Financial Services & Recruiting academyrecruiting on 01 Apr 2008 12:00 pm
How to change careers and become a financial advisor
A key focus of this blog has always been the subject of changing careers to become a financial advisor, and the kind of person the major wirehouses look for and that we deal with and place all the time. Namely, someone with a number of years in the working world, ideally in a professional career, with at least a bachelors degree, and a strong network of both personal and business connections.
Well, here’s a must-read article and must-watch video from yesterday’s Lakeland Ledger “How I Got My Job” series about someone who is almost the prototypical example of that kind of person.
Susan Musser is a Smith Barney Financial Advisor in Lakeland, Florida, who left behind a 28-year nursing career to pursue that opportunity. Her background includes:
- Professional Career: Registered Nurse
- Working Experience: 20+ years of experience in the same career with ever-increasing responsibilities
- Degrees: Masters and Bachelors degrees
- Personal Network: Many long-term business and personal relationships
Sound familiar?
You can watch Susan’s short video interview here - it’s under two minutes:
Please also read the entire article - there’s a lot of information there, and it is “right from the source”, real-world advice and guidance about why someone would make this change and what it takes to do it:
