Financial Advisor CAREER 2023

I enjoyed meeting so many people over my 8+ years as a financial advisor and do recommend it if you have the right personality and financial management skills to get you through the 'rough patches' before your successes take shape financially. However, I believe there is a growing trend where people are realizing how much they are spending on financial advisor fees within their qualified retirement accounts and beginning to learn how to manage their own finances & investments. I'll be talking about financial advisor fees in an upcoming video coming out soon.

Hope you found a nugget or two in this one. Cheers!
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Music: Epidemic Sound - I Wanna Go Down (Instrumental Version)
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ABOUT ME 👇
I've been involved in people's financial decisions for 15+ years (7 yrs Real Estate experience & 8+ yrs as a former Financial Advisor)...I now bring the financial successes, mistakes, failures, and best financial habits/tips to you through these videos.

My mission is to bring Financial Awareness to the forefront of your daily decisions so you can: improve your quality of life, increase your net worth, and grow upon your financial literacy. My videos are a reflection of my real-world experience as a real estate investor, stock market investor, student of finance, entrepreneur, and of course...my experience as a Former Financial Advisor.

This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make. I also believe in complete transparency and open communication with my audience.

Subscribe if you are interested in:
#FinancialPlanning
#Investing
#Solopreneur

DISCLAIMER: I am not a financial adviser or a certified public accountant. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.

[petersmithyy]

I my friend's husband does this for a living and he makes great money. He's very good with people and it wasn't overnight but he did get all the different certifications. To be honest, once you accept that life in general is not easy, there is nothing really stopping you from trying something that can be more professional like this.

[JayBrie]

Definitely a career changer. Majored in engineering, fixed medical equipment, did facility maintenance, currently working from home, and I just don't like what I'm doing. I'm happier when I interact with people, and I always felt like I'd be good at sales. We'll see how it shakes out!

[investlikeawarrior]

Thanks for the breakdown! I’m a Financial Educator looking at getting into the advising career. Your channel has been a big help

[Newsihear]

Your video has been very helpful! Thank you so much for spending time on videos like these!

[BebeKirsten]

Thank you for this realistic expectation that you set for financial advising. I’m currently already in banking and looking into my future options of where I want to go next, and this was very helpful. Subscribed! 🌟

[ryandanich]

Starting an internship as a financial advisor this summer. Thank you for the insight! I’m hoping that after working hard for 5-10 years I can sorta settle out and pace myself afterwards.

[samuelapodaca]

Im currently in the 4th interview internship as a FA this summer. The biggest problem I have is that not even my family will be my first clients. My circle and network are people who live in a middle class lifestyle. This will be a very difficult task for me since majority of the people I know wont be able to invest as much. Lets see how that goes this summer. Thanks for clarifying a lot of things.

[TonyRealTalk]

For me is a career change.

I’m in the process of gaining my insurance license through New York Life (hopefully by mid Feb take the state exam). And after that I would and will be able to get into their path program/training to become a financial advisor. And I want to specialize in financial planning and wealth management. But I’m scare as hell, because I do have debt and work two jobs. Planning to be debt free by 35. (I’m 29)

[wtfguysgetoutcommentator]

Great video only thing I didn’t agree on was the very ending when you were talking about people doing there own investments. People are taking more of an interest in it which is fantastic for advisors but IMO people lack the time and effort in to being able to keep up with everything in the market like an advisor does. That’s another reason why people have actively managed accounts. They don’t want just one time advice they want continual support because they have other things to do.

[Thereisalwaysmore]

@11:05 yet I still meet a lot of people who don’t care, don’t have the time, or patience to learn and rather have someone else do it for them.

[cmoney]

I love how you said do this debt free ! I’m in the process of transition to financial sales and my biggest concern is my car loan

[trillsam]

I read one of your comments and i think you mentioned something about calling everyone I met ever since I’ve been an adult. In my mind being a financial advisor was someone who is well versed in investment decisions and you have to go towards them

[mikemccabe]

I went to school and even had a few entry level jobs in financial advising. Debating if this truly is the career route for me as I consider myself more of an analytical kind of guy. I can do client relationships and I would definitely need some coaching on the sales aspect, but being analytical is definitely my strong point, but it's tricky because I love financial planning and I'm very passionate about it.

[unforgivenkd]

I have been in banking for 4 years and am currently a financial service officer “loan officer”. I’ve thought about FA before because my greatest skill is relationship building/communication. I’ve been thinking about starting out with companies like Charles Schwab or Morgan Stanley because they offer training for licenses and all of that. I have a passion for helping people so I think it could still be fulfilling and a lot more lucrative but I don’t know how I’ll feel about the products I’m selling. Any advice on what it would be like going that route?

[samcenteno]

I’m a soon to be graduate at UW looking at getting into the retirement wholesaling business. Entertaining the idea of becoming an FA in the future though. Thoughts on wholesaling?

[jamesbillingsby]

I am 39 with 10 years experience in insurance sales, just got a degree in finance. Was looking at FA roles but you brought up a good point about 0 commision. Is it too late for me to look at this role? I was also looking at anlayst roles, but part of me wants that commision and motivation to work harder. I already have a really strong work ethic and I have missed sales, as I went and got a salaried role for the past 7 years.

[rusty]

61 industrial mechanic looking to change as my body is starting to complain about the hard work and long hours, lol.

[andrew]

How important do you think internships are going into this career? I’m a Veteran who separated and I’m fast tracking my college education, so I don’t really want to take an entire summer off for “work experience.” Is graduating with a degree in finance, plus customer service and military background enough?

[garretth]

Thoughts on buying a book of business to start out? I (32m) am a business owner. Unfortunately, I've lost passion in my company and will be parting ways. I was able to save money over the last 8 years, and I have a strong interest in personal finance, encouraging people to save and invest, and the market as a whole.
Is it possible to skip a large portion of the "grinding stage"( I did enough grinding and hustling in the first 3 years of my company). If I pass the test, get hired, and get some experience under my belt, could I simple buy 1 or 2 books of business and get to where I want to be faster?

Your thoughts?

Thank you.

[HalftoneHareem]

I’m currently pursing an internship in graphic design through an internship but I’m exploring an option as a financial advisor