Financial Services Careers

Secrets To Getting Hired As a Financial Advisor

Jobs for:
Stock Brokers, Financial Advisors, & Registered Reps.

Contained here are my secrets. I developed this process working my way towards and preparing for the final make or break interview. I attended interview after interview, perfected my approach and compiled everything I learned. These techniques allowed me to land my dream job as a Financial Advisor at the top firm on Wall Street!

Why do you want to be a Financial Advisor?

• Do you want to have the highest income potential available?
• Do you want to help people achieve their financial goals and dreams?
• Do you want to be respected and know as a professional in your community?

As an expert interviewer, a former sales manager, and a licensed financial services professional, I will help you get hired as a Financial Advisor / Stock Broker (even in this current recession) Let me tell you...

"Landing a job in financial services is one of the most difficult things to do, because job seekers don't have an understanding of what the best companies are looking for! What they're looking for is much different than any other business category!"

I'll Show You How You Can Land multiple Job Interviews

With major brokerages, wire houses, independent broker- dealers, or insurance agencies. With this step by step, NO BULL, information filled, direct approach E-book, you will land multiple interviews! I’ll even tell you what exact questions you will be asked in most interviews and what exact phrases you need to answer with at these interviews to land that dream job. Finally I will teach you how to close your boss on hiring you.  It is right around the corner if you follow these simple steps.

“Risk is not knowing what you are doing...” - Warren Buffet

Using these techniques resulted in interviews at Morgan Stanley, Merrill Lynch, Smith Barney, Edward Jones, Raymond James, Lincoln Financial Advisors, and North Western Mutual.

Financial Services job seekers, aspiring brokers and advisors;

Do not confuse this with a hard sell. Most people’s advice on how to get a job as a financial advisor is very similar and very general. I on the other hand have a system, and a proven program with easy steps to follow. This is a plan for you to enact to enter into one of the most lucrative and rewarding careers in the world. I'll show you exactly what I did to get a job offer. This is the best way to land a job interview, which will lead you to a career, in what is one of the toughest jobs to get.

How Can I Make This Claim That You'll Get A Job Interview With Top Financial Services Firms?

• To continue my career as a sales person and become a licensed financial services professional I had to learn what it takes to land a job in an industry where only the most fortunate people in the world are blessed enough to even be considered as a candidate for. Keep in mind that Financial Advisors are in the top 1% of earners in the world.  Looking for positions as a Financial Advisor or Stock Broker is tough. In the beginning, branch managers don't care about anything you have to offer, even if you're the most talented creative person, the best sales person in your current field, or have an advanced degree! You must first overcome the weeding out process.


• They don't care if you've just graduated from school and are starting your career full of energy, or if you've got 15 years of experience in another field.

Don’t Let Your Skills go to waste!

• When a sales or branch manager at a brokerage has to review thousands of resumes, they all start to look the same. They begin to get piled or filed, which means thousands of great individuals (like you), with great careers ahead of them, with great talents in servicing clients and personal selling are getting passed by.


• This is because you currently don't have the understanding of what the people that make the hiring decisions are looking for; you don't know what really impresses them and what you must do to get them to invite you in for an interview.

Forget About It, Don’t Be Rejected!

• I know better than anyone. I was there once too. I was full of excitement and energy and wanted nothing more than to have a career as a "glamorous" stock broker/ financial advisor.  It took me a whole year to land a job at the best financial services firm in the country.  I started my career in the toughest market since the great depression. Yes you guessed it, the 2008 - 2009 recession.  That’s right baby, get fired or get hired! I’ll show you how to do the latter.


• At first I sent out resume after resume, and no one responded. Not even a thank you letter. What am I doing wrong? Why can’t anybody appreciate my talents? My drive? My enthusiasm? My energy? I’m already a cold calling genius, so I thought...


• This is why I developed this E-Book. I was forced to think outside the box. So how does one really get a job as a stock broker I wondered? I knew those jobs were out there...

There Is a Better Way. A System That Really Works!

• I had to do something and I had to do it fast; time was running out, money was running out and my life was getting very stressful. I had just moved to the city and was staying with friends who were getting sick of me not paying rent. It took me a number of days of sitting down to figure it out. I eventually landed the dream job, the job of a lifetime ... working as a Financial Advisor for the best firm on Wall Street.


• One tactic I discovered and implemented got me meeting after meeting and it eventually got me the exact job I wanted, at the exact firm I wanted, in the exact city I wanted.  I learned that I could score an interview at any firm and firms I pursued eventually offered me a position and offered to pay for my licensing on top of it (thousands of dollars right there). I landed the job! However, those with much more experience didn't.  It was puzzling. The system worked!


• I realize how difficult it is for new people, let alone older more experienced people, to get into the financial services business.


• This is a challenge, especially now with the tough economy, the unemployment rate, and the wire houses trying to save money while laying off talented people. I believe that it's tougher than ever, tougher than it was 25 years ago around the market crash of 87’, to break into this great industry.  However, if you have what it really takes to be a Financial Advisor or Stock Broker, you can do it. I guarantee my methods will help you get there.


• As more and more people kept asking me how I got in, I looked back on what I had done. There I was, no experience, competing with seasoned professionals much older than me. I developed a system that works and landed a position on Wall Street.


• What did I do right? Why did they call me in for the interview when there were others ahead of me with more experience? Why did I get the job? In fact, I was barely familiar with the market or how stocks, bonds, and options worked.

A System That Can Land You the Job!

• I didn't know it at the time but I had developed an intricate, yet simple and disciplined approach that landed me multiple interviews that very few people, very few experienced sales people were able to get.


• There is much more to it than you think.

TRASH THE RESUME APPROACH AND START OVER!
That takes courage!

The time is now! Learn the Secrets of getting interviews, and what to do and say after that to get the job offer! Aspiring Advisors and Brokers:

• My e-Manual shows you the system you need to know, the one that I used, the facts you need to get, the people you need to meet, the importance of an inside perspective and everything you need to know to get on with a successful job hunt. Go after your dream job with what ever financial services firm you choose.
  
  
• Learn how to deal with setting aside your resume and why you’ll never need a resume again.
• Learn how to develop your business plan, which every major firm requires, before they will even talk to you. In addition, get access to my template! My business plan was so good that the hiring manager at Smith Barney said I must have had help from an experienced advisor in writing it!
• I provide you with my business plan template with full paragraphs and my examples, so you can write a plan that will impress any branch manager.
• Learn why every major financial services firm pre-tests their interviewees on mathematics and economics before inviting them in for a second interview. I bet you thought the studying was over after college. No way Sir or Madame! I failed the Merrill Lynch math test the first time before moving to another city, studying what I needed and then aced it the second time. Get access to my economics review guide to help get you get passed the initial weeding out process and get on to the next interview.
• Get the secrets that will get you interviews, when no one else can. Learn how to close the sales or branch manager on your first interview – these guys are not gods, they are managers who want specific industry standard responses...
• Get the same advice verbatim that Nick Murray (the financial services guru) gave to me when I was searching for the best firm out there.

These are all parts of a system that works. It’s the system that I used to start my career. It’s all here if you want it.

A Testimonial: Here is Proof!

Dear Advisor:

I received an offer to work for Morgan Stanley as a Financial Advisor! They even offered to fully pay for my Series 7, Series 66, commodities and futures, and Insurance licensing.  Not only this, but I also received offers to work as a registered rep at several independent broker dealers!

If it wasn’t for these techniques, I would still be taking the same approach and getting frustrated when I wouldn’t receive feedback.  I learned to use my skills in a different way. I easily passed the math and economics tests and was invited in for a second round interview. The branch manager that hired me liked my approach, my business plan, and appreciated the passion I showed towards the company and the profession as a whole.

Sincerely,
M.S. "new financial advisor", Colorado

A Word to the Wise Before Buying

If you’re a complainer, a do it for me type, or just lazy, this E-book is not for you. If you are afraid of taking risks, and like being “safe,” this E-book and a career as a financial advisor or stock broker is not for you. I am confident in this material: there is a 60 day money back gurantee if you do not find this information useful. This E-book is only for those who want to work hard, overcome the learning curve, and be proud of their accomplishments.

Financial Advisor Insight:

3 Insider Products

1. Secrets to Landing a Dream Job as a Financial Advisor or Stock Broker: The Seven Hoops You Must Jump Through to Land a Job in the Securities Industry. Includes a step by step process, sample emails, phone scripts, and answers to the trick interview questions that every hiring manager asks. $19.99


2. Business Plan Template to assist you in generating a solid business strategy in a day instead of a month. This is a full business and marketing plan (required by hiring managers). Impress any sales or branch manager. $19.99


3. Free Economics Study Guide, link to math study guide, and interview prep guide (with the purchase of both above products). What I studied was critical in helping me get through the preliminary testing and weeding out process.  Passing these tests gets you into the final interview. The hoops are many, but the career is amazing! Save 14.99

The Aspiring Financial Advisor

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