A Day in the Life of a Financial Advisor | Indeed

Ever been interested in becoming a financial advisor? Whether you're considering a career in finance or simply curious about the day-to-day life of a financial advisor, this video will provide valuable insights and inspiration.

We follow Eric, a seasoned financial advisor, through a typical day work day. From client meetings to tips on investment analysis, you'll learn about the tools and strategies used by financial advisors to help their clients meet their financial goals. Watch for tips from Eric on how to get into the field of working finance and gain insight into the interpersonal skills needed to succeed in the field.

0:00 - Intro
0:09 - Financial advisor career path
0:50 - Starting out the day
1:22 - First client of the day
2:40 - Second client of the day
4:15 - Third client of the day
5:04 - Advice for someone wanting to become a financial advisor

Salary estimates are based on 16,718 salaries submitted anonymously to Indeed by financial advisor employees, users, and collected from past and present job posts on Indeed in the past 36 months. The typical tenure for a Financial Advisor is less than 1 year.*

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The information in this video is provided as a courtesy. Indeed is not a legal advisor and does not guarantee job interviews or offers.

**Comscore, Total Visits, September 2021
***Indeed Internal Data, average monthly unique visitors April – September 2022

#Indeed #DayInTheLife #FinancialAdvisor

[shawnmendrek]

Rich folk will not tell you, but they have this person in their life, so respect to your job. "dad showed up to every game" good dad. Not every dad can do this, but respect to your dad.

[McRuffin]

Going back to college to be a financial advisor. I’ve always been into finance and investing. I struggled with bipolar since the age of 18. I’ve become stable and my parents are gonna give me a hand by staying with them to finish my associates. I have 31 units done. Investing has always been my passion and I can’t wait to get back into college in January! Thanks for this video!

[fackeyutub-emael]

How you start the career should be the epicenter of your content in regards to a day in the life series.

Most of your viewers are in their 20s and are wondering how it would be like to be at the end of their career, but most of all how to get to a higher level within the parameters of that career.

Many 20 year olds have many paths they have in mind, as a result, your team should focus on communicating that information.

More specifically, your viewers desire a more grounded person to be portrayed, an example would be a person that is not quite at the high of their career, but also not the bottom.

Your team should be looking at a financial advisor that strives to be more than that and has every single job they have lined up for your team to slice open per se.

Lastly, your team of smart Indeed workers should make sure questions are also answered either in a forum or anywhere your younge viewers can go to get their questions answered. Please make a FAQ too.

[osmanpoyrazpala]

is a great company to work with for their knowledgeable and experienced team.

[LupeBaptista]

I’d be retiring/working much less in 5 years and curious to know best how people split their pay, how much of it goes into savings, spendings or investments. I earn around $150k per year, but nothing to show for it yet

[msmarjofficial]

After watching this video, i felt more assured of being a financial advisor…

[Funnyjoke]

I will make it in this industry, mark my words.

[ANDRE-spmi]

I am greatful for your help always. I am greatful for all your job leads with my Resume. I do the best I can do at work. Thank you for your help always getting job leads

[carsntrucks]

The wife of the first couple sounds like a lot of fun to be married to

[thomasstanhouse]

I’m not here just to be inflammatory, but I gotta ask why that old lady is doing a dance performance during a meeting with her financial advisor??? 😅😂

[brandonvargas]

Would the "Financial Advisor" in this clip also be classified as a "Financial Planner"????

[DustinA]

Step 1. Become financial advisor.
Step 2. Play golf all day.
Step 3. Have one rich friend you can leech off and make 2% 😂

[anthonyskorupski]

People are dumb af, I need to become a financial advisor.

[Westcoast]

AI will replace these jobs within the next decade. Y’all notice how majority of his clients were boomers? Lmao