Pros: own working hours
Cons: constant sales effort
As a financial planner, your primary role is to help your clients realize their financial goals and objectives, and clients are just like snowflakes; there are no two similar clients, which means no two days are alike.Another thing I really like about my job is creating financial plans and reading financial articles. It is important to know what is going on in the stock market, the economy and about new investment/tax strategies.
Creating retirement plans is a lot of fun too. You get to know your clients better and you offer them a truely value added service as a financial planner; a global overview of their financial situation.
Pre-requisites to Become a Financial Planner
If you are looking to become a financial planner, here are the few requirements you need to have according to my experience:
– You enjoy challenges/pressure
– You like people and talking to them (read listening to them)
– You are analytical
– You are able to communicate financial reality
– You are a go getter
– You are able to close a sale
– You are honest and transparent