How do I become a Financial Advisor IntelliVest Can Help
If you enjoy helping others organizes their finances and discussing strategies to help them save for retirement, becoming Financial Advisor may be right for you. Becoming a financial advisor can be a rewarding and fulfilling career choice. Not only do you get to help people achieve their financial goals, but you also have the potential to earn a substantial income.
There are so many services you can help clients with such as:
- Retirement Planning
- Life Insurance
- Investment Management
Understanding the Role of a Financial Advisor.
Before diving into the world of financial advising, it’s crucial to understand what the role entails. Financial advisors help clients manage their money, make investment decisions, and plan for their financial future.
Financial Advisor Requirements
While some firms require you to have a bachelors degree, it is not necessary to have one. IntelliVest Wealth Management does not require you have one to become an Advisor. The only true requirement that is needed is to have your Series 65 License. To learn more about the Series 65 please click here.
If you decide to work with us, we can help you find the right study materials.
Why Become an IntelliVest Wealth Management Financial Advisor?
No pressure Work Environment
IntelliVest Wealth Management treats their advisors with a different approach. Many larger firms pressure their advisors to keep growing threatening to fire them if they do not. IntelliVest Wealth Management does not care if you continue to grow. You can grow your business the way you want to without us threatening to fire you. If you do not bring in any business one month, that’s perfectly ok in our minds.
We believe this provides a healthier environment for our Financial Advisors as they can have much less stress and anxiety. In addition, we feel that this actually provides a better experience for the end client as the Financial Advisor can focus their time on who needs them.
You do not need to come into the office to be a Financial Advisor. In the digital age many clients are happy to work with an advisor virtually. Whether you would like to work in an office or at home you can make this work for you.
Uncomfortable Investing Client Money?
This is a perfectly normal concern to have however, IntelliVest Wealth Management is happy to take care of this job for you. There are many advisors who do not want to manage the individual investments for clients because it can become increasingly time consuming as you build your book of business. IntelliVest can handle this for you so you can focus on your client needs.
Financial Advisor Coaching
IntelliVest Wealth Management will also help coach you on strategies to connect with new prospects and Investment Management Strategies. Financial Advising is an ever changing industry and it is important to stay up to date on the latest trends and ideas.
Regulation, Licensing, and Billing
IntelliVest Wealth Management will handle all of the regulation and licensing work so that you do not have to worry about it. We can help guide you on where to get licensed so you can begin your journey as a Financial Advisor.
In addition, IntelliVest will manage billing for clients so you do not have to. If you want to learn more about how advisors are paid, please click here to learn more.
How Do I get Started As a Financial Advisor?
If you are interested in learning more or getting started, please reach out to us at our contact page or (864) 598-0000. We can educate you on how to get licensed as a Financial Advisor and help get you set up for the licensing exam. Once you are licensed we will get you on boarded with our firm and help you learn our software and tools.