A financial advisor helps individuals manage their finances. They conduct client meetings to learn about their monetary goals, analyze their current financial situation, offer suggestions based on their findings, and create a personalized plan that aligns with their objectives. Financial advisors typically work in an office environment at insurance companies, investment firms, financial planning agencies, or other financial services settings.
Personality types of a Associate Financial Advisor
Each letter of DISC represents polar personality types with correlating behaviors and characteristics. Learn more about their strengths and weaknesses, how they communicate, and more.
Behavioral Qualities for a Associate Financial Advisor
Behavioral qualities make people naturally act in a certain way. Utilize people’s natural behaviors and strengths at work.
- Determined. Willful in achieving objectives.
- Persuasive. Able to convince others.
- Flexible. Open to different ways of trying things.
- Easy-going. Informal, not tense or strict.
Motivators for a Associate Financial Advisor
Motivators are values that drive people. To retain passionate employees, place people in a role that utilizes their values.
- Political: A drive for authority, to take command. To tend to the political drive, give them opportunities to network and grow their career as a financial advisor.
- Individualistic: A drive to be independent, unique and free. To tend to the individualistic drive, allow them to counsel clients in their own way, using their unique talents and creativity.
- Economic: A utilitarian drive for results and maximal returns. To tend to the economic drive, reward them with incentives for meeting goals, and be sure to explain how each goal relates to the bottom line.
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