Ostroff, Fair and Company
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Entry level job ideas if i want to become Financial Advisor later in career?



I will be graduating from a 4 year university with a major in Finance this upcoming spring. I don't have any work experience or previous internships. I have thought about going to grad school to get my MBA but many people have said it is not as valuable until one gets work experience. So, with this being said, I am somewhat clueless as to what entry-level positions I should consider after graduation.

My ultimate goal is to become a financial advisor, which I know will take many year. After at least 3 years of valid work experience, I would like to attempt to get my CFP also. This being said, I am not sure what the best first step would be as an entry-level job if these are my goals. Also, I live in the midwest now and plan to move to the south after graduating. So, I would be looking for jobs in the carolinas, georgia, or florida...if that matters at all. I know I have asked/said a lot, but I would really like to know what steps to make after graduating. Thank you.

I would suggest to apply at a large institution/bank like Citibank, Chase, HSBC as a Personal Banker. Gain experience by recommending/advising customers of financial needs. Once you understand that concept and basics of banking and selling, you'll be able to apply internally as a Financial Advisor.....or even something different since that position will open up many more doors! Source(s): Branch Manager for large bank
accounting would be nice to start off. Or look for a job that has something to do with finance.
get into business and marketing courses.

go to an experienced financial adviser and ask them instead of clueless people here. They will give you good advise. experience is everything.
my sister is becoming a financial adviser and this is what she did.
Insurance compaines have jobs for financial advisors. You are sure to be hired by one of them.

I hope you didn't want a long answer; check out a company like Primerica (maybe PriAmerica) or the such, tell them you want to give people advice on how to spend their money and they will most likely offer you a job right then and there. it's really that easy.

i know this because i wanted to do the same thing; i didn;t follow through because i didn't want to sell their products, which you cannot avoid if you are only begining in the industry, and i realized that i can make much more money investing and can learn much more about money management.
You could check out large banks, insurance, or mortgage companies and look at underwriting or financial analyst careers. A lot of people I graduated with chose that type of job right out of college. You get great experience working through people's financial situations and the pay is great for entry level positions.
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