How would you recommend to learn more about investment management as a career?
Good Afternoon, I am a financial advisor with Merrill Lynch. There is not anything that you will read, and/or find on the internet that will make you a successful financial advisor (or investment manager) or tell you to get into the business. Think about the job as an educated sales men or a relationship manager. You will have to find your clients, but your day to day activities is to service your clients and manage the relationship. If you are good with people and easy to make people trust you, then you will be successful. You will have to learn the business and take exams, but that will never make you successful and/or keep you job. The basics are the Series 7, 63/65 or 66, life and health and your CFP. That will give you knowledge to work, but you can only use the information you have if you have clients. I have seen very smart people fail as advisors because they do not understand how to work with people and manage the relationship. For information on how and how to become a financ
