by davidosterberg1 » Thu Feb 19, 2009 2:44 am
Its possible. Wealth Advisor is a serious stretch. You're basically selling as much Insurance (Annuities) as you possible can, then a lot of mutual funds, then a few stocks and bonds. Stocks and bonds don't earn much in the way of commissions, so you will steer or advise your clients to avoid those due to the high risk. You will be taught to advise clients to load up on safe, guaranteed investments. These also happen to generate the highest commissions, and while they're not exactly safe and guaranteed by the time the client finds out you will be working somewhere else anyway.