Job Interview Questions & Answers for a Financial Advisor, Career Trend, questions for financial advisor.#Questions #for #financial #advisor


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Job Interview Questions & Answers for a Financial Advisor

Questions for financial advisor

Financial advisors help clients organize, evaluate and prepare for their financial future. They might prepare stock options, make investments on behalf of clients or educate customers on financial opportunities. When interviewing for a job as a financial advisor, prepare to answer questions about your credentials, investment experience and effectiveness with clients. The hiring manager might also ask about your marketing abilities, familiarity with tax laws and experience with insurance agencies.

Licenses and Certifications

Financial advisors can expect interview questions about their licenses and certifications. The hiring manager might ask, “Do you have any licenses to buy or sell stocks, insurance policies or bonds?” or “Are you a Certified Financial Planner?” According to the U.S. Bureau of Labor Statistics, certified financial planners must have a bachelor’s degree, a minimum of 3 years of work experience in the field, pass an exam and agree to a code of ethics. When answering questions about your credentials, be specific and list each type of license or certification by name. The interviewer might ask to see your credentials or request that you send or email copies to her.

Experience in the Industry

The hiring manager might ask, “How long have you worked as a financial advisor?” or “How long have you worked in this industry?” According to expert financial advisor Ric Edelman, many stockbrokers, insurance agents and investment advisors have recently made career moves into the industry, so gray hair isn’t necessarily a sign of experience. When answering, list previous jobs you’ve held and your official job titles. Even though the information is outlined on your resume, it helps to briefly explain your experience and previous roles. If you’re a recent graduate, discuss your degree, academic internships and job-relevant work experiences. The hiring manager might also ask for a list of personal or work references.

People Skills

Expect interview questions about your interpersonal strengths and people skills. Financial advisors meet with clients, solicit new business and market products and services, so job candidates must effectively interact with clients and potential customers. The interviewer might ask, “What are your communication strengths when dealing with customers?” or “How do you explain financial options to clients so they understand complex financial terms?” You don’t have to be a Chatty Cathy, but employers want assurance that you’ll connect with clients and be able to educate them and gain their trust.

Career Development

Due to ever-changing tax laws, economic fluctuations and dynamic investment opportunities, financial advisors must stay current on IRS publications, investment laws and financial opportunities. For example, insurance policies, certain types of investments and tax liabilities vary according to a client’s age, marital status and income level. The hiring manager might ask, “How do you stay current on financial trends and laws concerning investments?” or “What type of research do you do to ensure your advice supports tax laws and investment requirements?” When answering, list specific publications you read, continuing education courses you’ve taken and training seminars you regularly attend.


Mayflower Park – Downtown Seattle Hotel – Washington StateMayflower Park Hotel #mayflower #park, #seattle #hotel, #mayflower, #historic #hotels #seattle, #historic #hotels #wa, #historic #hotels #king #county, #luxury #hoptyels, #elegant #hotels #seattle, #best #hotesl #wa, #one #of #a #kind #hotels, #esquisite #hotels, #classic #mayflower #park, #downtown #seattle #hotels, #interesting #hotels #seattle, #hotels #with #antiques, #historic #hotels #of #america, #trip #advisor #hotels


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Celebrating 90 Years!

Sunny Side Up Package

Celebrating 90 Years!

Sunny Side Up Package

Quite Simply, One of a Kind ™

Mayflower Park Downtown Seattle Hotel

Mayflower Park downtown Seattle Hotel Welcome to the historic Mayflower Park Hotel. Ideally located in thriving downtown Seattle, the Mayflower Park is in the heart of the city. Built in 1927, the classic Mayflower Park Hotel has been lovingly restored with crystal chandeliers, gleaming brass and period antiques that offer an inviting European elegance to this historic Seattle hotel. The building’s facade—complete with ornate terra cotta detailing—evokes a sense of history the minute the building meets your gaze.

What Makes Our Hotel So Unique?

M ayflower P ark H otel

405 Olive Way
Seattle, WA 98101

2017 Mayflower Park Hotel. All Rights Reserved. Contact Us. Privacy Policy


The Automotive Advisor – Your Personal Auto Shopper #auto #incentives


#auto shopper
#

The Automotive Advisor LLC

When you want the car, not the hassle.

Shopping for your next car can be a very confusing and even intimidating task. Manufacturers boast they have the best vehicles and dealerships claim they have the best deals. Once you have narrowed the choices down, you still have to spend hours waiting at one or multiple dealerships. Maybe you will get a salesperson you are comfortable with, maybe you wont.

Wouldn’t it be nice to have someone you could call that worked with your best interest in mind? Someone that did not represent a particular brand; but instead, a brand of service that makes getting your next car enjoyable. It was for that reason; The Automotive Advisor opened its doors and started helping people in Columbia and elsewhere in January of 2000.

Locally owned and operated, The Automotive Advisor is a full service automotive shopping company that specializes in representing you during your entire purchase or lease. We advise you as to the reliability, safety and resale value of late model and new vehicles.

Are you in the market for a new or pre-owned vehicle for you, your family or your business? Let The Automotive Advisor help you and see why most of our new business comes through referrals of our satisfied customers.

Copyright 2001-2008 C3 Creative. All Rights Reserved.


Mercer Advisors #retirement #calculator, #financial #planning, #investment, #investment #banking, #financial #management, #personal #finance, #financial #management, #financial #accounting, #financial #advisor, #financial #planning, #investments, #retirement #planning, #wealth #management, #budget #planner, #financial #planner, #certified #financial #planner, #investment #management, #financial #manager, #investment #jobs, #financial #advisers


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Press Releases / News

Mercer Adds Sixth RIA in 13 Months, Nears $10B Mark, February 14, 2017
Mercer Advisors Continues Its National Expansion, Acquires Pegasus Advisors, Press Release, November 2, 2016
Mercer Advisors and Kanaly Trust Merge to Create One of the Largest Independent Wealth Managers in the United States, Press Release, March 28, 2016
Mercer Advisors Expands Footprint, Acquires Spruce Hill Capital, Press Release, November 12, 2015
Mercer Advisors Names Loren Pierson as Firm President, Press Release, July 21, 2015
Mercer Advisors Announces New Chief Investment Officer, Press Release, July 21, 2015
Mercer Advisors Surpasses $6 Billion in Client Assets Under Management, Press Release, June 15, 2015
Mercer Advisors Launches Groundbreaking Client Appreciation Initiative, Press Release, June 1, 2015

Rankings

Wealth Management

Top 100 RIAs – #15, November 10, 2015

Top 100 Wealth Managers – #19, May 1, 2015

PLEASE NOTE: Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh McLennan Companies.

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. All legal advice, services, and document creation are provided through Advanced Services Law Group. Mercer Advisors is not a law firm and does not provide legal advice or services. ©2016 Mercer Advisors. All Rights Reserved. | Powered by Mercer Advisors


MWTRX: Metropolitan West Total Return Bond M #401k, #401k #plan, #ira, #mutual #funds, #etfs #brokerage, #retirement #calculator, #retirement, #financial #advisor, #401k #advisor, #401k #planner, #financial #planner, #personal #finance, #american #funds #retirement, #tactical #asset #allocation, #strategic #asset #allocation


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MWTRX: Metropolitan West Total Return Bond M (MUTUAL FUND)

Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including but not limited strategies, portfolios, articles, performance data and results of any tools.

The website is not operated by a broker, a dealer, a registered financial planner or a registered investment adviser.

Investment strategies, results and any other information presented on the website are for education and research purpose only. They do not represent financial planning and investment advice. MyPlanIQ does not provide tax or legal advice. They are generic in nature and do not take into account your detailed and complete personal financial facts and needs. You alone are responsible for evaluating the information provided and to decide which securities and strategies are suitable for your own financial risk profile and expectations.

Information provided by the website could be time-sensitive and out of date. There is no guarantee for accuracy and completeness for the contents on the website. Contents are subject to change without notice.

All rights are reserved and enforced. By accessing the website, you agree not to copy and redistribute the information provided herein without the explicit consent from MyPlanIQ.

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Become a Registered Investment Advisor (RIA) #investment #advisor #software


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Advisor Services

Next Previous Did you mean: You can also try: Search is temporarily unavailable. Please try again later. We were unable to find a result that matches your request.
Please check your spelling or try using different search terms.
If you can’t find what you’re looking for, or have any additional questions or advice needs, please call one of our Investment Consultants at +1-415-667-8400.

Next Previous Did you mean: You can also try: Search is temporarily unavailable. Please try again later. We were unable to find a result that matches your request.
Please check your spelling or try using different search terms.
If you can’t find what you’re looking for, or have any additional questions or advice needs, please call one of our Investment Consultants at +1-415-667-8400.

Services for registered investment advisors

Connect with Schwab

LinkedIn is not affiliated with Charles Schwab and Co. Inc.

The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for information purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience.

Schwab does not provide investment planning, legal, regulatory, tax or compliance advice. Consult professionals in these fields to address your specific circumstances.

For informational purposes only. Third party trademarks are the property of their respective owners and used with permission. Third party firms and their employees are not affiliated with or an employee of Schwab.

Information included on this site is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success.

2017 Charles Schwab Co. Inc. (“Schwab”) All rights reserved. Member SIPC. Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab. (0716-HS84)


Best Used Car Web Sites – Recommendations – Used Car Advisor #auto #seat #cushions


#used car sites
#

Best Used Car Web Sites Recommendations

Best Places to Find Used Cars Online

Online used car web sites fall into three categories: 1) Non-dealer sites that sell cars listed by private sellers, 2) sites that only sell dealer cars, or 3) those that sell cars listed by both.

Actually, many of the so-called non-dealer sites actually have dealer cars, thinly disguised as private-seller cars.

Web sites with Cars from Private-Party Individual Sellers

There are hundreds, if not thousands, of classified-ad web sites that advertise used cars for sale by individuals. Here are reviews of some of the most popular sites:

Craigslist.com is one of the best known of all independent national classified-ad sites. They list ads for automobiles and thousands of other types of goods and services. It s free to sellers and buyers. You can search for cars in most major city areas in the U.S. and around the world. Craigslist is a very basic web site with no bells and whistles and does not offer any help with researching cars, researching prices, nor does it have any kind of buyer protection plan. In fact, scams by fraudulent sellers are very common on this site (see Car Seller Scam ) and unless you can find a car being sold locally, you should take extreme caution when buying on this web site.

AutoTrader.com is a popular used car web site and is an online version of the free magazine found in supermarkets and auto parts stores. Although they have thousands of cars, their emphasis is primarily on new cars, and dealer cars. Sellers must pay a fee. It s a little cluttered and difficult to navigate through all the ads and levels if you only want to see cars from private sellers. They have some basic research tools. Carfax reports are offered but are not free. Watch out for the possibility of scams as described in our article Car Seller Scam . The site provides no buyer protection.

eBay Motors is a very popular site for buying and selling cars. The site is very large and can sometimes be overwhelming. Although the majority of its cars are from dealers, you can choose to only see those from private sellers. Most are sold through the eBay auction process, many have a minimum hidden reserve price, and some as sold with a buy now set price. If you participate in a car auction, understand that you are buying a car without being able to see it, inspect it, or drive it. The site doesn t have a pricing guide, so you are on your own to check market values and make sure you don t overpay. If it s long distance, you may have to pay for shipping. eBay has some good buyer protection features — some are free, some you must pay for. AutoCheck® vehicle history reports are offered but are not free.

Other car sites There are many other web sites that list used cars for sale. Enthusiast sites for particular car makes/models often have a for sale section for members. Local newspapers frequently have web sites that contain used-car classified ads. Small towns sometimes have web sites with local ads. Google can help you find local dealers if you include the name of your city in the search. Communities and large neighborhoods can have web sites on which members and guests can post car ads. Hemmings.com lists classic and collector cars.

Web Sites with Cars from Dealers

Although there are hundreds of web sites that sell dealer-owned used cars, only a few stand out.

UsedCars.com  UsedCars.com  is the top used car web site with already-discounted cars from dealers around the country. They have been online since 1994 and have the largest inventory of cars. Most of their cars are priced below KBB (Kelley Blue Book) value. You can even check the KBB value right on the site. They show you their Best Value cars for each market. And you get a free CarFax report on every car — something that no other used car web site provides. You can also get an instant look at dealers inventories of used cars — a great feature that few other sites provide. The site has plenty of research tools and is easy to navigate to find what you want. If you find a car you like, you can make your deal online. We highly recommend this site.

Dealer sites Most larger used-car dealers have web sites of their own. This includes new-car dealers who have used-car lots as well as independent used car dealers. They often list a complete inventory of available cars and show promotional specials with prices. Find dealer web sites in your area by searching online. Many dealers advertise in local newspapers and list the web site address in the ads. Others can be found in free auto trader magazines found in supermarkets and auto parts stores.

Other web sites There are literally hundreds of other web sites that primarily list used cars being sold by dealers. Some of the best known are Edmunds.com. Cars.com. Automotive.com , and CarsDirect.com. Most of these sites are similar to each other, generally have some good research features, offer no special pricing, but can be otherwise helpful in searching for dealer cars in your area.

New-Car Web Sites

Although this article is about used cars, if you are looking for a late model used car, don t automatically assume you ll pay less than for a brand new car.

With all the discounts, rebates, cash-back, low interest deals now being offered by desperate new-car manufacturers, it s very possible to get a better deal on a brand new car than on a late model used car of the same make and model.

It sounds crazy, but it s true. You owe it to yourself to make the comparison before you make your decision. See Best Car Deals for the latest manufacturer-sponsored new-car incentives and deals.

You can get free discounted price quotes from Edmunds.com

and TrueCar.com for any new-car make and model. Get multiple quotes and compare. You are not obligated to accept any of the quotes.


The Automotive Advisor – Your Personal Auto Shopper #auto #loans #for #bad #credit


#auto shopper
#

The Automotive Advisor LLC

When you want the car, not the hassle.

Shopping for your next car can be a very confusing and even intimidating task. Manufacturers boast they have the best vehicles and dealerships claim they have the best deals. Once you have narrowed the choices down, you still have to spend hours waiting at one or multiple dealerships. Maybe you will get a salesperson you are comfortable with, maybe you wont.

Wouldn’t it be nice to have someone you could call that worked with your best interest in mind? Someone that did not represent a particular brand; but instead, a brand of service that makes getting your next car enjoyable. It was for that reason; The Automotive Advisor opened its doors and started helping people in Columbia and elsewhere in January of 2000.

Locally owned and operated, The Automotive Advisor is a full service automotive shopping company that specializes in representing you during your entire purchase or lease. We advise you as to the reliability, safety and resale value of late model and new vehicles.

Are you in the market for a new or pre-owned vehicle for you, your family or your business? Let The Automotive Advisor help you and see why most of our new business comes through referrals of our satisfied customers.

Copyright 2001-2008 C3 Creative. All Rights Reserved.


Best Used Car Web Sites – Recommendations – Used Car Advisor #auto #truck #trader


#used car sites
#

Best Used Car Web Sites Recommendations

Best Places to Find Used Cars Online

Online used car web sites fall into three categories: 1) Non-dealer sites that sell cars listed by private sellers, 2) sites that only sell dealer cars, or 3) those that sell cars listed by both.

Actually, many of the so-called non-dealer sites actually have dealer cars, thinly disguised as private-seller cars.

Web sites with Cars from Private-Party Individual Sellers

There are hundreds, if not thousands, of classified-ad web sites that advertise used cars for sale by individuals. Here are reviews of some of the most popular sites:

Craigslist.com is one of the best known of all independent national classified-ad sites. They list ads for automobiles and thousands of other types of goods and services. It s free to sellers and buyers. You can search for cars in most major city areas in the U.S. and around the world. Craigslist is a very basic web site with no bells and whistles and does not offer any help with researching cars, researching prices, nor does it have any kind of buyer protection plan. In fact, scams by fraudulent sellers are very common on this site (see Car Seller Scam ) and unless you can find a car being sold locally, you should take extreme caution when buying on this web site.

AutoTrader.com is a popular used car web site and is an online version of the free magazine found in supermarkets and auto parts stores. Although they have thousands of cars, their emphasis is primarily on new cars, and dealer cars. Sellers must pay a fee. It s a little cluttered and difficult to navigate through all the ads and levels if you only want to see cars from private sellers. They have some basic research tools. Carfax reports are offered but are not free. Watch out for the possibility of scams as described in our article Car Seller Scam . The site provides no buyer protection.

eBay Motors is a very popular site for buying and selling cars. The site is very large and can sometimes be overwhelming. Although the majority of its cars are from dealers, you can choose to only see those from private sellers. Most are sold through the eBay auction process, many have a minimum hidden reserve price, and some as sold with a buy now set price. If you participate in a car auction, understand that you are buying a car without being able to see it, inspect it, or drive it. The site doesn t have a pricing guide, so you are on your own to check market values and make sure you don t overpay. If it s long distance, you may have to pay for shipping. eBay has some good buyer protection features — some are free, some you must pay for. AutoCheck® vehicle history reports are offered but are not free.

Other car sites There are many other web sites that list used cars for sale. Enthusiast sites for particular car makes/models often have a for sale section for members. Local newspapers frequently have web sites that contain used-car classified ads. Small towns sometimes have web sites with local ads. Google can help you find local dealers if you include the name of your city in the search. Communities and large neighborhoods can have web sites on which members and guests can post car ads. Hemmings.com lists classic and collector cars.

Web Sites with Cars from Dealers

Although there are hundreds of web sites that sell dealer-owned used cars, only a few stand out.

UsedCars.com  UsedCars.com  is the top used car web site with already-discounted cars from dealers around the country. They have been online since 1994 and have the largest inventory of cars. Most of their cars are priced below KBB (Kelley Blue Book) value. You can even check the KBB value right on the site. They show you their Best Value cars for each market. And you get a free CarFax report on every car — something that no other used car web site provides. You can also get an instant look at dealers inventories of used cars — a great feature that few other sites provide. The site has plenty of research tools and is easy to navigate to find what you want. If you find a car you like, you can make your deal online. We highly recommend this site.

Dealer sites Most larger used-car dealers have web sites of their own. This includes new-car dealers who have used-car lots as well as independent used car dealers. They often list a complete inventory of available cars and show promotional specials with prices. Find dealer web sites in your area by searching online. Many dealers advertise in local newspapers and list the web site address in the ads. Others can be found in free auto trader magazines found in supermarkets and auto parts stores.

Other web sites There are literally hundreds of other web sites that primarily list used cars being sold by dealers. Some of the best known are Edmunds.com. Cars.com. Automotive.com , and CarsDirect.com. Most of these sites are similar to each other, generally have some good research features, offer no special pricing, but can be otherwise helpful in searching for dealer cars in your area.

New-Car Web Sites

Although this article is about used cars, if you are looking for a late model used car, don t automatically assume you ll pay less than for a brand new car.

With all the discounts, rebates, cash-back, low interest deals now being offered by desperate new-car manufacturers, it s very possible to get a better deal on a brand new car than on a late model used car of the same make and model.

It sounds crazy, but it s true. You owe it to yourself to make the comparison before you make your decision. See Best Car Deals for the latest manufacturer-sponsored new-car incentives and deals.

You can get free discounted price quotes from Edmunds.com

and TrueCar.com for any new-car make and model. Get multiple quotes and compare. You are not obligated to accept any of the quotes.


The Automotive Advisor – Your Personal Auto Shopper #auto #tech


#auto shopper
#

The Automotive Advisor LLC

When you want the car, not the hassle.

Shopping for your next car can be a very confusing and even intimidating task. Manufacturers boast they have the best vehicles and dealerships claim they have the best deals. Once you have narrowed the choices down, you still have to spend hours waiting at one or multiple dealerships. Maybe you will get a salesperson you are comfortable with, maybe you wont.

Wouldn’t it be nice to have someone you could call that worked with your best interest in mind? Someone that did not represent a particular brand; but instead, a brand of service that makes getting your next car enjoyable. It was for that reason; The Automotive Advisor opened its doors and started helping people in Columbia and elsewhere in January of 2000.

Locally owned and operated, The Automotive Advisor is a full service automotive shopping company that specializes in representing you during your entire purchase or lease. We advise you as to the reliability, safety and resale value of late model and new vehicles.

Are you in the market for a new or pre-owned vehicle for you, your family or your business? Let The Automotive Advisor help you and see why most of our new business comes through referrals of our satisfied customers.

Copyright 2001-2008 C3 Creative. All Rights Reserved.