The Financial Services Field is a Dynamic One
The field of financial advising will experience tremendous growth over the next several decades as millions of baby boomers enter middle age and their retirement years.
Advisors Play a Vital Role
College planning. Asset allocation. Mutual fund investing. Money management. Inflation hedges. Global investing. Risk management. Portfolio analysis. Market research. Retirement planning. Capital appreciation. Value-added service. Growth.
A career in the investment services industry is a rewarding choice for individuals who are self-motivated and disciplined and who enjoy working with clients. A Financial Advisor at CAS helps individuals plan for their future and achieve their financial goals. This involves contacting prospective clients; identifying their needs, objectives and financial capabilities; and then prudently selecting and recommending appropriate action. Financial Advisors work on a commission basis after the initial training program.
Requirements
While there are no specific requirements, a background in sales is helpful, along with an education in business. The essentials are motivation, confidence, enthusiasm, self-discipline, a desire for success, the ability to be an entrepreneur, and a solid work ethic. The selection process involves an initial aptitude test, a series of interviews and a sales aptitude test.
Training
The primary responsibility of the Financial Advisor is to master the knowledge required to become successful. The time frame for the completion of training is approximately 9-12 months.
