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Becoming a Financial Advisor the Qualifications You Need


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Mortgage Originator Jimmy Vercellino, specializing in VA loans, helps veterans use their VA loan benefit to their greatest advantage. For more details call us at 480-351-5904 or visit our site

The views expressed here are those of the individual author and do not necessarily represent those of First Choice Bank (NMLS #: 177877) and First Choice Loan Services Inc. (NMLS #: 210764), 7600 E. Doubletree Ranch Road, Scottsdale AZ 85258. Equal Housing Lender.

7600 E. Doubletree Ranch Road #200
Scottsdale, AZ 85258
Phone: (480) 351-5904

Published in: Economy & Finance, Business
  • For a financial planner a good degree is required. He must have bachelor's or master degree from a reputed college or university. The financial planner has experience of few years in planning as well as allied fields including accounting, trading and security analysis.
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Becoming a Financial Advisor the Qualifications You Need

  1. 1. The Qualifications You NeedBecoming a Financial Advisor:
  2. 2. is NOT a cakewalk.Becoming afinancial advisor
  3. 3. means a LOT of work.Building a career
  4. 4. Financial Advising:Is It the Ideal Career for You?
  5. 5. Financial advisingis a type ofsales position.
  6. 6. Your job willinvolve obtainingand convincingclients to investtheir money.
  7. 7. How to Become aFinancial Advisor?
  8. 8. Earn a Bachelor’s DegreeYou have to have acollege degree to possessstandard knowledge and skills.
  9. 9. Experience is KeyInternship is the best means ofclimbing up the ladder fast…
  10. 10. and getting thatmuch experienceas possible.
  11. 11. the purpose of this is to gatherexperience and information in thefield…REMEMBER!
  12. 12. so even if the job is low payingits worth the time spent.
  13. 13. Training ProgramsDuring training, you will beable to accumulate thenecessary experiencerequired…
  14. 14. Training Programsfor the upcoming licensingexamination.
  15. 15. Willis Consulting is a financialservices recruiting firm.
  16. 16. Our finance job recruiters areexperienced and know whereall the job opportunities are.
  17. 17. If you are seeking a financialadvisor, broker, or bankingjob, CALL us at 310-373-7400…
  18. 18. or submit your resume:
  19. 19. Los Angeles Office:Corporate Headquarters719 Yarmouth Road, Suite 203Palos Verdes Estates, CA 90274310-373-7400 PST
  20. 20. Scottsdale Office15051 N Kierland Blvd, Suite 210Scottsdale AZ 85254480-361-9490 PST
  21. 21. New York Office244 5th Avenue, Suite 1855New York NY 10001212-726-2041 PST
  22. 22. us at: