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When did you realize you wanted to become a financial advisor?

11th Grader at Grundy Center Highschool

finance
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Simona’s Answer

Hi Eli - thanks for the question. I eventually joined the finance organisation during my career. I did not study to be one, nor I was hired into my company with a financial role.. but this opportunity became available and I have been in finance doing various roles for +20 years. Some roles were more finance & operations, closer to the business.. others were more finance & planning roles. What I like about all this, is the experience and learning - in my case probably the learning part was more intense because I had no specific qualification, but people believed in what I was doing and offered opportunities. There is no limit to learning and apply ourselves. No one knows everything, I think if we really want to do something well, we need to invest time and learn on the job. The particular skills that I had to develop more are organisation, attention to details, question question question and communication. And these have been a leit motiv no matter how many roles I had in finance.. overall, a big passion for what you do helps a lot and definitely surrounding yourself with good and prepared people is also important. All in all, when I look back, I feel fulfilled, could have I done more.. definitely, but I feel like I did not spare myself and there is always that ''push'' to do better even after a few years. This is very much personality driven, but I think it's important to also enjoy what we do, otherwise it's a very long time that we need to spend working without satisfaction. My advice is always to ponder when a choice has to be made, look at the benefits for you what you like and what you want to do.. and also what sacrifices or con's there may be.. and when you have all facts, decide what's best for you. It's a critical time to make decisions, that is why there is no need to rush. And that's exactly what we do in finance.. never stop at the first answer, investigate, gather facts and then decide.. all the best.
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Tom’s Answer

Great question! I am not a financial advisor but I checked with someone in that field and here is what they said.

"I realized I wanted to become a financial advisor during college. I started off studying general business, but in my finance courses, I found myself drawn to topics about personal finance and investing. I loved the idea of helping people make smart choices with their money and seeing how those choices could positively impact their lives over time.

I also had a mentor who was a financial advisor, and through job shadowing, I got to see firsthand how rewarding it was to work with clients and help them reach their goals—whether it was saving for a home, planning for retirement, or making investments. Seeing the trust clients had in their advisor was inspiring and really solidified my interest.

Since then, I’ve found that every day in this career is a chance to learn something new, build relationships, and make a positive difference. For me, it’s that combination of financial knowledge, problem-solving, and personal connections that makes being a financial advisor so fulfilling."

I hope the above helps but please feel free to ask more if needed.
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