Personal Financial Advisor Job Questions & Answers

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I want to apply for Personal financial advisers in Citibank, but my major is not the financial, I have two years of work experience, now I work in an IT company and do the job of Administrative, so I don't know if i apply for this job, what should i prepare for ? Financial konwledge? citibank's products?....and my English is not very good, I'm very afraid of writing an English resume and cover letter, and the most important is how to write that resume and cover letter? Though I'm so eager to join in Citibank.
1 answer - Asked By: shou l - 11/29/2007
People just get financial answers at yahoo finance, so is the job of financial advisor still going to be a good one or should i look for something slightly different? I am starting with a degree in finance to become a personal financial advisor.
2 answers - Asked By: Claudio F - 2/5/2008
A personal financial advisor? Which companies/banks/institutions a person can go at entry level to start on a career of a personal financial advisor? Who are the best out there to begin such a career with a degree in finance?
1 answer - Asked By: sinceredollars2005 - 8/16/2007
Are there industries, careers, jobs that a financial advisor's skill sets transition to relatively well? I have tired of living off commission sales and want a job with a somewhat stable $50k plus salary.
3 answers - Asked By: acsend7 - 8/9/2007
I am 22 years old, and I recently came into an inheritance from a relative who passed on. Though the estate is currently being valued and will have to go to probate due to some unresolved matters with a property he owned, there was a lifetime annuity that was created and not included in the trust. What it boils down to is, for the next 12 years, I am to receive a monthly deposit of $500 (from the annuity). I want to do right by him, as he did a lot for my family and was a true gentleman. His close friend and personal financial adviser has recommended that I put an amount towards a Roth IRA and he suggested opening a Money Market account. Here's the problem: I don't know how any of this works. Can someone be kind enough to explain what my best options are? He attempted to explain it, but I didn't quite grasp it. Any help is greatly appreciated!
2 answers - Asked By: peersignal - 3/22/2007
What I mean is that, in any financial companies like AXA financial or Metlife, if they offer you the job as a financial advisor, is it possible to negotiate with them about my starting date? For example, if they offer me a job right now, will they accept if I could start on a specific date like weeks or a month from now for some important reasons I will tell them?
2 answers - Asked By: Clarom087 - 3/26/2008
The people who work at banks in the cubicles, that help you with questions or set up accounts, are they called personal bankers? Financial advisors? Or what?
2 answers - Asked By: Brandon - 6/7/2012
Including bonuses if you work at a firm, and if you are better than average at your job.
1 answer - Asked By: Drake - 12/2/2012
I just quit another bank, and they told me I had to leave immediately if I was going to work for another bank. They said it was because of the potential clients i might have that would leave with me. Sounds like a pretty good idea. Should a personal banker build a client base, or just a financial advisor be the only one? And any good website with how to organize all the new clients as I acquire them?
1 answer - Asked By: PATCH - 1/23/2012
I am an Internal Audit professional over 2 yrs experience, and also hold a CPA certification. I'm looking to change from Internal Audit, and become a Financial Planner/adviser. I really enjoy giving financial advice to individuals, personal financial advice, tax planning advice, etc. How would i make this transition? What jobs should I be looking for to break into this field? Is a CFP necessary? FYI I have a bachelors in business admin and a masters in accounting.
1 answer - Asked By: dolla417 - 1/7/2013
I am interested in the career, and i would like to know more, is the job too stressful? is it hard to balance work with the rest? how hard is it to create your own firm? what exactly you do? things like that, thank you =]
2 answers - Asked By: bbaby166 - 7/16/2008
I have been on many websites. I feel I would be good at this as I am always giving sound financial advice to other people. I would also love to give advice on getting people out of debt. Where do I train to do that?
4 answers - Asked By: chealracer26 - 2/3/2007
I am currently working off the books for a small company located in a private home. I came in late this morning due to a personal appt which I notified my immediate supervisor about yesterday. The owner pitched a fit when he called this morning and I wasn't here. Since I am actively looking for a "real job" and may need to go in interviews during the day, how much information is he entitled to regarding my whereabouts? (Since school is starting next month I'll probably be using the "appointment with the financial/academic advisor" cover at some point.)
4 answers - Asked By: Melissa K - 7/24/2008
I am very interested in becoming a money manager/investment banker or working in a hedge fund. I need some advice if I am heading in the right direction. I am going to be finishing my associates degree in December and have applied at fidelity to become a financial advisor. I am going to persue a bachelors degree in technical sales and then get my mba. The school I am attending is a little school. Do you think that I am heading in the right direction. Any advice will help.. Thank You.
3 answers - Asked By: ty P - 9/20/2007
Hi, So I am 25 years old, dropped out in 10th grade due to personal reasons. As of now I hold a GED and considering to apply to KBCC in Brooklyn. Is there a chance that I can squeeze myself in, or is there like an age limit? I'm really into becoming a financial advisor and get at least a bachelors degree. Thank you in advance!
4 answers - Asked By: arnie - 8/28/2012
I just want to know the variety of jobs that an Accounting graduates can get either when they just get their degree or when they have 3-5 years experience. I want to see what types of jobs are there in the Accounting field.
1 answer - Asked By: dlee_theman - 1/30/2007
I've never bought shares before, never even thought about it before. I don't have an accountant or a financial adviser, but I'm thinking I would like to buy a couple in a growing company (would rather not say which one). Where do I even begin to do such a thing? I confess I really have no idea, so non-snarky answers would be appreciated. Thanks.
2 answers - Asked By: Ian - 5/15/2013
I am 19 years old and in college. I'm going to discontinue my college education for personal and financial reasons. I am in excellent physical condition and very intelligent. If I follow all of the steps (police academy, background checks, etc.) am I guaranteed a job in law enforcement?
7 answers - Asked By: Evan Brown - 3/28/2012
I am starting training for this job. I just wanted to know if there is a need or am I wasting my time.
1 answer - Asked By: Dr. G - 3/11/2008
Hi im currently finishing of my gcse tests and wanted to become a financial advisor or an accountant but was wondering what are the ups and downs of each job and which is better paid and also what qualifications are required for each job?
1 answer - Asked By: lewis0121 - 1/18/2009
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