Financial Advisor 2010

Financial Advisor Careers May 19 2011

Financial Advisors Switch From Face-Time to Phone Lines

Banks, brokerages and insurance companies -- including the wirehouses -- are filling call-centers with advisors in efforts to win low-income customers. The jobs are attractive to those tired of the eat-what-you-kill system of money management.Read more »

Financial Advisor Careers May 17 2011

UBS Continues to Add Broker Talent

UBS Wealth Management Americas, a unit of UBS AG, recently recruited 15 financial advisors from competitors, boosting its new hire total to 124 year-to-date, up 50% from a year ago, according to a person familiar with the situation.Read more »

Financial Advisor Careers May 16 2011

UBS, Ameriprise Brokers Poached by Morgan Stanley

Brokerage joint venture Morgan Stanley Smith Barney recently recruited four financial advisors from UBS Wealth Management Americas, a unit of UBS AG, and Ameriprise Financial Inc.Read more »

Financial Advisor Careers May 16 2011

Advising as a Second Career

Ron Meder came to be a financial advisor later in life, and only after being pushed out of another career. Now he wishes he'd made the move a lot earlier.Read more »

Financial Advisor Careers 2010 Sep 30 2010

Resume Tips for Inexperienced Financial Advisor Job Seekers

The book of business is invaluable for an FA applying for a job. But if you don't have one, your resume can still make you stand out. Here are some tips.Read more »

Financial Advisor Careers 2010 Sep 30 2010

How to Write a Financial Advisor Resume -- for Experienced Advisors

As a financial advisor, your book of business is the most important thing you can show a prospective employer. But a stellar resume can also help your candidacy.Read more »

Financial Advisor Careers 2010 Sep 24 2010

A Day in the Life of a Financial Advisor: The Race

In 1995, Billy Peterson was the top quarter horse jockey in the country. Today, he is president of Peterson Wealth Services in Utah, a Raymond James financial advisor shop.Read more »

Financial Advisor Careers 2010 Sep 24 2010

A Day In the Life of a Financial Advisor: The Balance

Cheesy movies and cruise ships brochures help financial advisor Victoria Collins unwind at the end of a long day. Collins is the senior managing director at First Foundation Advisors in Irvine, Calif., and after 30 years as a financial advisor, she has learned how to balance a busy work schedule with her passions.Read more »

Financial Advisor Careers 2010 Sep 24 2010

A Day in the Life of a Financial Advisor: The Planner

Christopher Ure believes that balance is key. His clients are his priority until the working day is done -- but once he's home, he's home. He says that his dedication to both his work and home life is something that allows the personal relationships he has with his clients to blossom.Read more »

Financial Advisor Careers 2010 Sep 22 2010

Career Advice from 63 Established Financial Advisors: Narrow Your Focus

We surveyed 63 financial advisors from across the country, from all kinds of FA shops (wirehouses included), from all levels of seniority and experience, and when asked what career advice they would give to less experienced FAs just starting out in the business, the overwhelming message was: Narrow the focus of your practice.Read more »

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