Financial Job Market

How To Prepare Yourself For The
Top Positions In The
Financial Job Market

Employment in the financial industry provides

many openings for prospective employees, but it

takes a special person with the education,

previous employment history and a dogged

determination in this arena to succeed.

www.willis-consulting.com

Where one begins in this industry is often just a

stepping-stone to where they strive to be in the

end, which takes years of persistent discipline,

intelligence and a tenacious attitude.


Career paths often change according to the

opportunities that arise during a person's rise in

the financial industry, and it is this ability to

smoothly transition, that finance recruiters often

find so appealing.


Characteristic traits that finance recruiters look

for are individuals that have a good knowledge

base of the financial institution, are compelling

and who are willing to work long hours towards

their goal.


A resume built from prior positions, aptitude,

and a willingness to explore other job options

will lead financial advisor recruiters to the front

doors of these new leaders in the

financial field.


Education is an investment of oneself

that is of particular importance for the

person headed for the brokerage

firms.


Whether choosing a position as a broker,

financial advisor or even management, a person

with a four-year college degree majoring in

business administration will put them at the top

of the list.


Obtaining this degree will open a path that
provides the most career options that he or
she may choose to follow. Although not
required, an MBA will almost certainly
catch the eye of financial advisor recruiters
from only the most prestigious firms.


With today's economy and lack of employment

opportunities, many students who would have

normally graduated from their college, are taking

advantage of this time and choosing to continue

their education to move further up the ladder,

while setting themselves apart from the rest.


Finance recruiters are also taking advantage of

this slower economy and lack of growth period

to find only the very best from a field of

applicants.


They are focusing more on the grade point

average and class rank that individuals

maintain. They carefully scrutinize the practical

experience the applicant has gained along the

way too.


Potential brokers should look for positions as

an assistant at local firms in order to place

experience on their resume, which finance

recruiters will be looking for under previous job

experience.


It is important that the prospective employee

show that while in an undergraduate or graduate

program, they found a good internship in the

chosen field of interest.


Securing work experience for the resume

may even require the prospective applicant

work free during some internships.


A letter of recommendation is what the

individual should be working towards which

could quite possibly lead into higher positions

and salary later because of past work

experience.


Management positions require an additional
series 24 license.


These licenses are difficult, but the firm the

applicant chose from the financial advisor

recruiters will sponsor the employee during this

time.


Financial advisor positions in the largest firms

with triple A ratings typically require series 7, 63

and 66 licenses to move up the corporate ladder.


Here, the prospective employees will be
courted by finance recruiters of their
choice.


A well-rounded resume in education, experience

and licensing opens the limitless possibilities

for the person that the financial advisor

recruiters from only the most prestigious firms

are looking to employ.


Los Angeles Corporate Headquarters

WILLIS CONSULTING, INC.

719 Yarmouth Road, Suite 203, Palos Verdes
Estates, CA 90274

310-373-7400
info@willis-consulting.com


Scottsdale Office


15051 N Kierland Blvd, Suite 210,
Scottsdale AZ 85254

480-361-9490


New York Office


244 5th Avenue, Suite 1855, New York
NY 10001

212-726-2041


Financial Job Market

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