going into a nursing home and it sucking up all of her net worth.
Since your grandmother is 85, annuities would not make sense unless she has a very very long life expectancy. Variable annuities would be too expensive relative to just investing her money herself and risky given her age. Fixed annuities (where you pay a lump sum and the insurance co pays you a fixed monthly amount) wouldn't make sense because she may not live long enough to make back her principal. She probably has very low income taxes and any tax benefits afforded by the annuity would be eaten up by fees and premiums.
If she is worried about her net worth being "sucked up" by a nursing home, she might want to buy long term care insurance (although at her age it will be very expensive) or gifting some of her wealth away to a trust for her family.
I am interviewing potential financial advisors. What are some good questions to ask in order to choose one that will work best for me?
First, ask if he/she is a certified financial advisor. Also, you want one that is fee only, and doesn't receive commisions on the product he endorses. You want an unbiased opionion of the invests he/she is suggesting.
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