Episodes
Wednesday Sep 25, 2019
Want to Be a Financial Advisor—Top 10 List of Things to Do to Get a Job
Wednesday Sep 25, 2019
Wednesday Sep 25, 2019
This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/2LLiqm0Pk7E
Want to be a financial advisor, I'm going to be sharing with you my top 10 list of things to do to get a job as a financial advisor and jumpstart your career.
- DO YOUR RESEARCH. You should be aware of all the different avenues there are to enter this industry. What type of role are you looking for? What roles are the most popular and what are people hiring for right now? Which firms are hiring?
- JOIN A PROFESSIONAL ORGANIZATION. There are many organizations like FPA (Financial Planning Association), NAPFA (National Association of Personal Financial Advisors), and AAAA (African American Association of Financial Advisors) and others have varying levels of membership to fit wherever you are in career stage. These are national organizations that often have local chapters for you to be a part of. The next thing to do would be to join and become active.
- JOIN A STUDY GROUP. This is usually a group of 5-10 or your peers that serve as accountability and camaraderie. Study groups can be excellent sources of information and a way to share wins/losses and best practices among a group of people you feel safe around and be transparent around.
- FIND A MENTOR. A mentor's time and experience can be invaluable to you so this is a must. Check out this YouTube episode for more details: https://youtu.be/NXqsJMi_0FI
- PRIME YOUR ONLINE PRESENCE. I place a high degree of importance on what someone looks like online. Check it out this video for exactly how I got to 10,000+ followers on LinkedIn: https://youtu.be/9fyVbjKR1ng
- PURSUE A DESIGNATION. This is a highly competitive industry and while you're chilling, someone else is reading, studying, practicing, etc and you have to stay sharp.
- NETWORK WITH PEERS. Invite a peer to lunch or coffee to talk "shop" as we call it. These are good opportunities (a bit more intimate and informal) than a study group might be.
- ATTEND AN INDUSTRY EVENT. Most of the organizations I named earlier will have events on a local or national level that you can attend for a cost. This can be an excellent avenue for you to meet new people to further your career. Be intentional about why you are going and what you're trying to accomplish before you book your agenda.
- REACH OUT TO POTENTIAL EMPLOYERS. That stellar opportunity will usually not walk up to you and tap you on the shoulder. You have to go find it. I cover 3 tips on how to position yourself to potential employers here: https://youtu.be/lcuy4ooDyaE
- HUSTLE. Invest in yourself. Because if you don't you can't expect anyone else to do so.
Want a physical copy of this list to keep on your wall next to your computer? Send me a DM.
Thanks for listening.
For more information on what I'm doing for current and aspiring financial professionals, click here.
Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).
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