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Investment Advisor Jobs Bristol RI

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Emily Kapit, CPRW
(646) 239-0440
375 Lloyd Ave., Apt. 1-C
Providence, RI
 
L T Staffing Incorporated
(508) 672-9500
373 N Main St
Fall River, MA
 
Fall River Career Center
(508) 730-5000
446 N Main St
Fall River, MA
 
Ri Analytical Laboratories Incorporated
(401) 737-8500
41 Illinois Ave
Warwick, RI
 
Tollgate Occupational Health
(401) 921-5855
215 Toll Gate Rd
Warwick, RI
 
L T Staffing Inc
(508) 672-9500
373 N Main St
Fall River, MA

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Fall River Career Center
508-730-5000 Ext. 5002
446 North Main Street
Fall River, MA
 
International Munici
(401) 738-2220
200 Metro Center Blvd
Warwick, RI
 
National Association Of Letter Carriers
(401) 921-0053
325 Strawberry Field Rd
Warwick, RI
 
Intl Brotherhood Of Police Officers National Assoc
(401) 467-2830
15 Messenger Dr
Warwick, RI
 
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Investment Advisor

How to become an Investment Advisor

As a general rule, an Investment Advisor must possess a bachelor's degree. To advance in the profession, that degree should be related to finance or business administration. Many Investment Advisors choose to go on to obtain a master's degree as well as other professional designations.

Most employers require Investment Advisors to have a bachelor's degree in finance, accounting, statistics, business administration, or economics. This education may also include coursework in risk management, taxes, financial analysis, corporate budgeting, estate planning, tax law, mathematics, and accounting policies and procedures.

Nearly all Investment Advisors must obtain one or more licenses, including the Series 7 and Series 63 or 66 licenses. These licenses are required so that the Investment Advisors may act as a registered representative, able to give professional financial advice. The Series 7 license requires that Investment Advisors have a sponsor; so self-employed Investment Advisors must have an ongoing relationship with a licensed securities company.

The main licensing body for Investment Advisors is The Financial Industry Regulatory Authority (FINRA). Because there are a variety of licenses that require sponsorship, it is not necessary for an Investment Advisor to obtain the licenses before applying to work at a securities firm. Also, if a worker leaves the firm, a new license must be issued in relation to the worker's new employer.

What does an Investment Advisor do?

Investment Advisors, often referred to as financial analysts, may hold one of many different positions, either with an established securities firm or as an individual. There are Investment Advisors that specialize in various areas.

In general, Investment Advisors provide guidance for businesses and individuals interested in making investments. Investment Advisers are expected to provide sound advice and analysis on a variety of investments, including stocks and bonds. Investment Advisers are also expected to gather and analyze financial information, and to marry the best type of investment to the client.

It is imperative for Investment Advisors to know and understand how to assess the economic standing of industries and individual companies so that the client's investments will be as sound as possible. To do this, Investment Advisors must know and understand how to read a company's financial statements and to analyze various costs, expenses, commodity prices, sales, and tax rates so that the company's value can be determined. Based on that information, an Investment Advisor should be able to project the company's future earnings. Investment Advisors typically work with securities firms, insurance companies, investment banks, mutual and pension funds, the business media, such as newspapers, radio and television, and other businesses.

Because of the intricate nature of the financial world, Investment Advisor...

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