From the course: Financial Planning and Wealth Management Fundamentals
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Support staff and independent practitioners
From the course: Financial Planning and Wealth Management Fundamentals
Support staff and independent practitioners
Another common route for individuals to take is starting off in a support role, such as an assistant or associate to an established advisor, and then working your way up. This is probably the best way to both learn the business and make a name for yourself in a relatively low risk way. By doing this, you'll learn how to do everything that needs to happen in an advisor's office hands-on, from from completing onboarding documents, mailing letters to clients, and executing trades for many asset types, all the way to preparing financial plans and pitching new clients. Once you're ready to take that next step from a support role, you'll be well positioned to advance in your career. As an assistant or associate, you might be able to seek promotion to advisor either within the same team or strike it on your own. And because you'll have made a name for yourself, you can also put your hand up as a prospective buyer for an existing book of business. You never know when there's going to be…
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