Financial Advisor Career in the USA

The financial consulting career in the US is constantly growing. This is because, in addition to being a promising career, it is very common to find people who are not satisfied with their current job or who need more flexibility to be able to reconcile their profession with their personal life.

Based on a survey by Five Rings Financial, about 87% of people living in the United States don’t like what they do and 67% of them believe they are in the wrong career. Becoming a financial advisor can be the solution to these problems and the consolidation of a personal accomplishment.

What is financial consulting

Financial consulting is a profession similar to that of a realtor. Most of us know, work or even need the services of this professional, right?

In the same way that the real estate broker assists the buyer in the search for a property, the financial advisor is also trained to support the client in the selection of his financial strategies.

Among its functions are:

  • understand what the customer needs according to their profile;
  • make necessary recommendations of financial products;
  • have knowledge of the client’s objectives for making these recommendations;
  • assist you in making data-driven decisions.

How to get into a financial consulting career?

Before the law, it is mandatory and essential to have a license to act and receive your commissions. This licensing is done directly in the state in which you reside, where your possibility to work in the USA will be analyzed.

However, even with the license to exercise the function, you will still not be fully prepared for the day to day of this profession, and you will need to go through a training program. The training program is designed to develop the skills of those people who do not have any experience in the area of ​​finance, accounting or any other branch that is related to numbers. Another target audience for this training are those professionals who are dissatisfied with their careers and want to change their profession to do what they really like. Training is usually done online and the duration will depend on your availability. Pursuing a financial consulting career in the US is an excellent opportunity for anyone who wants to earn a good income, be autonomous and always be close to their family.

Common Questions

Is this a Network Marketing company?

No. Nothing against this working model, but our profession is MORE comparable to that of a realtor (Realtor) or financing (Mortgage Broker). Even a financial advisor also needs to obtain a license from their state of residence and go through a background check process, as the financial area is highly regulated.

It is necessary to have a Work Permit in the United States to obtain the license (except in the state of New Jersey, where it is not necessary to have a work permit to obtain the license).

How long does the training last?

Each person advances in training in their own time as they reach certain levels of skill. Training is 100% online through webinars, video conferences and our exclusive training app. You can dedicate yourself within your time and training is available 24/7 in the palm of your hand.

What is the cost of training?

The licensing process costs between $200 and $400 with your state’s licensors. Professional training is free of charge. It is similar to the real estate brokerage market where brokers do not charge for training as they will have a share in sales. Our interest is to train as many competent professionals as possible for our Agency.

What is the ideal profile for this career?

The ideal profile is someone who enjoys dealing with people and is motivated to work independently. No previous experience in the financial area is required, training is complete from A to Z and is given in Portuguese. Basic English is required to take the license and have a work permit in the US (except in the state of New Jersey, where a work permit is not required to take the permit).

What is the next step?

Se você acha que a Carreira de Consultoria Financeira é  para você, mande uma mensagem no formulário abaixo para solicitar uma entrevista pessoal para tirar suas dúvidas e ingressar no Programa de Treinamento.