We all have different individual talents, and as we go through school, we will discover the unique and natural talents we have. Some of us pick up foreign languages as though they were our own; others can write prose and analyze screenplays as though they’d spent their whole lives in an English class, and some can look at numbers and formulas and ‘get it.’
I believe that people should take on jobs and California MBA online to exercise these important abilities to reach success and find a position where they can be content in knowing that they are ‘made for it.’ With this in mind, let’s focus on how you can use your skills in numeracy and work in the financial field, specifically in financial advice, like my good friend Adam Rosenfeld, Merrill Lynch wealth manager and financial advisor. Let’s look at his amazing career and how you can emulate his success.
A career in Financial Services
Like many high-level financial advisors, Adam graduated from university with an MBA and went straight into financial services. He worked his way up the industry and landed an OB with Morgan Stanley’s economic giants. Following a few years with Morgan Stanley, Adam moved to the huge financial company of Merrill Lynch, where he began working with some of their biggest clients and managing millions and millions of dollars in assets.
Throughout his career, Adam has shown exactly what you need to do to succeed in this industry, and that is adding many strings to your bow in terms of what you can do and what kind of services you can offer. Rosenfeld is not only able to provide financial advice but is also certified to be a broker. In terms of the advice that he is qualified to give, Adam can offer securities portfolio advice, pension consultancy, portfolio management for individuals and businesses, amongst a wide range of different direction.
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How You Can Be a Financial Advisor
Education is important in your road to becoming a financial advisor. You will need a high level of maths and computing skills to work towards this career. An MBA is recommended to reach the top of the field. Throughout this time, it is vitally important that you are a student of global economies, financial markets, and the industry of financial services.
It is important that once you start working in the financial services industry that, you follow what Adam has done and take as many exams as your company will put you forward for; this way, you will be able to arrive in a position where you can offer a broad range of financial services, and you will make yourself a key employee to whichever company that you can work for.
