If you want to get into financial advice, you may enjoy helping other people to solve their financial issues relating to investments, pensions and financing and helping them to achieve greater financial security. Some people forget that this financial advisor job also involves a lot of acquisition and sales work. Or they imagine that they can close lots of deals with great sales strategies and thus earn a good income. And they forget to ensure long-term customer loyalty and thus build up a loyal customer base as a financial advisor. Others want to expand their existing advisory skills and sales opportunities, e.g. from insurance and pension products to investment and financing products, or vice versa. Regardless of the motives, the following always applies: every consultation and every sale must be based on solid specialist knowledge. If you would like to find out about all the important aspects of working in financial advice, take a look at our free online career test for financial advice.
In financial consulting, there are both advisory activities with customer contact and sales tasks as well as jobs in the background that include many analytical activities and back office tasks.
The following test will help you to assess whether financial advice or financial planning could be your vocation and whether you are more inclined to work with customers or in the back office:
Go to the vocational test for financial consulting sales force
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