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Effects of becoming a Financial Advisor, if you couldn't prevent your loved ones from financial illiteracy?
Hello! I am a freshman at Bentley University studying Finance and Supply Chain Management with a minor in Business Law. In my free time I do research on investing and trading, but my part-time job takes up most of my time because of tuition burdens. I find that I care deeply about my community and have grown up watching the people around me make horrible financial decisions which has driven me to become a financial advisor.
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Maggie’s Answer
This is a great question. I'm sorry you couldn't help the people you care about in your younger days, but that is a great motivation to build passion in a career of helping others find and maintain financial stability in their lives. Your example in life could even help those who knew you way back when as they see you thrive.
Professionally, it might serve you well to pursue employment in credit unions and other organizations which foster the financial well-being of their members vs banks, who are focusing on answering to the bottom line of what will make shareholders happy. Financial health is a real service to people, and it sounds like you're very motivated to provide a great service to people to be living more stable and safe lives with their money.
Knowing your WHY now is wonderful. If you keep learning and operate with integrity, you will make connections who will help open doors for you to exciting possibilities you haven't yet heard of. Good luck!
Professionally, it might serve you well to pursue employment in credit unions and other organizations which foster the financial well-being of their members vs banks, who are focusing on answering to the bottom line of what will make shareholders happy. Financial health is a real service to people, and it sounds like you're very motivated to provide a great service to people to be living more stable and safe lives with their money.
Knowing your WHY now is wonderful. If you keep learning and operate with integrity, you will make connections who will help open doors for you to exciting possibilities you haven't yet heard of. Good luck!
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Brad’s Answer
That’s fantastic recognition and truly reflects a powerful “why” for becoming a Financial Advisor! Your story will resonate deeply with clients—make sure to share it proudly when you step into that role.
To build on this momentum, consider getting involved in volunteer opportunities that connect with finance and education. Organizations like Junior Achievement offer incredible programs where you can start making an impact right away. Not only will you help others gain financial literacy, but it also strengthens your own expertise and adds tremendous value to your resume. Plus, it shows your commitment to empowering others—a quality clients will admire.
To build on this momentum, consider getting involved in volunteer opportunities that connect with finance and education. Organizations like Junior Achievement offer incredible programs where you can start making an impact right away. Not only will you help others gain financial literacy, but it also strengthens your own expertise and adds tremendous value to your resume. Plus, it shows your commitment to empowering others—a quality clients will admire.