Independent Financial Consultants We invite all appropriate candidates to join us as our Independent Monetary Consultants. The agony aspect is that the advisor must meet a sales quota to qualify, and the on the internet forums are filled with remarks – some guilt-ridden, some sarcastic – about what they had to do to meet those quotas. I am posting one more article in a day or two that especially covers the CFP route and the education specifications. But for numerous former consumers, who howl and sob year just after year in on-line forums, nothing at all could be further from the truth.
If you have past experience as a stockbroker, finance manager, economic adviser, monetary consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment representative, branch manager, broker or certified monetary planner (CFP®), your knowledge could translate effectively to the economic advisor chance at Edward Jones.
If you are interested in becoming a economic advisor, you will first want to earn a bachelor’s degree in a business related topic. I then worked for a year as a full-time monetary planner prior to taking and passing the exam. Along those lines, if the CFP expertise and competency requirements grow to be much less stringent, won’t that generate an incentive for a additional strict certification to arise.