Career Compatibility

Michelle Dockter, CFP®, ChFC®, APMA®

Financial Advisor

Career Compatibility

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Please answer "Yes" or "No" to the unanswered questions.

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.

I enlist others to get the job done. I don't wait for others to volunteer to help.

I'm willing to invest a great deal of time and effort in something if I'm confident it will pay off later.

I am comfortable getting people to share personal information.

I thrive when there's a direct correlation between my work and my income. I'm comfortable with fluctuations in my compensation.

I don't need instant gratification. If something is important to me, I will work at it persistently.

I want to be my own boss and someday run my own business.

I am self-motivated and driven to succeed.

I feel confident interpreting and analyzing data to make informed decisions.

It's time for a change.

I have achieved professional success and am looking for a new direction for my future.

I like to work independently as well as within a team.

I am comfortable in a job where my earnings vary with my performance.

I want to be an employee of a firm.

I possess an entrepreneurial spirit and strong work ethic.

I like to work on a team.

I conduct business with the utmost honesty and integrity.

I am very involved with my community.

I want to be an employee of a branch office.

I currently hold my Series 7 and 66.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.