Consumer Finance Analyst
Columbus, OH · On-site
$65K - $70K/yr
Columbus, OH · On-site
$65K - $70K/yr
Columbus, OH · On-site
$17.31/hr
Columbus, OH · On-site +1
Columbus, OH · Hybrid
$120K - $150K/yr
Columbus, OH · On-site
$115K - $207K/yr
Powell, OH · On-site
$80K - $100K/yr
Powell, OH · On-site
$80K - $100K/yr
Dublin, OH · On-site +1
The qualifications you need to become a virtual financial advisor include a degree or equivalent experience and relevant certifications. Most financial advisors have a bachelor's degree in business, finance, accounting, or other related fields. If you sell securities, you need to obtain certification from the Financial Industry Regulatory Authorities (FINRA) by passing the Series 7 and Series 63 exams. Many start their financial advisor careers with an internship at a finance company to learn about different investment strategies and how to analyze a client's finances in order to make suggestions to meet their needs. Professional certification is not required, but earning certification such as Certified Financial Planner (CFP) or Personal Financial Specialist (PFS) may make you more competitive in the job market. You may choose to work for a financial firm or become an independent contractor.
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