Financial Advisor: Main Duties and Responsibilities (00:19)
Brian Pultman learns his customers financial challenges to help them get "to, through, and beyond retirement."
Financial Advisor: Career Beginnings (00:35)
Pultman aspired to help others with finances from an early age after seeing his father and grandfather get financial assistance from the local bank.
Financial Advisor: Keys for Success (00:21)
In order to tailor an investment plan for the client, you must listen and understand what he or she wants.
Financial Advisor: Education and Certification Requirements (00:50)
Different types of licenses are required depending on what you intend to sell. It can take two years to become a Certified Financial Planner.
Financial Advisor: Workplace Atmosphere (00:40)
Most financial planning occurs in an office setting.
Financial Advisor: Advice for Aspiring Pros (00:44)
Financial advisors help the average person make sense of the abundance of financial information available.
Financial Advisor: A Day on the Job (00:48)
After returning calls and emails, Pultman spends the day calling clients and staying abreast of current world markets.
Financial Advisor: Industry Goals and Services (00:36)
After twenty-two years in financial advising, many of Pultman's first customers are retiring; they are grateful for his professional help.
Financial Advisor: Industry Challenges (01:28)
People are turning to the Internet for financial planning. The failure rate for new advisors is high. Some firms offer a salary during their two year training program.
Financial Advisor: Looking at the Future (00:46)
Everyday 10,000 people retire and need financial advice. There is a demand for financial advisors as many are now reaching retirement age.
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