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How To Become a Financial Advisor - ULTIMATE Career Path Guide
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- Опубликовано: 31 июл 2024
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How To Become a Financial Advisor - ULTIMATE Career Path Guide • How To Become a Financ...
Day in the Life of a Financial Advisor - A PEEK 👀 Behind the Scenes
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Certified Financial Planner Career - What Does a CFP Do
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How To Start Your Own Investment Firm and Become an Independent Financial Advisor • How To Start Your Own ...
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Website: jumpstartcoachinglab.com/welcome
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off topic from video, but just wanted to say I, and I am sure others as well, really appreciate these videos you put out. They are very informative!
Absolutely my friend. Thanks for watching!😀
That you for breaking it down like this!
Much love to you and your channel!
I’m learning from all the videos keep it up.
Just found this video. Great job giving a high level over view. Been in the industry for a while and wish I had seen this years ago. Have to subscribe and see what else you have. Thanks again!
Agreed. He does a great job.
Comment “startup” if you’d like a sneak preview of my RIA startup guide!👍🏽
I am so glad I stumbled upon this. Thank you! I didn’t realize the other options. I am studying for the SIE right now hoping to get out of retail. I also want to help myself and people make money and educated them as well. I’m definitely subscribing.
🙏🏽
What happend did you get the SIE license .
I've been researching finance careers all day and ended up with more questions than answers. This video was SO helpful! Thank you so much!
I got my masters in Education but am looking for a career change. Lots of questions popped up like "Do I really need accreditation? Is a masters of finance more useful? Should I just intern and try entry that way?" I think a video on the multiple pathways into finance would be great!
+Jean980 ruclips.net/video/5jKNFPB4VUM/видео.html
Thanks for this info! Like and subscribed. Will be watching anything you have on finance.
You’ll be on the channel awhile then😂. Check out group coaching: jumpstartcoachinglab.com/programs/
Very helpful video! Thank you!!
You're so welcome!
Greetings from Greece Dominique! I just discovered you at the perfect timing. I m about to graduate as an economist and I am looking for which path to choose for a career. Really great content. I cannot wait to see your videos!
Welcome! I have one other community member from Greece. 😀
There are more resources here: djh-capital.com/jumpstart
@@DominiqueHendersonCFP thank you very much!
@dominque Henderson Great video & advice!
This was really helpful thank you!!
Glad it was helpful!
good information, you speak as though you are part of the financial community and thought you came out humble. there are a lot youtubers, especially younger individuals looking for clout for a dollar with their misleading headlines or horrible advise. I hope the rest of your videos stay accurate.
I’ve been doing this for 2 decades now...I hope I’m a part🤔
Hi Dominique! Enjoying your content! I’ve recently been looking to change careers into the financial services industry. Working to find the best path to take as I want to sell/recommend products I believe in without their being a conflict of interest. I went ahead and knocked out my SIE and am studying for the 66 since I can take it without a broker sponsorship. Looking forward to viewing more of your videos. Thanks!
Check out the community www.jumpstartcoachinglab.com/happy-300
Great info! Thanks!
You are welcome!
very helpful
Thanks for the video.
You are welcome!
Hi! i’m a 14 year old girl sitting here so interested. Do I understand all the things your saying? Absolutely not, but I find it so interesting. Thank you!
its good that you're thinking about your career and financials at 14, keep it up!
Fiduciary RIA all the way for me. I'm more of a planner/analyst than a salesman pushing product. I realize there is some overlap, but I cannot see me being a broker but an IAR instead.
I’m looking into becoming a fiduciary RIA but I’m not sure where the best place is to start. Do you have any tips or recommendations?
My masterclass. www.jumpstartcoachinglab.com/happy-300
Huge, Ik it’s old but I just got my 63 I have my 7 already and I work for a big broker dealer on the client call center side basically. Want to get into fa and hopefully a cfp role eventually so I like the channel
Congrats on that accomplishment.
Join the community to learn more: start.jumpstartcoachinglab.com/
Just started a job as a life agent trying to get on a path to become a CFP. Your last statement in the video is exactly what I needed to hear 😂.
Hows the path to CFP going ?
Great video! Thank you so much! I am considering a career in Finance. I did not go to school for Finance (Masters in Public Health) and am looking for an entry point into an independent channel (preferably one who abides by the fiduciary standard). I want to give financial advise over selling products. Any tips?
Hey Shawn!
Thanks for watching. Definitely rooting for you...I love the fact that you're a career changer.
1. Subscribe to the channel and try to attend the Live Q&A on Wednesdays.
2. Download my free guide. Packed with 10 tips to help you jumpstart your career as a financial professional.
3. Check out a free preview of my course. It's designed to help you in your first 12 months as a financial professional.
djh-capital.com/jumpstart-career-guide/
Love the channel! Thanks for the great content! I’m looking to make a career change and I’m currently studying for the SIE. Do you have any recommendations for study materials? Any information is appreciated!
www.jumpstartcoachinglab.com
Great video. I’m looking into becoming an advisor. I’m currently employed at a regional bank and want to explore more options to advance my career.
See you in the community👍🏾
jumpstart.mn.co/
Hi Dominique!
Great video. I'm so confused on what license to get and when. This helped clear it up. Do you think you can list the four channels you talked about and which license I would most likely need? For example, I'm hoping to take the independent channel...what would I need to get for that? Other than the SIE (which I know I need!), is it Series 7, 65, and 66? Thanks!
when you register for the webinar you can get access to a training I did with Q&A on the topic: www.jumpstartcoachinglab.com
Glad I found this page bro! I’m looking into a career change and you’re spot on. Thank you
Glad I could help
Great video Dom! I think the hybrid route would be a good fit for me. It seems it allows a little more flexibility to do what is best for the client while gaining the experience needed to open my own firm later.
Thanks @Niesha. Looking forward to our chat!
If you're a career changer and are interested in the CFP path, register for my next challenge: www.jumpstartcoachinglab.com/careerchanger-challenge
Thank you so much. As a self taught person, I’ve been wondering the starting point. Today’s the day I change my life and start on this journey. Thank you, sir.
If you’re serious about navigating this path send me an email at “hello@jumpstartcoachinglab.com”
These videos really have been help me guide in the direction of being a FA. I recently started working for Merrill lynch & I’m really trying to figure out how to get to the fa side while I’m with the company
Glad to hear! What is the ultimate goal for you?
@@DominiqueHendersonCFP overall I would like to use my resources here to become a FA. I’m studying for my sie test now.
@armani's Girl code check this out: www.jumpstartcoachinglab.com/cheatsheet
Thanks for sharing this advice. I'm an advisor and it's so hard to figure out how to get started in this career
Have you downloaded my guide yet? It should help.
Https://djh-capital.com/jumpstart-career-guide/
Thanks so much Dominique for the amazing content! This is exactly what I was looking for.
In terms of the 4 paths, I suppose I would enjoy hybrid the most, at a firm with a higher standard. But, I understand it's highly unlikely and improbable to start there.
I'd say starting in financial advice then moving to sales would probably be a better path for me, just because while I like sales and do well at it, I am really fascinated with the markets and learning how to manage risk and trade instruments for profit - which I think would fuel my ability to succeed.
That being said, I'm still trying to feel it out and learn more about the industry and its opportunities as a whole. Any advice you could give me?
Thanks for your informative content 👍
+Kyle Broussard. I think you should continue to learn and shadow your mentor(s). Check out my Facebook page, I’ll be adding tons of content and some upcoming events for ya!
Have a great one!
I'm an advisor for a big namebrand firm and I honestly didn't realize how strictly regulated they are before getting into the industry. If I had to do it over I would go the independent route. It's much easier to advertise and promote yourself. The big wirehouse firms make you walk such a tight line when acquiring clients that it's mentally exhausting!
Can't agree more my friend. Here's one for you that you may not have expected...being a financial coach vs. managing assets has even less scrutiny. Food for thought...😏
As a financial advisor, is it challenging to exercise and get in shape because of how busy your career can be?
@@DominiqueHendersonCFP Hi Dominique. Thanks for your video. I'm a recent new subscriber 🙂. I used to be a Financial Coach at a nonprofit and I used to work at a bank dealing with financial education. I'm wondering if I should become a financial planner/advisor or just become a financial coach again but open my own business. Any advice would be appreciated.
@@essiej5229 Hi!
I'm going to recommend checking out the website at www.jumpstartcoachinglab.com/ for next steps and/or send an email to hello@jumpstartcoachinglab.com so my team can follow up.
Thanks for watching!
Higher standard; fiduciary standard, hybrid.
Do you think Financial advising still has a future and demand in the future as it has right now ?
There are many views which say “robo adviser” will dominate the market in the future.
I am from Germany, just turned 17 years old and really thinking about getting in this field.
Thanks for watching and the comment.
Definitely not the case for the US, and I'd doubt it looks different in established markets like Europe. Here's the deal...automation has its place and should be replacing some of the functions that humans do inefficiently (i.e. portfolio rebalancing, asset allocation, completing paperwork, etc.) However, robo-advisors will never be able to relay empathy to another human. This is a soft skill advisors of tomorrow will need to develop in order to not be "replaced".
I recommend listening to this podcast for more insight: podcasts.apple.com/us/podcast/between-now-and-success/id955311743?i=1000447868010&fbclid=IwAR2zX1vHj11GZbqZlTcVaSUQ5S5bAwSNAo3lxKCcGLB4hPNAaHcyp8EVFsk
Dominique Henderson Really appreciate it !!
Hi Dominique, love your videos. I have a question regarding fees . I am thinking about starting my own FA company and wanted to know what the standard rate is to charge customers?
Really depends whether you focus on asset Mgmt, planning or something else. You might consider hopping into the community for more perspective jumpstart.mn.co/
Im 21 and decided on my career path which is to be a financial advisor. Im on the hunt for finding a private firm where they would let me value the client over their products, hopefully a base salary (hopefully), and let me build my business... My question is where do I start? How would I know that they are a private firm who value client to advisor relations? Also what exams do you suggest I take (SIE, Series 7) if I want to offer a wide variety of things to my potential clients considering I want to advise them on money.
Hey Blendi! Thanks for watching. Lots of great questions.
Get my 10 tips guide to jumpstart your career because it will help you answer these questions.
Hope to see you in my private Facebook group😉
djh-capital.com/jumpstart-career-guide/
I’m still in college but actually know someone who will soon be hiring people after the corona virus thing passes over and things get settled because he’s trying to grow his business. A friend that actually inspired me bc I use to think people in the industry were all just money hungry lol, well there is nothing wrong with wanting to make good money I just find it wrong when people will unnecessarily screw people over for some extra crash, which to me is fucked up probably bc I grew up in poverty so even a $5 scam was detrimental to me. If your in Southern California, I might be able to get you an interview or something. It’s always best for you to do your own research on a co. and maybe try and interview your employer while on the interview yourself to feel if somethings the right fit for you.
Just found this video. Please advise, what license does one need to have before applying for a Financial Advisory jobs from outside Canada or the US?
this playlist should help: ruclips.net/p/PLsmA3G2nZT9ImH2Rz08joBI97RW7rY2yb.
Thank you for this video, I have a few questions if you wouldn't mind me asking.
I reserve specific advice for consultations jumpstartcoachinglab.com
@@DominiqueHendersonCFP That looks like tickets to a zoo website.
@@tubaljohn1 lol u r right. Url updated
@@DominiqueHendersonCFP I meant that in good humor. Thank you for the insight. Very helpful. I wish I had said circus. lol It was just loud. That might have been better. I wish you the best, and thanks for taking the time to post.
I have a full ride to ASU and they have a financial planning major. Do you think it’s worth my time to pursue becoming a financial advisor/CFP going this route? Thanks for your time
Difficult for me to answer…
I think you should do some self discovery: ruclips.net/user/liverC6pFi3HDkY?si=mHsf4_RuVwKuQZbZ
Dominique - Is there *ANY* way to become a CFP without working for another group? I'm working full, full time and would not be able to drop this job to work for another company in order to acquire the ability to take licensing tests. I'd love to train, learn, self-educate, and take and pass the testing without working for someone else. Possible?
JB you should create an account on cfp.net first and foremost. But, you'll have problems getting the experience hours unless you start your own firm. I hope that helps...if not, join the FREE community:
www.jumpstartcoachinglab.com/community-resources
I just passed the SIE and I am currently studying for my series 6. I was sponsored by Primerica. The thing is that I am a Mortgage Broker and I own my own mortgage brokerage business: Mortgages by Alfredo, LLC. but I would like to offer other products to my borrowers such as term life insurance (I also have an insurance license) and talk to them about opening an IRA account. So I am considering going for my series 7 (but I need someone to sponsor me cuz Primerica don't sponsor you to get a series 7) or Series 65 to ask as a Financial Advisor and charge a fee instead of a commission. To me, that is more fair. I would appreciate any advise. Thanks.
Definitely worth your time to schedule a career consult. A lot of moving parts on your inquiry: www.jumpstartcoachinglab.com/jumpstart-1-on-1-career-consultation
Hi im doing ACCA, last 3 modules left, but in not enjoying it any further.I dont enjoy audit &stuffs.Im thibking of taking marketingcertificate & beside turn to cfp now. (as shorter and duable& not leave finance sector completely)Is it worth it ?any advice for me?
Hey @Kashfia...definitely think you should check out the free community we have on FB: www.jumpstartcoachinglab.com/community-resources to help with your journey.
What are your thoughts on Prudential? I’m making a career change and would love to be a Financial Advisor.
I typically don’t discriminate with opportunities for career changers as long as there isn’t any moral or ethical dilemmas. However for more contextual advice you should book a consult.😉
www.jumpstartcoachinglab.com/jumpstart-1-on-1-career-consultation
Do you know anything about the reputation of equitable advisors?
I do, but I reserve specific advice for consultations.
Hi Dominique, I am a Realtor and I advise my clients on everything real estate. I help them to buy smart and sell smart depending on the current market conditions. To help my clients further, I would like to advise them when it comes to investing outside of real estate as well. I would like to advise my clients when it comes to investing in the stock market.
Which path would you say is the best path for me?
Appreciate the info.
Hey Leo!
ruclips.net/video/OTv5LhD35zM/видео.html
66 Much better.
But, first I suggest knowing what it the first priority: 1. Make money or 2. Advising on money.
Both are possible to achieve, but what's new person's first priority. Sell, or help.
Great response Brian. I do think that many advisors I coach or talk to don't have a clear vision of what they are trying to build. Once the vision in clear the priorities will line up accordingly. Thanks for watching!
Where would be the best place to start if I’m looking more towards helping/ advising on money rather than “make money”?
I have been offered a position as a financial professional for equitable. What do you think about them as a company?
rahil p don't have any specific opinions about them.
Do you feel comfortable selling? because you will be in a production role in their culture. Just keep people before product and really doesn't matter where you land.
thanks alot for your videos. i am a junior year finance majoring student. I want to go with the career of becoming financial advisor/consultant. What technical skills are needed for entry-level? What type and role of internship i need to get into first to gain experience in that area? for eg entry level financial analyst is the internship for people going in IB or Portfolio management.
best thing is to book some time with our team: calendly.com/dennis-jumpstart/
I love how honestly you sharing your insight. Well I prefer hybrid, but also prefer some base salary most financial advisor starting job no base salary, how you even pay bills while you getting all them training and certificates? So dumb and unfair. another thing am I too old for financial advisor, I am 45, I am very insightful woman who great at giving advice and very into learning and growing.. wonder how much cost them certificates? Are they hard? Someone with IQ 140
I am rather new to this industry, about a year in and working for Fidelity, but I want to work independently. I have been in mortgage for 20 years and I am great at sales..... I am just looking for more independence than fidelity has to offer. I've always been 1099d. What are some good companies to work with if you are interested in building your own business?
Join my community jumpstart.mn.co/ and then reach out to Dennis
Excellent video. I just have one question. When going through the 6000 hours. Will I get paid for my time?
You get to choose how you earn your hours.
Hello, please tell me, when I get an adviser license, I can open a company and do advertising to raise funds for money management / of course, clients will place money with a broker, for example interactivebrokers, if I don't want to open a hedge fund. Thank you
You need a S65 and a LLC. You might want to book a consultation with me.calendly.com/djhcm/consultation
From a general perspective I would certainly advocate the fiduciary standard as opposed to the suitability standard. I've heard mention of few and far between certain commission products that are cheaper for a client than going fee based, such as A share mutual funds held long term compared to a fee only portfolio that's continually charged. Wondering what your input on this particular dimension of this conversation would be?
As long as how you are compensated is not a factor in the client making a buying decision. If you get paid via commission, let them kow and don't keep it from them so their behavior is influenced.
@@DominiqueHendersonCFP can certainly appreciate that perspective. I saw in this or another video you had said that you generally just outsource commission based business to a trusted third party. Do you find it easier to manage your practice focusing solely on fee only portfolio management? Just asking bc I've been considering getting into advising myself. I'm studying for my SIE/7/66 licenses currently (work back office at a BD currently, I think we're technically a BD/RIA bc we offer both commission and advisory services) and considering starting to work w some clients on the side, and I'm wondering if it might be easier to focus on one fee structure as opposed to trying to do it all so to speak. If I had the option to do both, do you thi k it could be a little much to manage? Or do you know people that manage it pretty well?
@@josephballinger6721 I actually reverted back to fee-based for personal reasons (recently) but maintain what I previously stated above.
At the end of the day, this is nothing more than a philosophical debate within the industry...my experience is that clients don't care.
I am currently in a healthcare field, and I am considering providing financial advice on the side. What degree or certification program do you recommend to be marketable as a part-time financial advisor?
I disagree with the notion of a "part time" financial Professional😩
It’s only part time until it takes off. But I prefer to maintain current job to reduce student loan burden.
Subscribed! I listen to Dave Ramsey's channel and this video pop up. Helping people with their finances sounds fascinating. However I can't see myself selling a product because I have a hard time expressing my train of thought. Is this a deal breaker? @ Dominique Henderson
+Jonathan Brown that is something that you can be coached thru.😁. Make sure you download my FREE guide. Https://djh-capital.com/jumpstart-career-guide/
Lot of helpful tips plus a weekly email on how to apply what I'm talking about on these videos.
Your answer:. ruclips.net/video/e9XM547dcBg/видео.html. Around min 24:20
Thoughts on working for Northwestern Mutual?
JM. I've never worked for them myself and although I've had colleagues which have, I'd need more context to answer.
Feel free to join my FB group to get more insight for questions like that.
More info here: djh-capital.com/jumpstart-career-guide
Sir....i am a doing chartered accountant course(india)...at present I am at its final stage of completion...this course majorly focuses on audit and taxation laws....with a good if not the best knowledge of finance and costing......should i do any other course which focuses on finance more....like cfa or frm?....moreover i want to work in global market....not just india...
+Ishaan Goenka depends on what you are trying to do. Can't tell if you're trying to do acctg or finance. Are we connected on LinkedIn?
What’s the more of a “post MBA” type path?
Get experience.
I don't think you need a fiduciary, just someone you trust which can be hard. to start they must be humble and take the time to get to know you personally as far as your goals, etc to really understand how to lay a path for you. Of course check out the results every 3 to 5 years and track those smaller milestones and ask were they not completed because of my lack of willingness or the advisors'.
Lot of interesting points but I fear many DIY, FIRE and other folks will feel differently during the next recession. Most current market participants that down play the role of good financial advice haven't experienced a down market. I'll be curious how that plays out when it does...it's inevitable to happen
Dominique Henderson correct, all I see are book authors promoting themselves (their sales) and tell you to fire your advisor. This wave of advise will lead many to over spend in business venture and never start a nest egg. When the wave comes, and they always do, they have nothing. I’ve learned so much in this journey and don’t believe the hype of DIY for everything. “Plans fail for lack of counsel, with many advisers they succeed.”
ForzaDNA 44 if you're quoting the book of Proverbs you'll be just fine😉
Hi! Will ACCA and CFA help me become a wealth manager?
IMO, certifications have rarely been the path to BECOME anything in financial services. They are signals to the public but more often the industry about what you've achieved academically or professionally. Hands-on experience trumps all!
Would reading Security Analysis be a good way to prepare for SIE exam?
Best way is to buy the study materials and start answering sample test questions.
I just took my SIE last month. I highly recommend the Kaplan materiala
I was an Insurance Broker a while back. I would 0like some advice. To be honest keep the client happy enough to stick around.
Send an email to hello@jumpstartcoachinglab.com 😀
Do you have content on what to do after you get your series 65? It’s so hard to find content. I’m currently in the process of getting mines.
what's the end goal @Cherie?
@@DominiqueHendersonCFP thanks for responding! To start my own wealth management firm that’s really want I want to do as well as teach financial literacy
I encourage you to schedule a consultation. It will provide greater context for your quest. I've helped several aspiring FAs launch their firms. www.domhendersonsr.com/contact
hii! to do CFP we need work experience am under graduate
yes. full req's are at www.cfp.net
Am I able to open my own office or do I need an apprenticeship of some sort? Thank you
Need at least a series 65 to give financial advice on your own
@@DominiqueHendersonCFP thank you for the information, would I be able to manage people money, or charge a percent of what they invest with me? Or is that outside of what I’d qualify to do? Thank you
Book a consult😉
youtubecfp.com/jumpstart-wiki
I have a question?
Are you hiring for somebody to promote your business?
Definitely will take picture and proof of the work
Work For a Company that have put down sign for real estate.
Also have full time job as well.
Send me an email.
@@DominiqueHendersonCFP Where is your email? Look on your about page and didn't see it.
@@kevinlacy2384 LOL! It's all over my website (info at djh-capital dot com)
As a financial advisor is it hard to make the time to exercise and stay in shape because how busy your career can get?
ish zap I think it's like anything else you love to do...you just make time for it. You can definitely build a career around your lifestyle.
You do coaching too?
www.jumpstartcoachinglab.com/happy-300
I think the Hybrid model allows for the best service to a client.
There is definitely increased flexibility in that regard. Which model are you considering?
I am leaning toward the Hybrid model as I pursue a career change but definitely like the transparency of the FEE only RIA model.
Definitely look into my program to help your transition. linktr.ee/domhendersonsr
Here is the difference. Working for a broker can make you money maybe at the cost of your client. If you work fiduciary you might not make as much money but you are working for the client.
A business that values its clients is a smart business.
To me there really isn't an option, helping the community helps America and I am all for helping America. Heck right now I'm serving and when I am out I'm going to pursue a finance degree. I personally enjoy working with money to make money and its an incredible and satisfying feeling for me.
Being a broker doesn't necessarily mean you put money above clients.
This really boils down to the type of person you are.
If I want give stock advice as a side gig what exam would i would take?
There’s technically not exam for that...all or nothing and it would be the series 65
@@DominiqueHendersonCFP what about putting stock portfolio together for people?
Google red panda and eyl...you wanna do more of that. Your business model hasn’t worked in the regulated world. Financial advice is viewed differently than financial education.
@@DominiqueHendersonCFP thank you
Hi Dominique. If I want to learn the stock market, reading charts, technical analysis and more. Where should I start, any specific certifications or classes ? Any help would be greatly appreciated 🙏 thanks.
Say a person comes up to you in the mall and tries to recruit you to become a financial advisor and have you drive an hour for a class and pay for more classes. What channel would you say that he would most likely be or would it be a scam?
Run the other way🤣
What is your opinion on working for MLMs such as World Financial Group
I always say...never a bad product always bad person.
I know very little of WFG (as an organization) and I believe my statement holds true.
Always put the client first all the time and never put them in a crappy product.
I want to manage and invest people's money as a financial advisor but I do not want to be a sales guy or insurance agent. Anyone know any companies that are good to work for that do not throw their advisors out in the water and are strictly commission?
Hop into the community...I'll teach you. www.jumpstartcoachinglab.com/
I just want to learn all these things get these certificates and go about my business not interested in working for anybody but myself…
Check this: www.domhendersonsr.com/ria-consulting
Good morning
✌
You don't need to take the sie to take the series 65.
I want to get my series 66 to help my community invest in crypto.
I tell em:
XRP
AGI
VET
FLR
XLM
ADA
ZIL
ALGO
ADA
OXT
PAC
GALA
HOT
FILE
and sit on it til 2030.
You win
I was interested in pursuing a job with Edward jones because they seem to have such a great path toward certification and setting you up to work for them. However I don’t think I could sell their products very well. I have to really believe in the product to sell it. I think if vanguaard had a similar employment training program as Edward Jones I could be happy working for them
Thanks for watching..it's best to just join the community facebook.com/groups/beingafinancialprofessional/?ref=share
Don't need SIE to take series 65...
Correct.