Finance

Interview with a Financial Advisor

What do you do for a living? I am a Financial Advisor at a local finance group. How would you describe what you do? We work with individuals and business’ to create and or maintain wealth and financial independence What does a typical work week look like? This job doesn’t have a typical schedule, I [...]

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Interview with a Life Insurance Agent

What do you do for a living? Financial Representative with Northwestern Mutual Financial Network. How would you describe what you do? I meet people and  find out their financial goals on 7 issues: 1. How important is it to provide for you children’s education? 2. How important is funding a comfortable retirement? 3. How important [...]

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Interview with an Assistant Branch Bank Manager

What do you do for a living? I am an assistant branch manager for a bank. How would you describe what you do? I am an assistant to the manager but I oversee all the daily operations of the branch. That includes making the weekly schedule, I oversee all the teller daily activities and make [...]

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Interview with a CPA

What do you do for a living? I am a Certified Public Accountant How would you describe what you do? Complex, challenging, interesting, very rewarding. What does your work entail? Being a client’s confidant, prepare personal and corporate tax returns, prepare financial statements, provide litigation support to attorneys, assess and value businesses (not an investment [...]

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Interview with an Accounting Manager

What do you do for a living? I am an Accounting Manager for a privately held holding company. How would you describe what you do? I manage a team of accountants who are responsible for the financial support of the various businesses we own. This can be something simple like payables and receivables or something [...]

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Interview with a Bank Vice President

(This interview was one of two interviews conducted by our contest winner Erin Robertson) What do you do for a living? I’m a senior vice president of a bank. How would you describe what you do for a living – what all does your work entail? Primarily, my work entails making loans of all varieties [...]

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Interview with a Raymond James Financial Advisor

What do you do for a living? I invest money for people. How would you describe what you do? I create either a nest egg for retirement, or an income for them to live off of based on the investable assets that they have. And then I also give them advice in areas that I [...]

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Interview with an Edward Jones stock analyst

What do you do for a living? I’m in equity research for an investment firm, I’m an associate analyst there. How would you describe what you do? Currently, as an associate analyst, I help the more senior analysts do research on different stocks that we follow and help try and determine whether they’re stocks that [...]

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Interview with a TD Ameritrade Investment Consultant

What do you do for a living? I’m an investment consultant for TD Ameritrade. How would you describe what you do? I would say that my goal is to contact high net worth clients in regards to their investment strategies, and make sure that they’re doing everything they can as far as investment strategy goes [...]

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An interview with an Insurance Agent/Agency Owner

What do you do for a living? I own an insurance agency. How would you describe what you do? I sell personal insurance mainly; auto, home, and life insurance. It’s eighty percent sales, twenty percent management. What does your work entail? It’s pretty much sales. You have to get prospects then figure out if they’re [...]

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