Investment Advisor
Transcript: Investment advisors typically get a annual salary for the first year. Once they have gained experience the income scheme changes. Investment advisors can make as little as 30,000 a year or 150,000 per year depending on the amount of clients and the type of clients, where they work, and the amount of commision they recieve. Their isn't really a limit to how much earn but according the career cruising, expierenced incvestment adivors can make more that 500,000 a year. 6am - 7am: Casey wakes up and exercise. 7am - 9am: Casey prepares for work and goes to work, once he arrives there he checks his email. 9am - 11am: He phones clients and confirms meeting and meets a client to discuss investment goals. 11am - 12pm: He phones potential clients and prepares for a lunch meeting with a group of clients. 12pm - 2pm: meet and talk with clients also check into a conferance call with a expert econmist and money manager incharge of billions of dollars. 2pm - 4pm: He meets with a unsatified client and dicuss solutions to his problems. 4pm - 7pm: Hes meet with manager and colleagues and goes home. There is no requirements to becoming a investment advisor but people who are intrsted in this job field should consider taking courses in finance and business. This will help you become more equipped for the job Related Careers Working Condition Earning: 100,000 to 300,000 or more Requirements: Over 10 years of experience Responsibilities: Buy and selling investment products for clients Job Description Discuss a typical day of work for the interviewee? Earnings ii. Describe the challenges that the interviewee experiences while fulfilling his/her duties? Thanks For Listening! Level 1 A day in a life of Casey Education Career Path Investment Adviser Investment advisers buy and sell all sorts of investments, such as stocks, bonds, mutual funds, options, and term deposits, for their clients. These investments are also known as securities. Assistant to investment advisor Depending on where you work the working conditons can vary. Investment advisors can work in investment and stock brockerage firms and banks or if they are self-employed they can work from home. No matter where they are employed they are responsible for the working conditions. i. Does this interviewee apear to enjoy his/her job and explain? Career Survey Results Senior Investment Advisor / Partner Art Director Sports Marketer Sign Maker Denturist Automotive Painter Investment Advisor Dental Lab Tech Automobile Assembler Insulator Printing Press Operator Image Consultant Art Dealer Agent Sheet Metal Worker Importer/ Exporter Insurance Agent/ Broker Level 3 Earning: 35,000 to 100,000 based on commision Requirements: Bachelor's degree Responsibilities: Buying and selling investment products for clients One of the most challenging aspects of Casey's job is staying up with constantly changing industry regulations, continuing industry training, and remaining in compliance with the requirements. An investment advisor also needs to report and have documented supervision policies concerning their client relationships. Level 2 Investment Advisor Accountant Account Manager Bank Manager Bank Teller Credit Counsellor Customs Broker Economist Financial Manager Insurance Agent / Broker Investment Banker Loan Officer Personal Financial Planner Real Estate Agent Research Analyst (Financial) Technical Sales Representative Trader Venture Capitalist Earnings: 30,000 to 40,000 Requirements: Canadians Securities Course (CSC) and familiarity with computer software Responsibilities: Doing research, maintaining computer database Interview Answers Casey enjoys his job because he feels that he is satisified and is willing to constantly strive for his goals.
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