A Day in the Life of a Financial Advisor | Indeed

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Ever been interested in becoming a financial advisor? Whether you're considering a career in finance or simply curious about the day-to-day life of a financial advisor, this video will provide valuable insights and inspiration.
We follow Eric, a seasoned financial advisor, through a typical day work day. From client meetings to tips on investment analysis, you'll learn about the tools and strategies used by financial advisors to help their clients meet their financial goals. Watch for tips from Eric on how to get into the field of working finance and gain insight into the interpersonal skills needed to succeed in the field.
0:00 - Intro
0:09 - Financial advisor career path
0:50 - Starting out the day
1:22 - First client of the day
2:40 - Second client of the day
4:15 - Third client of the day
5:04 - Advice for someone wanting to become a financial advisor
If you enjoyed this episode, watch more career paths videos here: • Career Paths by Indeed
Salary estimates are based on 16,718 salaries submitted anonymously to Indeed by financial advisor employees, users, and collected from past and present job posts on Indeed in the past 36 months. The typical tenure for a Financial Advisor is less than 1 year.*
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• A Day in the Life of a...
Indeed is the world's #1 job site**, with over 300 million global monthly unique visitors***. We provide free access to search and apply for jobs, post your resume, research companies, and compare salaries. Every day, we connect millions of people to new opportunities. On our RU-vid channel, you’ll find tips and personal stories to help you take the next step in your job search.
The information in this video is provided as a courtesy. Indeed is not a legal advisor and does not guarantee job interviews or offers.
**Comscore, Total Visits, September 2021
***Indeed Internal Data, average monthly unique visitors April - September 2022
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More career advice and resources from Indeed: go.indeed.com/RFW437
#Indeed #DayInTheLife #FinancialAdvisor

Опубликовано:

1 июн 2024

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Комментарии : 46

@McRuffin 8 месяцев назад

Going back to college to be a financial advisor. I’ve always been into finance and investing. I struggled with bipolar since the age of 18. I’ve become stable and my parents are gonna give me a hand by staying with them to finish my associates. I have 31 units done. Investing has always been my passion and I can’t wait to get back into college in January! Thanks for this video!

@Indeed 8 месяцев назад

Wishing you the best of luck!

@fackeyutub-emael6545 10 месяцев назад

How you start the career should be the epicenter of your content in regards to a day in the life series. Most of your viewers are in their 20s and are wondering how it would be like to be at the end of their career, but most of all how to get to a higher level within the parameters of that career. Many 20 year olds have many paths they have in mind, as a result, your team should focus on communicating that information. More specifically, your viewers desire a more grounded person to be portrayed, an example would be a person that is not quite at the high of their career, but also not the bottom. Your team should be looking at a financial advisor that strives to be more than that and has every single job they have lined up for your team to slice open per se. Lastly, your team of smart Indeed workers should make sure questions are also answered either in a forum or anywhere your younge viewers can go to get their questions answered. Please make a FAQ too.

@osamaahmed2924 7 месяцев назад

this is series is looking very good

@LupeBaptista 6 месяцев назад

I’d be retiring/working much less in 5 years and curious to know best how people split their pay, how much of it goes into savings, spendings or investments. I earn around $150k per year, but nothing to show for it yet

@valentinaarrelaro 6 месяцев назад

its not too late to consider financial planning, never can tell what the future holds

@heatherholdings 6 месяцев назад

Money advice is subjective, what works for you may not work for me, but it's always better to plan. I'm quite lucky exposed to personal finance at an early age, started job 19, bought first home 28, got laid-off work 36 amid covid-outbreak, and at once I consulted a financial planner to handle growing my finance. As of today, I'm only 25% short of my $1m goal after subsequent investments.

@cvnt5401 5 месяцев назад

@@heatherholdingsexplain how you made the money at 19 and how you made it today

@osmanpoyrazpala72 Год назад

is a great company to work with for their knowledgeable and experienced team.

@madsolea Год назад

You all did a great job!

@theasianshow7259 Год назад

Seams like a cool dude

@cobrafinancialsolutions1039 Год назад

Great video!

@kyungmix Год назад

This was great!

@Indeed Год назад

Glad that you enjoyed, Bri! 🙌

@Indeed Год назад

We hope you enjoyed this day in the life of a financial advisor! If there are more careers you would like to us to highlight, let us know in the comments below ⬇And check out our playlist showcasing more careers here: ru-vid.com/group/PL6qIzGkkiXFFb5ck2zmUDnI7nhN7rFZX9

@chamidulashan6569 10 месяцев назад

Very nice video

@Indeed 10 месяцев назад

Thanks for the positive feedback! You can see more a day in the life careers in our playlist here: ru-vid.com/group/PL6qIzGkkiXFFb5ck2zmUDnI7nhN7rFZX9

@carsntrucks1891 11 месяцев назад

The wife of the first couple sounds like a lot of fun to be married to

@JavanBurchfield-wk9yd 3 месяца назад

That's why I'm in the comments, lol, to see if anyone else felt the same.

@ANDRE-sp2mi Год назад

I am greatful for your help always. I am greatful for all your job leads with my Resume. I do the best I can do at work. Thank you for your help always getting job leads

@Funnyjoke011 3 месяца назад

I will make it in this industry, mark my words.

@Indeed 3 месяца назад

You got this! If you would like any additional tips, check out our playlist here: ru-vid.com/group/PL6qIzGkkiXFE8jdOYIFEDjZPYHV5Z1Efe

@Dustin21A Месяц назад

Bro get out while you still can. Being a financial advisor is a dying business.

@antoninmp1336 Год назад

w man

@thomasstanhouse6224 2 месяца назад

I’m not here just to be inflammatory, but I gotta ask why that old lady is doing a dance performance during a meeting with her financial advisor??? 😅😂

@Dustin21A Месяц назад

Step 1. Become financial advisor. Step 2. Play golf all day. Step 3. Have one rich friend you can leech off and make 2% 😂

@matt9906 6 месяцев назад

Washout is 90%, careful

@TedStalets-tb4or 15 дней назад

@Westcoast10 Год назад

AI will replace these jobs within the next decade. Y’all notice how majority of his clients were boomers? Lmao

@ethanjeter2069 Год назад

well no duh they were boomers, he's also a retirement counselor

@Westcoast10 Год назад

@@ethanjeter2069 as if that makes a difference, why tf would I take investment advice from someone that isn’t a millionaire? It’s no different when realtors who don’t even own real estate tell me it’s the perfect time to buy a house.