Job Description:As a financial advisor, you will work closely with individuals, families, or businesses to assess their financial goals, develop personalized financial plans, and provide ongoing guidance to help them achieve their objectives. You will analyze financial information, recommend investment strategies, and assist clients in managing their assets and wealth.RequirementsBachelor's Degree : A minimum of a bachelor's degree is often required, preferably in finance, economics, accounting, business administration, or a related field. Some employers may also consider candidates with degrees in mathematics, statistics, or engineering.Series 7 and Series 66 (or Series 63 and Series 65) : In the United States, financial advisors who buy or sell securities must pass the Series 7 exam administered by the Financial Industry Regulatory Authority (FINRA), as well as either the Series 66 exam or both the Series 63 and Series 65 exams.
