How to Transition Your Career and Become a Financial Adviser

Doing what you love every day and getting paid for it is the dream. For some, the passion they felt when they started their career path has faded, and the love for the job they once dreamed of having is gone. It happens to a lot of people and leaves them with a choice: stay on their current career path without feeling satisfied at work, or do something dramatic and change careers. 

A career change can be a scary and overwhelming process. With the right preparation and know-how, as well as having the right attitude towards starting something better and more in line with your interests, you can find a career that is more meaningful and makes you happy to get out of bed in the morning. 

If you have an interest in finances, and a knack for helping people and problem-solving, a financial advisor might be the job for you. Here are some tips on how to transition your career and dive into the world of finances.  

Make sure your skills are up to par

Yes, you need to be proficient in math and analytics to be able to be a successful financial planner. The basis of the job is to be able to crunch numbers and find solutions to financial problems within those numbers. If your math skills aren’t where they should be, it’s probably time to consider a course that will help you meet the mathematical requirements for financial advisors.

Don’t let the mathematics aspect scare you away, though. That’s just one aspect of the job, and financial advisors need more skills than just being good with numbers. If you have good communication skills, client relationship management skills, project management skills, technical and digital proficiencies, and proficient sales and marketing skills, you are already on your way to success. Soft skills like being able to understand and communicate with different types of people are imperative in this line of work, and many of these skills are transferable from other professions. 


Make sure your resume and cover letter reflect the career you want

It can be nerve-wracking applying to positions without any direct experience, but many career paths have transferable skills. If you craft your resume and cover letter to highlight the skills that cross over, you can help get the attention of the hiring managers in your desired line of work. Be sure to offer a brief explanation in your cover letter to give some context to your resume. 

Reach out to recruiters

A recruiter can help you get a foot in the door and land you a few interviews that you may have not been able to get on your own. You can reach out to financial adviser recruitment agencies who may even be able to offer you some advice on how to appeal to financial agencies without having any direct experience. 

Learn how to market yourself

Having a top-notch resume is one thing, but being able to sell yourself to a hiring manager is an essential skill all professionals should have, regardless of the industry they’re in. It’s particularly true when you’re switching careers, as you need to be able to convey your skills and demonstrate why you would be a good fit, regardless of how much experience you have in similar roles.










































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