How I Became a Financial Advisor (At Age 23) financial advisor

by ASdfknjhmkgtrAWE

In this video we are going to cover the career decision making process, progressing through university, internships, the hiring process, and the start of my career. Being a financial advisor involves working directly with people, often older people, and telling them what to do with their money. So its generally though of as a job that you can’t do right out of college. And I agree someone should get at least a couple years of experience before actually working with clients. But you certainly don’t need to wait until you’re 30 years old which is what many financial advisors like to say. The first 2 years working in the industry are probably the most critical to becoming an effective financial advisor. But, this story starts when I was about 13.

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Links to videos mentioned:
How to Land an Internship in Finance:
How to Land a Job in Finance:
How to Get a Job as a Financial Advisor:

If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with more CFA Exam tips in a couple of weeks so please submit more questions you would like to hear answered. Love you all!

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*** The information in this video is not intended or implied to be a substitute for professional financial advice. All content, including text, graphics, images, and information, contained in this video is for general information purposes only and does not replace a consultation with your financial or tax professional*** .

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Bair b 22/09/2021 - 10:07 PM

You did this cuz you look 35 jk)

highride005 22/09/2021 - 10:07 PM

The end caught me waaaaay off guard lmfao
Hats off to you, sir

Michael Niczky 22/09/2021 - 10:07 PM

That you at 1:17?

Majid Areef 22/09/2021 - 10:07 PM

Do you think Investment banking is over-rated?

SD 22/09/2021 - 10:07 PM

Thanks for sharing.

TheSuperF21 22/09/2021 - 10:07 PM

These ends man, I swear … I'm listening while doing something else on the side and suddenly I'm like "Wait what?", and then "Ooooh" *FacePalm*. I love it!

Slava Kolesov 22/09/2021 - 10:07 PM

Nice video with usefull information. Thanks a lot!

ndgriggs8 22/09/2021 - 10:07 PM

What do you think of Bitcoin?

Chelsea Paszek 22/09/2021 - 10:07 PM

what do you think about the robo advisors?

Rafael Paiva 22/09/2021 - 10:07 PM

Hey, how are you doing? I’m a very nervous CFA level I candidate, and, in the last 3 mocks I averaged 79.4% (Kaplan mocks). Still worth doing more mocks or should I concentrate on repeating questions that I got wrong/reviewing the material again?(7 days to exam)

(Also, very sorry for the unrelated topic – love your channel)

Tomasito 22/09/2021 - 10:07 PM

I’m surprised you got the CFA when you knew you didn’t like institutional. Also you aren’t the first person I’ve heard say due diligence/research types of jobs aren’t all they’re cracked up to be

Eric Chong 22/09/2021 - 10:07 PM

you're hilarious lmao. and very valuable video. Not just for us getting in the biz but also getting to know you. Peace

jaya prabhu 22/09/2021 - 10:07 PM

Please share me your Instagram id Sir

effervescent_bubbles 22/09/2021 - 10:07 PM

Client facing financial advisor…that's my goal

James 22/09/2021 - 10:07 PM

I am studying for the CFA and that's how I found your channel, but now I like watching your alternative videos as there's only so many videos you can make on the CFA! Thanks for the content.

Aziel Jerome 22/09/2021 - 10:07 PM

You trade stocks bruh?

mediumoscar 22/09/2021 - 10:07 PM

Your endings are the absolute best!

BOB THE BUILDER 22/09/2021 - 10:07 PM

And so did you start with the CFA post landing the job?

GameStart 22/09/2021 - 10:07 PM


ete nat 22/09/2021 - 10:07 PM

aside from the issues of knowing what to do with all the embezzled money, what do you find is the most challenging part of your job, especially when you were young and advising clients?

Adam Standley 22/09/2021 - 10:07 PM

Great video. To clarify, you are both a CFA charterholder and a Financial Advisor? Is that combination useful long term in your career? Definitely is unique I think, haven’t seen it a lot during my research with some research I’ve been doing. Thanks!

Cameron Ilari 22/09/2021 - 10:07 PM

do you have a video on how to search for these firms? I have been struggling with this the past few months.

Dylan Powell 22/09/2021 - 10:07 PM

What are you doing at the end of your videos now lol


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