Friday, July 4, 2014

Special Skills: Financial Planning and 10 goals and Professions

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Alamy

The biggest advantage of having a job is the money that often accompanies put the work available. But what is to help workers with the money to live, and others to manage their finances, deal with? Those who are in financial planning and plan management services and financial interests and growth of individuals and institutions, including the doctrine of portfolio management, investment management, estate planning, insurance planning tax investments and strategic planning, financial consulting and customer relations. And that's just the tip of the iceberg economic.

Between 2014 and 2023, it is expected that this group of development workers nationwide 38.9 percent. * Along with this growth is a competitive group of workers. Those who are attracted to these professions include, large search engines such as personal growth / progress and completion of the work / life balance as reasons that attracted and remain these roles, because the work is interesting and challenging, and that access better wages and benefits .

Important skills and experience in finance
To consider expected in a career in financial services to be successful, or with transferable skills that you can take with you on a new role these skills of workers in the financial services identify:
· The customer and personal service
· Mathematics
· Computers and Electronics
· Accounting and Economics
· Sales and Marketing
· Office
· Administration and management

The 10 industries that employ
Workers of financial services and planning are necessary to almost everyone; many companies and individuals who need the finances, the skill or certification of these workers to manage and move your money wisely. , The industries using the best of these professionals, however, are:

1 investment advice
February. Portfolio Management
March. Miscellaneous Intermediation
April. Securities and Exchange
Investment banking and securities trading 5
6 Banco Comercial
Other Insurance Fund 7
8 Trustees, the trust and custody business
9 Pension Fund
10 Fund Investment

10 Odd jobs
Although this expansive industry has many more features, look over this list, here are 10 jobs in the financial plan that will cover a variety of roles and responsibilities:

1 paper products and financial services outlets to buy and sell securities or investment products and trading, or financial services to companies and private companies. You can advise customers in stocks, bonds, mutual funds, products and market conditions.

Two. Agents selling insurance to sell life, property, casualty, health, automotive, or other types of insurance. Can customers obtain independent brokers, work may be used by an insurance company as an independent agent or.

3 loan officers. evaluate, approve or recommend approval, commercial real estate or credit loans. Borrowers to advise on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing agents and loan underwriters.

April. Credit counselors advise and educate individuals and organizations on the acquisition and debt management. You can help the best type of loan and explaining loan requirements or restrictions. They can also help develop debt management plans, advise on credit issues or advise budget, mortgage and bankruptcy.

. 5 loan interviewers and staff interview loan applicants to obtain information; Vetting of applicants and check references; prepare the loan application documents and the reporting of results, reports and documents of the assessment service. A review of the loan documents for completeness and can make transactions between lenders, borrowers and sellers with the approval of the loan.

Subscribers insurance 6 to assess consider individual applications for insurance risk level and determine acceptance of applications.

Sales staff 7 wholesale and manufacturing (except technical and scientific products) sell goods for wholesalers or manufacturers, companies, or groups of individuals. His job requires extensive knowledge of products sold.

Analysts credit 8 analyze data and credit statements of individuals or firms to determine involved in lending or lending the degree of risk. Prepare reports with credit information for use in decision making.

9 Advertising sales agents sell or solicit advertising space, time, or media in publications, signage, TV, radio or internet. This function includes those who obtain the leases for outdoor advertising or to convince retailers, sales promotion displays use options.

10 coaches. Statements of the preparation of tax returns for individuals or small businesses.

* All numbers and descriptions for the industry, the profession and the competency of information specialists in international economic modeling category of workers 2014.2 record: planning and financial services.

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