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Career compatibility

Is a career as a financial advisor right for you?

 

Many factors can determine your success as a financial advisor, but this career isn't for everyone. Ideal candidates are disciplined, self-motivated professionals who have an interest in the financial services industry and a desire to help clients work toward a better financial future. Our quiz will help you determine if a career as a financial advisor is right for you.

I find it easy and enjoyable to meet new people.
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I enlist others to get the job done. I don't wait for others to volunteer to help.
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I'm willing to invest a great deal of time and effort in something if I'm confident it will pay off later.
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I am comfortable getting people to share personal information.
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I thrive when there's a direct correlation between my work and my income. I'm comfortable with fluctuations in my compensation.
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I don't need instant gratification. If something is important to me, I will work at it persistently.
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I want to be my own boss and someday run my own business.
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I am self-motivated and driven to succeed.
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I feel confident interpreting and analyzing data to make informed decisions.
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It's time for a change.
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I have achieved professional success and am looking for a new direction for my future.
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I like to work independently as well as within a team.
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I am comfortable in a job where my earnings vary with my performance.
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I want to be an employee of a firm.
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I possess an entrepreneurial spirit and strong work ethic.
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I like to work on a team.
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I conduct business with the utmost honesty and integrity.
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I am very involved with my community.
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I want to be an employee of a branch office.
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I currently hold my Series 7 and 66.
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Please select an option for each question above.

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