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Investment Advisor Jobs Helena MT

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Career Training Institute
(406) 443-0800
347 N Last Chance Gulch
Helena, MT
 
Laborers Agc Training Program
(406) 442-9964
3100 Horseshoe Bend Rd
Helena, MT
 
Anaconda Job Service Workforce Center
(406) 563-3444
307 East Park Street
Anaconda, MT
 
Montana Job Training Partnership Inc
(406) 444-1330
302 N Last Chance Gulch
Helena, MT
 
Operating Engineers Local No 400
(406) 756-6093
347 2nd Ave W
Kalispell, MT
 
Montana Job Training Partnership Inc
(406) 444-1330
302 N Last Chance Gulch
Helena, MT
 
Helena Job Service Workforce Center
(406) 447-3200
715 Front Street
Helena, MT
 
Lewistown Job Service Workforce Center
(406) 538-8701
300 First Avenue North
Lewistown, MT
 
Environmental Solutions Llc
(406) 579-1441
PO Box 7010
Bozeman, MT
 
Operating Engineers Local Union #400
(406) 728-2832
208 E Main St
Missoula, MT
 

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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