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Investment Advisor Jobs Portales NM

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 Portales, NM that can help answer your questions about Investment Advisor Jobs.

Eastern New Mexico Workforce Connection Center Roosevelt County
(575) 356-5408
100 South Avenue A, Suite 110
Portales, NM
 
Sos Staffing Services Inc
(575) 762-6757
114 W 21st St
Clovis, NM
 
Snelling Staffing
(575) 762-4246
1104 E Manana Blvd
Clovis, NM
 
American Federation Of Teachers-Indian Educators Federation
(505) 243-4088
2309 Renard Pl Se Ste 202
Albuquerque, NM
 
Every Woman Works Inc
(770) 998-3392
183 Norcross St
Roswell, NM
 
Snelling Staffing
(575) 762-4246
1104 E Manana Blvd
Clovis, NM
 
New Mexico Workforce Development Center Curry County
(575) 762-4571
111 N. Main
Clovis, NM
 
New Mexico Workforce Development Center Lea County
(575) 393-5188
204 West Park
Hobbs, NM
 
Teambuilders Counseling Services Inc
(505) 994-9178
541 Quantum Rd Ne
Rio Rancho, NM
 
New Mexico Workforce Connection Santa Fe Office
(505) 827-7434
301 West DeVargas
Santa Fe, NM
 

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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