To be read with conjunction to “What Does a Financial Adviser do?”

KeyNow that you know the career path and roles of financial advisers, how would you like a crystal ball that looks a little into the future and let you see how you are faring as a financial adviser or even how you are enjoying your career?

Knowing your personality and career profile can help you avoid getting in a career you are not suited to and also look out for potential pitfalls in the future.

Personality and Career Profiling tools have been around for decades to help businesses recruit and train their workforce. While there are no best profiles, there are certainly profiles that are more suitable and certain types that are usually ill-suited as a Financial Adviser.

Personality Profiling Tools

There are a number of personality profiling tools available, of which the DISC profiling tool and the Myer Briggs Type Indicator are some of the most popular.

DISC is an acronym that includes the four elements of “Dominance”, “Influence”, “Steadiness” and “Conscientiousness”. In my experience, people with high “S” and “C”, with low “D” and “I” are the least suitable as a financial adviser. Advisers with a high “D” and “I” have the highest success rate, especially if they develop a passion for this business. Those with a high “I” and high “S” or high “C” need to be careful, as they have ideas, and are people oriented, but may be easily shaken by the constant challenges of this career.

The Myer Briggs Indicator tests your preferred choices in handling work situations. It classifies personality groups by examining four opposite characteristics of personality traits. Extroversion (E) vs Introversion (I), Sensing (S) vs Intuition (N), Thinking (T) vs Feeling (F) and Judging (J) vs Perceiving (P).

Most suitable type of personality are the ENFJ, ISFP, INTJ, ESTP, ENTJ, ESFP, ENTP not in any particular order.

Career Profiling Tools

While personality tests evaluate the matching of behavior, and attitudes in work situations, career profiling tools like the Harrison Assessment looks at how you’ll be enjoying your career and consequently how well you will perform. Based on the Enjoyment-Performance Theory, it states that an individual will perform more effectively in a job if that individual enjoys the types of tasks that are required by a job, has interests that relate to the position, and the work environment conditions correspond with the person’s work environment preferences.

It assigns a suitability score based on your task preference, interest, preferred work environment, interpersonal skills motivation, decision-making style and Leadership. When matched with the career choice, it can also give you an insight about the challenges you will face especially if there is a mis-match.

See a sample Harrison Assessment Report. Purchase a Harrison Assessment Report online.

Once you have assessed your suitability as a Financial Adviser, the nest step is to select which companies to send your resumes to.

Please read “What’s the Competition Landscape in Financial Services?” before going on to the next article where you’ll find “5 Tips to Choose the Right Financial Advisory Company”.



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