Financial advisors meet with clients and counsel them on their finances. This could mean sitting down and creating budgets to firming up retirement plans to giving advice about investing. Financial advisors can also invest a client’s funds and meet with them regularly to discuss their investments. Some are also licensed to sell insurance. Many times, financial advisors help plan a safe, comfortable future for their clients, but they’re also called upon when the unexpected occurs – perhaps an aging parent suddenly requires a live-in nurse, a couple plans on divorcing or a child needs to transfer to an expensive private school. Financial advisors may step in and make sense of these fiscal troubles and create a plan for moving forward.

To be a financial advisor, you need financial expertise and a desire to help people. Here’s how to get started:

1. Earn a bachelor’s degree. Financial advisors often study finance, accounting or another business-related major to prepare for this job, but you can choose from a broad range of degrees. Increasingly, universities have begun offering financial planning degrees, too.
2. Train on the job. Financial advisors spend a lot of time on the job learning from experienced senior advisors, particularly on how to develop and grow their client base.
3. Become licensed. The Certified Financial Planner Certification Examination is required to become a CFP – a distinction that looks good to employers and clients. You’ll need a bachelor’s degree and at least three years of relevant work experience to take the exam.
4. Get an advanced degree. Many financial advisors pursue a master’s degree. Areas of study may include finance or business administration. Obtaining an advanced degree can help financial advisors move into more senior-level roles.

Financial Advisors made a median salary of $90,640 in 2017. The best-paid 25 percent made $162,680 that year, while the lowest-paid 25 percent made $57,380.

For immediate consideration for an open position,please submit your resume and cover letter,including compenstion requirements, to recruitment@hamilton.advisors with the job title in the subject line.If your qualifications match IE’s needs,a recruiter will contact you.Job listings will be removed as soon as the position is filled. We do not encourage unsolicited resumes.