A Day in the Life of a Financial Advisor

A Day in the Life of a Financial Advisor | Indeed

Рет қаралды 58,171

Күн бұрын

Download the Indeed mobile app: go.indeed.com/3XTKG3
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.*
Follow Indeed!
/ indeed
/ indeed
/ indeedworks
/ indeed-com
/ indeed
• 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 KZfaq 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
Create a free Indeed account: go.indeed.com/7NA37Z
Find your next job: go.indeed.com/findjobs
More career advice and resources from Indeed: go.indeed.com/RFW437
#Indeed #DayInTheLife #FinancialAdvisor

Пікірлер: 54

@McRuffin 9 ай бұрын

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 9 ай бұрын

Wishing you the best of luck!

@andrewusa14 2 күн бұрын

We are so similar when I was 18 back in 2014 I partied the first year of college and my mom didn’t co-sign so I had to wait until I was 22 to go back to college and co sign for myself and I also was diagnosed with bipolar disorder and I’m interested in finance.

@McRuffin 2 күн бұрын

Update I don’t live with them anymore because they refused to let me work late nights. So my income was declining. I had to leave their house a few months ago. But I’m qualifying for free college soon with the company I work for. So hopefully I only have to delay by a year.

@McRuffin Күн бұрын

@@andrewusa14 I’ve always been a finance nerd. In finance there’s never a dull moment. I’m actually homeless right now sleeping in my car unfortunately. My mom is extremely toxic. The options were let me come home late for work, or let me be homeless. She chose the latter.

@andrewusa14 Күн бұрын

@@McRuffin I’m sorry to hear that

@fackeyutub-emael6545 11 ай бұрын

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.

@shawnmendrek3544 Ай бұрын

Rich folk will not tell you, but they have this person in their life, so respect to your job. "dad showed up to every game" good dad. Not every dad can do this, but respect to your dad.

@osamaahmed2924 8 ай бұрын

this is series is looking very good

@osmanpoyrazpala72 Жыл бұрын

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

@theasianshow7259 Жыл бұрын

Seams like a cool dude

@madsolea Жыл бұрын

You all did a great job!

@cobrafinancialsolutions1039 Жыл бұрын

Great video!

@LupeBaptista 7 ай бұрын

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 7 ай бұрын

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

@heatherholdings 7 ай бұрын

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 6 ай бұрын

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

@shawnmendrek3544 Ай бұрын

Not a shocker.

@Indeed Жыл бұрын

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: kzfaq.info/sun/PL6qIzGkkiXFFb5ck2zmUDnI7nhN7rFZX9

@kyungmix Жыл бұрын

This was great!

@Indeed Жыл бұрын

Glad that you enjoyed, Bri! 🙌

@Funnyjoke011 4 ай бұрын

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

@Indeed 4 ай бұрын

You got this! If you would like any additional tips, check out our playlist here: kzfaq.info/sun/PL6qIzGkkiXFE8jdOYIFEDjZPYHV5Z1Efe

@Dustin21A 2 ай бұрын

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

@marvaff6878 10 күн бұрын

@@Dustin21Awhy?

@chamidulashan6569 11 ай бұрын

Very nice video

@Indeed 11 ай бұрын

Thanks for the positive feedback! You can see more a day in the life careers in our playlist here: kzfaq.info/sun/PL6qIzGkkiXFFb5ck2zmUDnI7nhN7rFZX9

@carsntrucks1891 Жыл бұрын

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

@JavanBurchfield-wk9yd 4 ай бұрын

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

@Dustin21A 2 ай бұрын

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

@thomasstanhouse6224 4 ай бұрын

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??? 😅😂

@ANDRE-sp2mi Жыл бұрын

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

@brandonvargas7310 2 күн бұрын

Would the "Financial Advisor" in this clip also be classified as a "Financial Planner"????

@matt9906 7 ай бұрын

Washout is 90%, careful

@antoninmp Жыл бұрын

w man

@anthonyskorupski 8 күн бұрын

People are dumb af, I need to become a financial advisor.

@Westcoast10 Жыл бұрын

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

@ethanjeter2069 Жыл бұрын

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

@Westcoast10 Жыл бұрын

@@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.

@teeada6858 Жыл бұрын

Boomers have all the money.

@Westcoast10 Жыл бұрын

@@teeada6858 regardless these jobs will be replaced by ai within 5-10 years

@bobglob5734 9 ай бұрын

@@Westcoast10no one wants to talk to a robot