To find a financial adviser, first decide what type of adviser you need, research potential candidates online and by asking friends, and select an adviser who meets your needs. Before hiring the adviser, discuss how she gets paid and what you want from her.Know More
Decide whether you're looking for an adviser to create a financial plan for you to follow, an accountant for tax issues, a professional to review your retirement portfolio or an adviser to fill some other need. Use this information to talk with friends, family and other trusted referral sources to create a list of potential advisers.
Research the potential candidates, and find out what their specialties are. If any candidate has a specialty that isn't what you're seeking, remove her from the list. Set up an interview with the remaining potential candidates. Explain what you're looking for to each candidate, and have her explain how she can help you achieve your goals.
Select a financial adviser that meets your needs and seems trustworthy. Discuss the adviser's payment requirements upfront. Most financial advisers work on a commission basis, but others require a flat fee or charge fees based on assets. Once the details are finalized, you can start working together.
You can download a blank personal financial statement on the official U.S. Small Business Administration website. The form is available for saving or printing in PDF format.Full Answer >
To set up a trust fund, individuals should contact a financial adviser at a bank or investment firm, determine the guidelines and specifications of the trust, and deposit assets into the account. A trustee removal clause can be filed as a provision of the trust fund.Full Answer >
In order to become a financial advisor, obtain a bachelor’s degree. Conduct extensive networking in order to find an established practitioner willing to train an apprentice. Attract the sponsorship of a registered firm, and pass the Series 7 securities exam.Full Answer >
As of 2012, the median salary of a financial adviser was $67,520 per year. Salaries for financial advisers vary widely depending on location and the experience of the individual in question.Full Answer >