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Financial services professionals include financial advisors, investment advisors, and insurance agents. They inquire into the client's financial needs and goals, provide financial guidance, and provide products and services related to investing, insurance, retirement, and more.
Pass the Securities Industry Essentials (SIE) exam, Valid Series 6 and Series 63 licenses OR Valid Series 7 and Series 66 licenses, Transition to Trainer
* Wisconsin Long Term Occupation Employment Projections, 2016-2026 (Statewide). Office of Economic Advisors, WI Department of Workforce Development, December 2018. & US Bureau of Labor Statistics: Occupational Employment Statistics, estimates May 2017. Reports can be viewed on DWD's premiere source for Labor Market Information, WisConomy.com.
* * Average (mean) annual salary earned by the upper two-thirds of all workers in the selected location, occupation, and industry. Actual salaries will vary by employer and other factors.