Why Become a Financial Advisor

Is Becoming a Financial Advisor Worth It?

When you want results, you hire a professional. That’s why millions of Americans entrust Financial Advisors to help them make better — and more informed — financial decisions. Financial advisor careers are rewarding ways to support individuals and organizations as they plan for the future.

Recent graduates from our Financial Advisor Training Institute tell us pursuing Financial Advisor careers has several benefits in particular. Below are five reasons why now may be the right time to seek Financial Advisor careers.

1. A Reputation as One of the Best Business Jobs

According to U.S. News & World Report’s 2021 job rankings, Financial Advisor careers are the No. 4 best business job. Our industry continues to see high marks because we focus on providing meaningful, thoughtful financial advice, for the betterment of society at large.

When we ask our graduates, “Is becoming a Financial Advisor worth it?”, they tell us it’s incredibly rewarding to help their clients plan for college expenses, fund retirements, and support their philanthropic interests.  The best part is, the more clients they help improve their financial lives, the better they do in their practice. It’s a true win-win.

2. A Career Path With Projected Growth

Over the next decade, financial advisor careers are expected to grow at a much higher rate than other jobs. In fact, according to the U.S. Bureau of Labor Statistics, the financial advisor field is expected to see a 13% increase in available jobs during this decade*.

So, why are there so many projected openings and why become a financial advisor now? Data from Moss Adams — one of the 15 largest public accounting firms in the United States — estimates a shortfall of financial advisors, in part, because of expected retirements. The average age of retail financial advisors is currently 61 years old, which means the industry expects to see a 1 to 2% decrease in headcount, each year, for the foreseeable future.

Now, when you think about, “Is being a financial advisor worth it?”, you’ll know that it’s a solid investment in your professional future.

3. A Career That Allows You to Specialize

Upon completion of the Financial Advisor Training Institute program curriculum and passing your licensing exams, you will most likely begin your career at one of our more than 50 financial broker-dealers.

From there, your career path has unlimited potential. Whether you specialize in financial planning or investments, work for a major firm or are self-employed, serve older or first-time investors, the Financial Advisor Training Institute program curriculum will prepare you for numerous options as you consider is becoming a financial advisor worth it.

Our recent graduates have financial advisor careers at: Independent Firms, Wirehouse, Bank Channel, Insurance Companies, and Other Financial Channels.

4. A Career With Rewarding Results

Much like a parent seeing their child succeed, a good financial advisor enjoys seeing their clients reap the benefits of successfully planning for the future. Many of our recent graduates say that the relationships they build with their clients is another rewarding aspect of choosing financial advisor careers.

No matter what career path you choose, know that your knowledge and advice will be valued by your clients.

5. A Career With Unlimited Earning Potential

Whether you work as a fee-based or commission-based financial advisor — or a combination of the two — how much you earn in this field has seemingly no limits.

In fact, according to U.S. News & World Report, financial advisors made a median salary of $89,330 in 2020 — with the top 25% making well over $150,000 a year. That’s one more benefit to consider when thinking, “Is being a financial advisor worth it?”

Why Become a Financial Advisor With the Financial Advisor Training Institute

The Financial Advisor Training Institute is the only online Financial Advisor training program in the United States. Our accelerated program curriculum provides you with a specialized learning experience that arms you with the tools and techniques needed to pass certification exams and pursue Financial Advisor careers.

Our online certificate program guarantees job placement upon coursework completion and professional certification. Why become a Financial Advisor anywhere else when the Financial Advisor Training Institute has the specialized expertise, speed to completion, and career outcomes you need.

Why Become a Financial Advisor? Hear From Our CEO:

“The Financial Advisor profession is a noble career that’s needed now more than ever. The Financial Advisor Training Institute exists to find, train and place people who are eager to take control of their future while empowering others to build the wealth they need to sustain their dreams.”

Terry Lindner
Founder and CEO, Financial Advisor Training Institute

Financial Advisor Program Outcomes

Strong Exam Pass Rates, Impeccable Training, a Guaranteed Job: The Financial Advisor Training Institute Prepares You for Your Financial Advisor Career Path.

If you’re considering advanced training to pursue a Financial Advisor career path, you want results.

The Financial Advisor Training Institute is the only online certificate program in the United States that prepares you for entry-level Financial Advisor jobs in nearly any sector. Our accelerated program curriculum equips you with the knowledge and know-how needed to pass certification exams and pursue financial jobs in as little as 14 weeks**.

Five Program Outcomes

But why entrust the Financial Advisor Training Institute as you consider personal Financial Advisor jobs? Here are five program outcomes — including a financial advisor salary outlook — that demonstrate why you should pursue personalized training at the Financial Advisor Training Institute.

1. An Immediate Investment in Your Future

At the Financial Advisor Training Institute, our program gives you a strong and immediate return on your investment. Our intensive coursework covers three different topics each chapter. By the end of your nearly 300 hours of class time, you’ll have a greater understanding of:

• Activity, contact, and prospect management
• Annuities, exchange-traded funds (ETFs), retirement plans, and mutual funds
• Business acceleration methods
• Financial services industry best practices
• Financial planning processes
• Life insurance, long-term care, and disability insurance
• Preparation for certification exams and licenses

In as little as 3.5 months**, you’ll be well-prepared for a strong career as a Financial Advisor.

2. We Help You Get Into the Field Through Sponsorship

No matter which financial advisor career channel you choose, sponsorship is an important part of the process. In fact, you’ll need a sponsor to be able to take some of your certification and licensure exams. At the Financial Advisor Training Institute, you don’t have to worry about sponsorship. As a 501(c)3 public charity, the Financial Advisor Training Institute has relationships with more than 50 broker-dealers. When you join our program, we’ll connect you with a financial broker or dealer. They’ll not only sponsor you, but they’ll also offer you a job when you complete our program and pass your professional certification exams. You’ll be on your way toward a rewarding personal Financial Advisor career sooner than you think.

3. Preparation To Meet and Exceed Industry Standards

Our program prepares you to pass various certification and licensure exams. In fact, we pay for you to take the first sitting of any financial exam. At the Financial Advisor Training Institute, our results are stronger than national averages. Here are a few examples.

• Life and health insurance licensure exams: Financial Advisor Training Institute graduates also have a 95% first-time pass rate on life and health insurance exams.
• Securities Industry Essentials (SIE) exam: Approximately 74% of first-time participants pass this entry-level Financial Advisor exam, according to the Financial Industry Regulatory Authority (FINRA). Meanwhile, 90% of Financial Advisor Training Institute graduates pass on the first attempt.
• Series 7 licensure exam: To sell bonds, futures, individual stocks, options, and packaged securities, you need to pass the Series 7 licensure exam. Financial Advisor Training Institute graduates have a first-time pass rate of 85%, which is higher than the average first-attempt pass rate of 71%, according to FINRA.
• Series 66 licensure exam: While pass rates vary by state, Financial Advisor Training Institute graduates have an 88% first-time pass rate on the Series 66 licensure exam. Successfully passing this exam will mean you can register as a financial advisor in your home state.

4. Guaranteed Personal Financial Advisor Career

Once you complete our program curriculum for Financial Advisors and pass certification and licensure exams, we guarantee that all our graduates gain personal Financial Advisor jobs with one of our more than 50 financial brokers and dealers.

At the Financial Advisor Training Institute, you don’t have to worry about sponsorship. As a 501(c)3 public charity, the Financial Advisor Training Institute has relationships with more than 50 broker-dealers. When you join our program, we’ll connect you with a financial broker or dealer. They’ll not only sponsor you, but they’ll also offer you a job when you complete our program and pass your professional certification exams. You’ll be on your way toward a rewarding personal Financial Advisor career sooner than you think.

5. A Strong Financial Advisor Earnings Outlook

Completing the Financial Advisor Training Institute program guarantees Financial Advisor jobs for all our graduates and unlimited earning potential.

• In fact, an entry-level Financial Advisor’s income was $89,330 in 2020, according to U.S. News & World Report. For the top 25% in the field, a Financial Advisor’s earnings was more than $150,000 a year. Whether you work under a commission-based or fee-based structure — or a combination of the two — you’ll be entering a field that rewards you for your work and specialized expertise with a favorable Financial Advisor compensation package.

Is a Rewarding Career as a Financial Advisor Right For You? Get More Info…

If you’re interested in learning more about a career as a Financial Advisor and exploring whether the Financial Advisor Training Institute is right for you, fill out the form on this page to receive more information.

For immediate questions, call 313-637-6643.

*https://www.bls.gov/ooh/business-and-financial/personal-financial-advisors.htm#tab-6

**Program length when completed in normal time.