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Anyone interested in entering the field of financial consulting may enjoy helping others solve their financial questions regarding investments, retirement planning, and financing, and assisting them in achieving greater financial security. Some people forget, however, that this role as a financial advisor also involves a significant amount of client acquisition and sales work. Or they imagine that by employing great sales strategies, they’ll close many deals and thereby earn a good income. In doing so, they overlook the importance of fostering long-term client loyalty and, as a financial advisor, building a loyal client base. Still others want to expand their existing advisory skills and sales opportunities—for example, moving from insurance and retirement products toward investment and financing offerings, or vice versa. Regardless of your motives, one thing always applies: Every consultation and every sale must be based on solid professional knowledge. If you’d like to learn about all the important aspects of a career in financial advising, check out our free online career aptitude test for financial advising.
In financial consulting, there are both advisory roles that involve client contact and sales tasks, as well as behind-the-scenes jobs that involve a great deal of analytical work and back-office duties.
The following test will help you determine whether financial advising or financial planning might be your calling and whether you’re more suited to a client-facing role or a back-office position:
For the aptitude test for financial advisory field sales
