Comments on: How to Find Financial Planning Jobs – Ideas from a 25-Year Veteran http://wealthpilgrim.com/financial-planning-jobs/ WealthPilgrim.com -No Money Worries. No Matter What. Mon, 21 May 2012 14:36:39 +0000 hourly 1 http://wordpress.org/?v=3.3.2 By: Felicia Gopaul @ Certified Financial Planner practictioner http://wealthpilgrim.com/financial-planning-jobs/#comment-10132 Felicia Gopaul @ Certified Financial Planner practictioner Sun, 19 Dec 2010 21:53:29 +0000 http://wealthpilgrim.com/?p=14871#comment-10132 It is easy to get hired into the financial services business. Many of the companies out there still hire the same way. Get as many bodies as possible to start, milk their databases and then keep their clients when they fail out of the industry. I think the honest companies will say that it's not easy and to be successful either you or they have to have a game plan to get started. Some companies will have a mentoring program where they match you up with a veteran which can be a good way to start. I am biased and will say that if you plan to stay in the industry, take the time to get some of the credentials like the CFP designation. It is easy to get hired into the financial services business. Many of the companies out there still hire the same way. Get as many bodies as possible to start, milk their databases and then keep their clients when they fail out of the industry. I think the honest companies will say that it’s not easy and to be successful either you or they have to have a game plan to get started. Some companies will have a mentoring program where they match you up with a veteran which can be a good way to start. I am biased and will say that if you plan to stay in the industry, take the time to get some of the credentials like the CFP designation.

]]> By: Neal@Wealth Pilgrim http://wealthpilgrim.com/financial-planning-jobs/#comment-5365 Neal@Wealth Pilgrim Fri, 11 Jun 2010 02:15:02 +0000 http://wealthpilgrim.com/?p=14871#comment-5365 Nunzio, I almost fell for a similar ruse. I ended up working for a bank and that worked out....but it was years ago. At the time, the banks actually wanted to do right by their clients. Nunzio,

I almost fell for a similar ruse. I ended up working for a bank and that worked out….but it was years ago. At the time, the banks actually wanted to do right by their clients.

]]> By: Nunzio Bruno http://wealthpilgrim.com/financial-planning-jobs/#comment-5363 Nunzio Bruno Thu, 10 Jun 2010 20:16:31 +0000 http://wealthpilgrim.com/?p=14871#comment-5363 After I finished undergrad and right before grad school I was lured in by the muses of big broker/dealer sales. I didn't know any better and I thought I was getting a leg up because I knew I wanted to be a financial planner and I was already accepted into my master's program for it. I'll tell you it was the worst summer ever, I didn't make it much farther than the liscensing because, already thinking like a planner, I challenged my supervisors and refused to "push" because I didn't feel right about it. It wasn't what financial planning was supposed to be, or what I knew about it at that point anyways. So when the following fall came I was a full time grad student, walked out of their with all my lisc. and started an internship with a fee based planner. I haven't looked back since. My advice would be to find a planner that you get along with and that has the ability to employ you and start learning the process there if you have the chance def keep going with the education too. My CFP credits and masters degree in financial planning opened so many doors early on. I wouldn't be the stunning vision of the Financial Coach at Financially Digital you see before you if I didn't have all that :) After I finished undergrad and right before grad school I was lured in by the muses of big broker/dealer sales. I didn’t know any better and I thought I was getting a leg up because I knew I wanted to be a financial planner and I was already accepted into my master’s program for it. I’ll tell you it was the worst summer ever, I didn’t make it much farther than the liscensing because, already thinking like a planner, I challenged my supervisors and refused to “push” because I didn’t feel right about it. It wasn’t what financial planning was supposed to be, or what I knew about it at that point anyways. So when the following fall came I was a full time grad student, walked out of their with all my lisc. and started an internship with a fee based planner. I haven’t looked back since. My advice would be to find a planner that you get along with and that has the ability to employ you and start learning the process there if you have the chance def keep going with the education too. My CFP credits and masters degree in financial planning opened so many doors early on. I wouldn’t be the stunning vision of the Financial Coach at Financially Digital you see before you if I didn’t have all that :)

]]> By: Financial Samurai http://wealthpilgrim.com/financial-planning-jobs/#comment-5353 Financial Samurai Thu, 10 Jun 2010 06:22:19 +0000 http://wealthpilgrim.com/?p=14871#comment-5353 Totally boiler room man. Forget about it! They are just trying to attract innocent graduates who know nothing. Totally boiler room man. Forget about it! They are just trying to attract innocent graduates who know nothing.

]]> By: Kristin - Certified Financial Planner http://wealthpilgrim.com/financial-planning-jobs/#comment-5348 Kristin - Certified Financial Planner Wed, 09 Jun 2010 17:01:50 +0000 http://wealthpilgrim.com/?p=14871#comment-5348 Thanks for the write-up. Always saddened to hear that these schemes continue to exist. Don't forget that not only does the 'employee' get burned in this mess, their family and friends often wind up being pressured to purchase low quality or over-priced products too. Thanks for the write-up. Always saddened to hear that these schemes continue to exist. Don’t forget that not only does the ‘employee’ get burned in this mess, their family and friends often wind up being pressured to purchase low quality or over-priced products too.

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