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While schooling is certainly an asset, the most important thing for a prospective investment advisor is their interpersonal skills. Employers look favorably upon individuals with strong work ethics, excellent communication skills and the ability to grasp new concepts in a fast-paced environment. Those going through financial advisor training should be trustworthy, with impeccable credit histories and clean records. Self-confidence, the desire to succeed, maturity and independence are all good qualities for aspiring financial advisors.

Here is an idea of a typical day for investment advisors. They will begin work around 8:30 am, which entails spending some time checking voicemail, emails and returning phone calls. Online, they will review closed loan and mortgage rates and consider a few possible solicitations. At 9:30, they’ll be on their second cup of coffee as the first client steps in. The customer’s portfolio will be reviewed and the client will be given stock information, financial guidance and loan repayment advice. An hour later, they’ll enter information into the customer contact system. Lunch is at 12:30 and at 1:30 there is a meeting with another customer who is looking at maximizing retirement contributions. At 2:15, they’ll set up more appointments from the marketing department’s lead list and follow up on mortgages. At 3:45, another client wants to do something with the hundreds of thousands sitting in his checking account. At 4:30, a meeting with management to discuss the day’s transactions and prepare for tomorrow’s customers. It’s all in a day’s work for a financial advisor.

The work environment for the typical investment advisor may consist of a traditional 40-hour week but it could run over. Evening and weekend work is not uncommon, since many clients work during the day. A number of advisory professionals work in call centers at discount brokerage firms, but some individuals also work in banks. Sales, trading and corporate investment banking advisory jobs often require longer hours, more stress and traveling opportunities. Sales and trading floors can get pretty intense, with people yelling and screaming all over the place (as you’ve probably seen on Fox, CNN or MSNBC). While becoming a certified financial advisor can be stressful, it can also be very rewarding.

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