Supporting Clients as a Financial Advisor with Jerry Windle
Jerry Windle discusses his career as both a Financial Advisor and an Entrepreneur, and the value of relationships in building his business.
Upon completion of this activity, students will have explored the role of financial advisors and reflected on the importance of relationship building for their future careers.
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Posted: Feb 03, 2025
Speaker Stats
Career Cluster:
Finance
Pathway:
Securities & Investments
Related Occupation:
Personal Financial Advisors
Education Standards
Career Ready Practices: CRP-8
Utilize critical thinking to make sense of problems and persevere in solving them.