Financial Job Market

1
How To Prepare Yourself For The Top Positions In
The Financial Job Market
2
(No Transcript)
3
Employment in the financial industry provides
many openings for prospective employees, but it
takes a special person with the education,
previous employment history and a dogged
determination in this arena to succeed.
www.willis-consulting.com
4
Where one begins in this industry is often just a
stepping-stone to where they strive to be in the
end, which takes years of persistent discipline,
intelligence and a tenacious attitude.
www.willis-consulting.com
5
(No Transcript)
6
Career paths often change according to the
opportunities that arise during a person's rise
in the financial industry, and it is this ability
to smoothly transition, that finance recruiters
often find so appealing.
www.willis-consulting.com
7
(No Transcript)
8
Characteristic traits that finance recruiters
look for are individuals that have a good
knowledge base of the financial institution, are
compelling and who are willing to work long hours
towards their goal.
www.willis-consulting.com
9
A resume built from prior positions, aptitude,
and a willingness to explore other job options
will lead financial advisor recruiters to the
front doors of these new leaders in the
financial field.
www.willis-consulting.com
10
Education is an investment of oneself that is of
particular importance for the person headed for
the brokerage firms.
www.willis-consulting.com
11
(No Transcript)
12
Whether choosing a position as a broker,
financial advisor or even management, a person
with a four-year college degree majoring in
business administration will put them at the top
of the list.
www.willis-consulting.com
13
Obtaining this degree will open a path that
provides the most career options that he or she
may choose to follow. Although not required, an
MBA will almost certainly catch the eye of
financial advisor recruiters from only the most
prestigious firms.
www.willis-consulting.com
14
With today's economy and lack of employment
opportunities, many students who would have
normally graduated from their college, are taking
advantage of this time and choosing to continue
their education to move further up the ladder,
while setting themselves apart from the rest.
www.willis-consulting.com
15
(No Transcript)
16
Finance recruiters are also taking advantage of
this slower economy and lack of growth period to
find only the very best from a field of
applicants.
www.willis-consulting.com
17
They are focusing more on the grade point average
and class rank that individuals maintain. They
carefully scrutinize the practical experience the
applicant has gained along the way too.
www.willis-consulting.com
18
Potential brokers should look for positions as an
assistant at local firms in order to place
experience on their resume, which finance
recruiters will be looking for under previous job
experience.
www.willis-consulting.com
19
(No Transcript)
20
It is important that the prospective employee
show that while in an undergraduate or graduate
program, they found a good internship in the
chosen field of interest.
www.willis-consulting.com
21
(No Transcript)
22
Securing work experience for the resume may even
require the prospective applicant work free
during some internships.
www.willis-consulting.com
23
A letter of recommendation is what the individual
should be working towards which could quite
possibly lead into higher positions and salary
later because of past work experience.
www.willis-consulting.com
24
Management positions require an additional series
24 license.
www.willis-consulting.com
25
These licenses are difficult, but the firm the
applicant chose from the financial advisor
recruiters will sponsor the employee during this
time.
www.willis-consulting.com
26
Financial advisor positions in the largest firms
with triple A ratings typically require series 7,
63 and 66 licenses to move up the corporate
ladder.
www.willis-consulting.com
27
Here, the prospective employees will be courted
by finance recruiters of their choice.
www.willis-consulting.com
28
A well-rounded resume in education, experience
and licensing opens the limitless possibilities
for the person that the financial advisor
recruiters from only the most prestigious firms
are looking to employ.
www.willis-consulting.com
29
Willis Consulting, Inc.
Los Angeles Corporate Headquarters

• 719 Yarmouth Road, Suite 203, Palos Verdes
  Estates, CA 90274
• 310-373-7400
• info_at_willis-consulting.com

www.willis-consulting.com
30
(No Transcript)
31
Willis Consulting, Inc.
Scottsdale Office

• 15051 N Kierland Blvd, Suite 210, Scottsdale AZ
  85254
• 480-361-9490
• info_at_willis-consulting.com

www.willis-consulting.com
32
(No Transcript)
33
Willis Consulting, Inc.
New York Office

• 244 5th Avenue, Suite 1855, New York NY 10001
• 212-726-2041
• info_at_willis-consulting.com

www.willis-consulting.com
34
(No Transcript)