As an American Express financial advisor, you will help individuals identify their financial needs and objectives, and then recommend plans and products to help achieve goals. Clients’ goals may be saving for a child’s education or a major purchase; planning for retirement; reducing taxes; protecting income in the event of death of disability; or estate planning. As a financial advisor, you can help with all these needs. To do so, you will need to pass exams for federal and state licenses or registration for securities, insurance and financial services, as appropriate.
To be successful, you must actively market to locate prospective clients; meet with clients to understand their needs and help identify financial goals; analyze data and develop proposals; present recommendations and secure business through consultative selling skills; and follow-up with excellent client service.
