Being a financial advisor is more than just having knowledge about the markets, and the differing investment strategies. It requires a person to have good skills at relating to, and communicating with people. You will be working one on one with your clientele on something that matters to them a great deal. You need to be able to make them feel a sense of confidence in your abilities, and make them feel trust in your word. You can do this with time to prove yourself to them, but you have to make them trust you from the first moment they enter your office. Your number one duty in this job will be to help individual clients, and companies to achieve the financial goals they have for themselves. They dream it, and you tell them what they need to do to make those dreams come true. You will have to do a careful analysis of the person’s finances, their assets, their liabilities, their current needs, and their future needs.

You will take all the knowledge you have of their money matters and start to plan a way they could budget their current funds to start investing for future dreams. You will have to take college courses to earn a bachelor’s degree before you can begin to realize your dream of working in this capacity. Try to focus your college studies on accounting practices, business administration, economics, finance or statistics. These courses are the best to prepare the young money manager to do their job. If you want to earn the top salaries you want to go ahead and invest the time it takes to receive an MBA. This degree will increase your appeal to future clients, as well as to future employers. You are going to have to pass the FINRA Series 7 exam before you can work with a client without supervision. You will be looking to earn a six figure salary when you have finished your education, and found employment in the field. This is a very lucrative profession that demands a great deal of your time and energy. This is a fast growing field that is full of opportunities to advance.