Have you ever thought of a financial services career?
What is the career path of a financial professional? How do you move through the ranks?
When it comes to terms like "analyst", "lead service advisor" or "senior advisor" what do they mean? And even more so, what do those jobs look like?
Although I've talked about my fairly non-linear path as a financial professional, there are career paths that are more linear in nature.
If you're contemplating a career as a financial professional, check it out to see what you might expect.
Years 0-3. This job role/description can take on many names but you are basically an analyst. By definition, you will see a lot of data and you will be challenged to synthesize mainly for YOUR sake. There's not a lot of liability on you from a client standpoint because you're still learning. Owners don't want you with that level of responsibility quite yet.
Thanks for listening, reading and watching.
Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career!
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