No joke, I read this while doing research for our upcoming lesson on career exploration within the personal finance unit. The employer is clearly not interested in a candidate’s financial credentials:

“The ideal candidate will have at least 3 years of sales/work experience. We are also open to those changing careers or existing advisors interested in changing firms.


People skills

Computer literacy

Self-starter work ethic

Bachelor’s Degree in Business-related Field


Medical, Dental, 401k, etc.”

Well, at least they don’t force them into a crappy 403b plan…

And here’s another ad seeking financial advisors. (They hire continuously since there’s a high turnover rate.)

Preferred Qualifications

  • No financial background or knowledge is required however, a bachelor’s degree and some sales experience is preferred
  • Strong interpersonal skills and networking skills
  • Self-motivation, drive and a desire to help others”

Don’t get me wrong. I know and respect many financial advisors who bring value to many clients and help educate while collaborating with them about their future. They are patient teachers, explaining plan details every step of the way. But they are not likely the ones who will be a good fit at these two major employers.

Help wanted – Financial Advisors

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