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Investment Advisor Jobs Edmond OK

This page provides relevant content and local businesses that can help with your search for information on Investment Advisor Jobs. You will find informative articles about Investment Advisor Jobs, including "Investment Advisor". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Edmond, OK that can help answer your questions about Investment Advisor Jobs.

Priority Resources Group
(405) 341-0990
247 N Broadway
Edmond, OK
 
Sooner State Medical Staffing
(405) 562-1410
16301 Sonoma Park Dr
Edmond, OK
 
Career Success Consultants
(800) 561-3064
816 Cedar Crest Dr
Edmond, OK
 
Express Personnel Services
(405) 478-3331
3601 S Broadway
Edmond, OK
 
Addison Group The
(405) 843-5700
3503 NW 63rd St Ste 515
Oklahoma City, OK

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Venture Resources Group
(405) 285-7586
2108 Shilstone Way
Edmond, OK
 
Oklahoma Goodwill Industries Inc
(405) 216-5732
1324 N Kelly Ave
Edmond, OK
 
Foundation Medical Staffing
(405) 330-0050
425 S Fretz Ave
Edmond, OK
 
Live and Work on Purpose
(405) 463-6677
2620 NW 115th Place
Oklahoma City, OK
 
Workforce Oklahoma - Rockwell Center
(405) 470-3200
12777 North Rockwell, Francis Tuttle Tech-Campus
Oklahoma City, OK
 
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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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