Sponsored by John Hancock Financial Network (JHFN)
Financial Services Professionals (FSP) are generally those who use financial strategies, techniques, and other services to provide solutions to individuals and businesses to help them accumulate, protect and distribute wealth. For this Report, FSPs offer recommendations to their clients about financial products, including life, health, disability and long-term care insurance, as well as investment products and mutual funds that may be used to implement the solutions decided upon by clients to reach their financial goals.
FSPs must be properly trained and hold the appropriate licenses for the products and services they offer to their customers. There are a number of titles or names that an FSP might use depending upon their legal credentials, years in the business, companies and/or products they represent. These terms could include: financial consultant, financial advisor, financial representative, registered representative or financial planner.
Many FSPs work for investment brokerage firms, insurance companies or banks, offering strategies on a wide range of topics, including retirement, estate planning, insurance protection, funding for college, and general investment management options.
View the Financial Services Professionals: A rewarding profession report and find out what it's like working as financial services professional.
John Hancock Financial Network (JHFN)* is the proud sponsor of this research paper. With more than 300 registered branch offices across the United States, John Hancock Financial Network* has an unwavering commitment to supporting the entrepreneurial visions of its associates, while helping to enhance the financial security of its clients. With the John Hancock name, JHFN is part of a 140-year tradition of strength and stability, offering an array of products and services to meet its clients’ financial goals.