Financial Advisor Interview

Title/Position: Financial Advisor

Company: Wells Fargo

Industry: Finance

The idea of an informational interview is to gain insight into a subject you are interested in learning more about. In this case I am interviewing a Financial Advisor who works at Wells Fargo. My goal is to find out how he uses communication and what I can expect out of college. This is a potential career path for me as well and I want to find out more about the position first hand from someone who has been in the business for many years. In addition to providing useful information that I can use in the my future career, informational interviews are a great way to build rapport and network with experienced professionals. This can lead to plenty of different positive outcomes that can help with career success now and down the road.

Could you please describe the typical kinds of writing you do and tell me a bit about each?

Email is my main form of communication within the organization. I communicate with peers and upper management via email frequently. Conference calls are also a frequent form of communication if a broad audience is to be addressed.

What do you find most challenging about your day-to-day writing? What challenges do recent graduates face as they move from “academic writing” to “workplace writing”?

One thing to keep in mind is that formal types of communication, like what you do in school right now, are geared toward a high reading proficiency, and tend to be very formal. When writing clients, or even peers, you must keep in mind that they will most likely skim the message. That being said I like to keep the message simple, to the point and usually to use a friendly tone.

How would you describe the balance between written and oral communication in your workplace?

It is an even mix of both, new clients are a lot of face to face interaction at the beginning of the relationship. Peers and established clients , mainly email as it usually involves brief messages.

This interview provided me with a lot of helpful information of what I can expect in the real world. For example, it is important to keep communication simple and to the point. Most busy professionals are skimming for the most important information and making it easy for them to do so will create the best interaction possible. I also learned that it is important to be a well rounded communicator as most jobs require multiple different forms of communication. Finally, this interview provided me some key skills in networking which after my interview is something I am going to try and do more of. Overall, great experience.