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Career Changer (2nd attempt)

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jarceo View Drop Down
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    Posted: Jun/29/2015 at 2:22am
Hello Everyone. I am job hunting for a Financial Advisor position. This will be my second attempt at becoming a Financial Advisor. I lasted just under one year back in 2008 (great year). I passed the CFP and am taking my time looking for the right fit. I currently work as Medical Laboratory Technician but my passion for financial planning is getting the best of me. Anyone else out there in similar shoes?
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SometimesNowhere View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote SometimesNowhere Quote  Post ReplyReply Direct Link To This Post Posted: Jun/29/2015 at 6:37am
I'll bet you're the kind of guy who legally can't go within 100 feet of a playground.
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B24 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Jun/29/2015 at 9:18am
Jarceo,

First off, get the whole "finance is my passion" mantra out of your head. This is first and foremost a sales job. Especially in the first 3-5 years. You will spend almost all your time selling. So I would suggest you begin by coming up with 5-7 ways that you can attract clients. And then come up with a business plan to implement those sales strategies. 
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jtp View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote jtp Quote  Post ReplyReply Direct Link To This Post Posted: Jun/29/2015 at 4:32pm
Originally posted by jarceo jarceo wrote:

Hello Everyone. I am job hunting for a Financial Advisor position. This will be my second attempt at becoming a Financial Advisor. I lasted just under one year back in 2008 (great year). I passed the CFP and am taking my time looking for the right fit. I currently work as Medical Laboratory Technician but my passion for financial planning is getting the best of me. Anyone else out there in similar shoes?


Is there a good story as to why it will work now when it wouldn't work in 08? Not being an ass, just a question you might get asked in an interview that you'd want to have a solid answer for.
knock knock. who's there? you're new financial advisor
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Sportsfreak View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Sportsfreak Quote  Post ReplyReply Direct Link To This Post Posted: Jun/29/2015 at 8:02pm
Just, can you imagine yourself in the environment of 2008, cold calling, door knocking, seminarians, and opening new households?
If you eat an entire cake without cutting it, then technically, you only had one piece
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Guests View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Jun/29/2015 at 8:06pm
Fear paralyzes people... so you have to know how to deal with that.

But it's also a great time where people begin to lose faith in their advisors, so keeping in touch with people and being their #2 advisor... puts you in a great position to become their primary advisor when their current advisor messes up.

Just make sure you don't get someone that is in the process of SUING that prior advisor... because the same thing may just happen to you.

Anyone that has ever sued an insurance agent, registered rep, or financial advisor is automatically disqualified from ever being my client.
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jtp View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote jtp Quote  Post ReplyReply Direct Link To This Post Posted: Jun/29/2015 at 9:22pm
Originally posted by Sportsfreak Sportsfreak wrote:

Just, can you imagine yourself in the environment of 2008, cold calling, door knocking, seminarians, and opening new households?


If I'm just, yes I can imagine that. But I don't know why seminarians would have been involved
knock knock. who's there? you're new financial advisor
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MichaelBurton View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote MichaelBurton Quote  Post ReplyReply Direct Link To This Post Posted: Jul/02/2015 at 11:14am
Originally posted by SometimesNowhere SometimesNowhere wrote:

I'll bet you're the kind of guy who legally can't go within 100 feet of a playground.


SN, I'll bet you're the kind of guy who repeatedly uses disturbing facts about himself to manufacture insults against others in order to throw the scent off his trail.
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B24 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Jul/02/2015 at 11:23am
Originally posted by MichaelBurton MichaelBurton wrote:

Originally posted by SometimesNowhere SometimesNowhere wrote:

I'll bet you're the kind of guy who legally can't go within 100 feet of a playground.


SN, I'll bet you're the kind of guy who repeatedly uses disturbing facts about himself to manufacture insults against others in order to throw the scent off his trail.

C- at best

This is the adult equivalent of "I know you are, but what am I ?"
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Jul/02/2015 at 11:28am
SNexit.


That is all.   
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NowhereMan View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote NowhereMan Quote  Post ReplyReply Direct Link To This Post Posted: Jul/02/2015 at 2:19pm
I'm sort of in the same shoes as you, I've actually been hunting for an FA position for a few months now.  I think I'm finally close to some kind of an offer (fingers crossed), but I started my search in late-march, and by the time I have an offer it may be close to 4 months.. I've been on a whole lot of interviews.

Like you my background doesn't have too much to do with finance.  I'm attracted to the career, including what it can personally mean for my future, though I don't have any real "passion for the markets" or anything like that.

I'm not registered and don't have my CFP, but I'm sure they will like that you have all of that under your belt.  Maybe look at Merrill's "Planner" TFA position - relatively new but I know they'll like the fact you already have the CFP.  

Like JTP said, they'll definitely want a good story about why you didn't make it in 08 then but will now.

Age and life circumstance will play a role as well.  While one advisor seemed hesitant to hire someone "young" to his team, another thought my age and circumstances (meaning no kids) were perfect for starting out in the business.  

   
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MichaelBurton View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote MichaelBurton Quote  Post ReplyReply Direct Link To This Post Posted: Jul/03/2015 at 11:03am
Originally posted by B24 B24 wrote:

Originally posted by MichaelBurton MichaelBurton wrote:

Originally posted by SometimesNowhere SometimesNowhere wrote:

I'll bet you're the kind of guy who legally can't go within 100 feet of a playground.


SN, I'll bet you're the kind of guy who repeatedly uses disturbing facts about himself to manufacture insults against others in order to throw the scent off his trail.

C- at best

This is the adult equivalent of "I know you are, but what am I ?"

Is that my grade or his?

Either way, from a humor standpoint, it is getting old.  And from a practical standpoint, he's always posting this shit in the first or second reply to any greenhorn, which creates a filter (I'm sure by design) through which any self-respecting advisor will have to think twice about entering.  That diminishes the value of the board for everyone, IMO.
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