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FINANCIAL ADVISOR: Helping Individuals & Corporations With Their Finances

About this video 

This interviewee from LA moved to Boston to study finance. He works as a financial advisor at Morgan Stanley, helping individuals and corporations with their finances.

Degree: Finance and Financial Management Services
Job Title: Financial Advisor
Employer: Morgan Stanley

Job Summary: Financial Analysts

Job Description

Financial analysts provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.

On-the-Job Training

None

Additional Info

Certification is often recommended by employers and can improve the chances for advancement. An example is the Chartered Financial Analyst certification from the CFA Institute, which financial analysts can get if they have a bachelor's degree, 4 years of experience, and pass three exams. Financial analysts can also become certified in their field of specialt

Certification Requirement
Recommended by the Chartered Financial Analyst.

Quick Facts

Average salary
Average salary
National Statistic Change Location
Confirm
$45,000 - $145,000
Projected job growth
Projected Job Growth
20 to 30 percent
Typical schedule
Typical schedule
Full-time
Typical workplace
Typical workplace
Office, Outdoor, Indoor, Military, Home
Personal qualities
Personal Qualities
Detail oriented, Analytical skills, Written communication skills, Verbal communication skills, Technical skills, Mathematical skills

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P3.instances[0].transcript.parse_transcript_data({"transcript":"<p><span m='890'>Just tell me a</span> <span m='990'>little</span> <span m='1240'>bit</span> <span m='1340'>about</span> <span m='1560'>what</span> <span m='1720'>you do.</span> </p><p><span m='2340'>Sure.</span> <span m='2700'>So</span> <span m='2780'>my</span> <span m='3205'>name's</span> <span m='3630'>Adrian Wong.</span> <span m='4350'>I'm a</span> <span m='4600'>financial</span> <span m='4840'>advisor</span> <span m='5270'>at</span> <span m='5430'>Morgan-Stanley.</span> <span m='6720'>And</span> <span m='7110'>what</span> <span m='7220'>I</span> <span m='7290'>do</span> <span m='7570'>is,</span> <span m='7920'>I</span> <span m='8340'>work</span> <span m='8600'>with</span> <span m='8950'>a lot</span> <span m='9390'>of</span> <span m='9460'>individuals</span> <span m='9800'>and</span> <span m='9950'>corporations</span> <span m='10780'>in</span> <span m='10900'>helping</span> <span m='11300'>them</span> <span m='11520'>with</span> <span m='11780'>their</span> <span m='11890'>financial</span> <span m='12420'>goals</span> <span m='12730'>and</span> <span m='13192'>investment</span> <span m='13654'>opportunities.</span> </p><p><span m='15040'>And</span> <span m='15380'>what</span> <span m='15640'>was</span> <span m='15780'>your</span> <span m='15970'>educational</span> <span m='16385'>and</span> <span m='16800'>career</span> <span m='17040'>path?</span> </p><p></p><p><span m='17750'>My</span> <span m='17890'>educational</span> <span m='18470'>career</span> <span m='18720'>path</span> <span m='19020'>was</span> <span m='19690'>I</span> <span m='19760'>went</span> <span m='20015'>to--</span> <span m='20270'>I'm</span> <span m='20480'>from</span> <span m='20740'>LA,</span> <span m='20960'>and</span> <span m='21180'>I</span> <span m='21640'>came out to</span> <span m='22100'>Boston</span> <span m='22450'>to</span> <span m='22705'>go</span> <span m='22960'>to a</span> <span m='23030'>smaller,</span> <span m='23335'>boutique</span> <span m='24000'>private</span> <span m='24410'>business</span> <span m='24685'>school,</span> <span m='24960'>called</span> <span m='25436'>Bentley</span> <span m='25912'>University.</span> <span m='26388'>And</span> <span m='26864'>I majored in</span> <span m='27340'>finance.</span> </p><p><span m='28770'>And</span> <span m='29090'>what</span> <span m='29340'>do you</span> <span m='29510'>wish</span> <span m='29720'>you</span> <span m='29800'>knew</span> <span m='30270'>when</span> <span m='30350'>you</span> <span m='30460'>started</span> <span m='30770'>your career,</span> <span m='30910'>that</span> <span m='31280'>you know</span> <span m='31390'>now?</span> </p><p><span m='32970'>What</span> <span m='33180'>I</span> <span m='33290'>really</span> <span m='33800'>wish</span> <span m='34100'>I</span> <span m='34600'>would do</span> <span m='35100'>was,</span> <span m='35600'>if</span> <span m='35790'>I</span> <span m='35920'>knew then</span> <span m='36185'>in the business</span> <span m='36450'>world</span> <span m='36790'>you need</span> <span m='37100'>to</span> <span m='37480'>understand</span> <span m='37900'>to build</span> <span m='38320'>relationships</span> <span m='38745'>with</span> <span m='39170'>other</span> <span m='39563'>people,</span> <span m='40350'>and</span> <span m='40850'>to</span> <span m='41155'>really</span> <span m='41460'>get</span> <span m='41540'>to</span> <span m='42530'>network</span> <span m='43060'>your</span> <span m='43160'>way</span> <span m='43350'>around</span> <span m='43710'>and</span> <span m='44070'>know</span> <span m='44360'>who</span> <span m='44920'>you</span> <span m='45150'>know and</span> <span m='45420'>how</span> <span m='45610'>the</span> <span m='46120'>can</span> <span m='46420'>help</span> <span m='46710'>you.</span> <span m='47000'>If I</span> <span m='47130'>knew</span> <span m='47270'>that</span> <span m='47470'>in</span> <span m='47560'>high</span> <span m='47750'>school</span> <span m='48200'>and</span> <span m='48300'>college,</span> <span m='48695'>it would have</span> <span m='49090'>made</span> <span m='49320'>my</span> <span m='49690'>life</span> <span m='49990'>and</span> <span m='50290'>the</span> <span m='50590'>career business</span> <span m='50890'>world</span> <span m='51190'>much</span> <span m='51490'>more</span> </p>","file":{"id":195431,"video_id":"2705705055001","name":"58652146","duration":53033,"thumbnail_url":null}});