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Journal: Entry for Aeryn

Financial advisor

Author: Aeryn Send a noteboard

Posted: 25/04/2013 12:22:54 PM

Views: 16910

I've been bouncing around different ideas for the next step in my career, and the latest is - financial advisor. An older alum of my school believes wealth management is the best, and that I can totally do it. At first I was intimidated by the idea of a sales based business, and this particular company has very high hurdles - you have to bring in several millions of assets in the first year, but then I started thinking about it, and I had all these ideas. There are enough people in my parents and friends network who could give me professional leads for contact with accountants and attorneys, and that's how you get started. My parents have wanted me to do this.

Granted, I also got really excited about several other opportunities when they came up, from programmer to consultant to relationship manager, but this is different. One, it's a direct continuation of my career path, not a sideways move. This is the business I've been in for 6 years and work I'm good at. Two, the alumna wants to mentor me and take me on as a junior partner, and that makes all the different. It was the biggest complaint people had about that company's program, the lack of mentoring by senior advisors (and also the short time in which to bring in business). Three, this is essentially like becoming a small business owner. A big risk, low salary for the first two years, a lot of work, but unlimited growth opportunity and the satisfaction of building your own business. It would get me out of the rat race. It would give me a vision of what i will be doing 10, 20 years - something I don't have now.

So I'm still excited about this in the morning. I'll talk to my bf and parents about it (how willing would they be to help me network? would they trust me with their money? how do I get through the first year of low salary?). I do so love having something to look forward to. My mind is always working, always churning. Currently the only creative outlet I have is planning my vacations, and watching my own investments & budget. This could give me another one.

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