Personal Financial Advisor Research Paper

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Two financial career options that an individual with a finance education can pursue is financial manager and a personal financial advisor. Financial managers are responsible for the overall financial health of an organization. The roles performed by these professionals consist of preparing financial statements, managing employees within the department, reviewing financial reports and documents, analyzing market trends and assisting senior management with important business decisions are common. Chief financial officer, controller, or treasurer are upper-level financial management positions. They have a large influence on the direction of a business or organization. In order to be a candidate for this job you will need a significant experience …show more content…

Preferred qualifications as a personal financial advisor requires a bachelor’s degree in finance or accounting is recommended. They will also need to earn different licenses or certifications that may be required by the SEC in order to manage client investment. A personal financial advisor can also be call a financial advisor, investment consultant or financial planner. Essential skills that would make an individual successful as a financial manager and a personal financial advisor are leadership, communication, openness, organization, and time management. Being a great leader says that you can also be a great mentor and teach other individual, also making yourself approachable and available to the people you are responsible for. It is important that you know how to balance being a role model as well as the person in charge while still being part of the team. It also takes traits that do not come easily to most people which is patient, confidence, and the ability to delegate. Leadership skills also include long-term planning and strategic thinking. Many accountants offer advice and business solutions to help companies improve their …show more content…

To be a good accountant you will need to stay organization. A smart way to stay organize is to have a system to keep track of their many responsibilities. A system for managing your workload is only effective if you also know how to budget your time. Being able to work within deadlines and to continually re-prioritize your to-do list will take you far. (http://talentegg.ca/incubator/2014/09/08/6-skills-succeed-accounting/) The career option that I would recommend is a financial manager. The most attractive features of this position high salary and bachelor’s degree can be sufficient education for some positions. One other great thing about being a financial manager is that you are able to work in various settings such as healthcare, government, business, and scientific services. Finance managers supervise the cash flow for the business. They also overlook loan application, write financial reports, and oversee the approval and the rejection of lines of credit. (http://learningpath.org/articles/Becoming_a_Finance_Manager_Job_Description_Salary_Information.html

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