Investment Advisor
JP Merriman
What is an Investment Advisor?
San Francisco
University of San Francisco
Financial Advisor Company
What to know about being an Investment or Financial Advisor
Education
Educational Steps for this career:
- Take classes in High School that will help you with Finance.
- Graduate High School.
- Go to a college that has good classes for Finance.
- Graduate college with a four year degree.
Income
The salary amount you will make each year will depend on where you are working, and how long you have been working for that company.
California Salary:
- Entry Wage: $69,380
- Median Wage: $90,380
- Experienced Wage: $118, 520
Duties
The jobs for a Financial or Investment Advisor can depend on the clients goals and needs, some of the jobs they will typically have is...
- Make a Financial Profile for each client with their salary
- Set up the clients goals
- Recommend payment options for the clients bills, and living expenses based on their income.