Interview

Host (first name only): Alyson Relationship to you: Mom

 

1. What is your job title?

Financial Advisor

 

2. What is your job description?

Helping people manage their wealth

 

3. What are the duties and/or tasks you perform at your job?

Meet with clients to discuss their financial goals, help manage their investments, create and manage their overall financial plan.

 

4. What qualifications do you need for this job in the following areas:
   1. Training?

6 month on the job training; annual required training course

1. Education?

Certifications including CSC, WME, CPH, and CFP

1. Experience?

As above

1. Skills and attributes (personal qualities)?

Good with people, ability to learn

5. What are some things you like about this job?

Helping people achieve their goals, helping to build financial literacy by educating people.

 

6. What are some things you dislike about this job?

It can be stressful when markets are going down. It can also be stressful because you have to continuously find new clients.

 

7. How do you think this job might change in the next 5-10 years (technology, etc.)?

Advances in technology will allow for more time spent building client relationships and providing more in debt advice.

 

 

Reflection

1. Give 3 reasons why you like this job (be specific):
   1. If you become good at this job, managing your own money may become less confusing
   2. You can help people have a better future
   3. Managing money is a very useful skill to have

 

2. Give 3 reasons why you might not like this job (be specific):
   1. I’m not very interested in having a math/money based career
   2. Very high responsibility due to your clients depending on you to basically keep their financial life on track
   3. I’d much rather have a design based career

 

3. Is this job for you? Why or why not?

No. I am not interested in having this as a career in the future because I don’t want to have a job based off of money and math. I’ve never been great at math in general.

 

4. How is technology and digital literacy used in this job?

Using technology you can keep track of all the money you have placed in saving accounts, investment accounts, etc.

 

5. Explain the value of your TOKW experience in relation to your ideas about your plans after high school.

This experience taught me how to plan and save/invest money for my future and retirement.

 

Image 1

Illustrator: Shruti Talekar

Published: July 14, 2021

Image from: https://pittnews.com/article/166054/opinions/opinion-investing-as-a-college-student-is-confusing-but-important-heres-how-you-can-get-started/

Image 2

Image from: https://financebuzz.com/why-saving-is-important