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Though it might seem callous, most of the people in the world want dignified, high paying jobs. And a job means a career. All those hours and money spent on books, lectures, notes and seminars; it is easy to see why most people would hope for high paying jobs in the aftermath. After all, by the time you’re ready to decide the career path for yourself, you’ll have several other people that’ll be dependent on you.  At Freedom Insurance we can help you make a strategic financial plan to meet your goals.  Please call us at 407-344-1012, or email us at [email protected] to schedule your free initial consultation. 

It’ll also be a stage where you’re most likely expected to be aware of what your responsibilities are. There are numerous instances where people had to abandon their dreams or their preferred professions and enter into jobs where they had the money but didn’t find the same pleasure or satisfaction. However, there are a handful of people who manage to avoid being sucked into that quagmire.

Not only do they find jobs that pay handsomely, but they’re also at their dream positions. One of these jobs includes being a financial planner in Hunters Creek, FL.

The next question you’re probably asking is; what exactly is a financial planner in Hunters Creek, FL and what do they do? The answer is both simple and complicated in its own way. The tasks are fairly easy to complete, but even the minutest errors can lead to millions of dollars in losses. And yet, a financial planner in Hunters Creek, FL is both handsomely paid and well-regarded by the corporate world because of the intricacies related to their jobs.

Chances are that you’ve already been swayed by the importance and the swagger held by a financial planner in Hunters Creek, FL. Now you want to know more about them and the details about what a financial planner in Hunters Creek, FL does, how do they do they do it, how much do they earn and more importantly, what are the future prospects of being a financial planner in Hunters Creek, FL?

All the major questions that you might have regarding a financial planner in Hunters Creek, FL are listed and answered in thorough detail below.

Who is a Financial Planner?

It might seem like a silly and quite innocuous question to ask but it makes sense. As per a statistic released by the US Department of Labor, there are roughly 800,000 people who describe themselves as financial planners. The interesting part is that most of these people have differing job descriptions as well as responsibilities.

To put it simply, ‘financial planner’ is a broad term. There are multiple positions that might qualify as being a financial planner in Hunters Creek, FL. This means that you’ll have a wide variety of options regarding what seems more interesting and lucrative to you. There’s also the question of how apt a person is for each position. An Account Manager and an Account Executive are both financial planners, yet their jobs are completely different. While an Account Manager has to constantly crunch numbers and keep the cash flowing, an Account Executive is the one who’s in charge of taking care of the customers and ensuring that they’re satisfied with the service. To make matters even more interesting, there’s a Senior Account Executive as well, whose job is to handle the top clients of a firm and to keep bringing them new and more profitable business investment opportunities. All three are financial planners, with different roles altogether.

Once you’ve made up your mind that this is the field and the job for you, you’ll need to figure out which aspect of this job you can really excel at and develop a deeper understanding and a diverse skill set, which might aid you in your job.

When to start:

This is one of the most important questions in this particular field. When can I start my journey to become a financial planner in Hunters Creek, FL? There’s no particular age limit but you’re expected to be at least a Bachelor’s graduate. There are instances and positions where even a Bachelor’s degree might not be mandatory but it will imbue you with the basic tools and skills that you’ll need.

However, if you’ve made up your mind that you’re not going to get a Bachelor’s simply to get a few skills that might help you out as a financial planner in Hunters Creek, FL then there is a potent Plan B for you i.e. internships. Internships are both a practical and pragmatic alternative to getting a degree. The reason for that is that it will allow you to get an in-depth look into the industry that you plan on working for as well as learning the basic ins and outs.

You should keep this in mind; however, that since you don’t hold a basic degree, it might not be as easy to get an internship either. Most of the top financial firms look for candidates that already have basic knowledge and can begin their journey up the corporate ladder as a financial planner in Hunters Creek, FL from the get go. And on top of that, your pay during this period might be nowhere near the handsome sums that a thoroughly qualified financial planner in Hunters Creek, FL makes.

Keep networking:

If you’re lucky enough to secure yourself an internship at a reputable financial institution without a degree then you’ve taken the first step. However, you must realize that you’re still a small fish in a big pond. You must view this internship as an opportunity to create a better future for yourself. You might work really hard but once you’re in the corporate world, connections matter just as much. Yes, the dread “networking” phase.

For a young and ambitious future financial planner in Hunters Creek, FL, it is critical that you forge relationships and friendships with people across your industry. Not only will this increase your value within the company but also open new ventures and gates of opportunities for you. At this stage i.e. an internship, your seniors at the firm will want to gauge your mettle. Hence, it is important that you demonstrate through your conduct and behavior that you are serious in your ambitions. Dress well, be punctual, follow the boss’ instructions and be willing to learn. All these actions will cement your foundations as a financial planner in Hunters Creek, FL.

The inspiration:

It is important to have a role model when you decide to embark upon your journey as a financial planner in Hunters Creek, FL. It helps in distinct ways such as it allows you to know exactly what’s expected from you and what qualities you’ll need to harness in yourself to become a good and reliable financial planner in Hunters Creek, FL.

The inspiration can come from other unorthodox sources as well. There are a lot of cases where simply being at a hedge fund corporation inspired someone to pursue a career as a financial planner in Hunters Creek, FL. The process will be long and arduous, so you’ll need a distinct idea of what you’re getting into. Once you do get your certification as a financial planner in Hunters Creek, FL, life becomes both easy and difficult simultaneously in different terms.

There’s also the allure that comes with the tag. The old phrase “dress for the job you want and not the job that you have”. This is true in the sense that a financial planner in Hunters Creek, FL will certainly be expected to dress the part. With those custom tailored suits, silk ties, shiny cufflinks, bespoke shoes and the latest luxury sports car…it’s safe to say that a financial planner in Hunters Creek, FL has a certain sense of swagger to it. And it would not be a bad thing to consider all that as a firm motivator. After all, who wouldn’t want to have all that? It’s one of the few professions that provide a splendid mixture of money, success and a lifestyle that others would genuinely be envious of.

The preparations:

Motivation and inspiration are great feelings to have. They can help you through a lot of testing periods during your pursuit of a career as a financial planner in Hunters Creek, FL. However, it is equally important to put some practical thought and action into the fulfillment of your dream. All of that starts with your elementary preparations as well as basic understanding of what to expect.

If you plan on becoming a financial planner in Hunters Creek, FL, it is preferable but not mandatory that you have a finance background. A Bachelor’s is an added bonus and makes your case even stronger as it will most likely mean that you’ll have some sort of grasp over the subjects you’ll be working with. Practical experience as well as relevant freelancing also enables you to gain an edge over others that are just starting out as a financial planner in Hunters Creek, FL. After all your studies and some years of practicing as a junior broker at a financial firm you’ll have to get your Securities License Exam (Series 7).

For those who’re still in school but have made up their minds about being a financial planner in Hunters Creek, FL, internships will be incredibly useful as it’ll not only give you a practical insight into the field you’re planning to enter but also aid you in networking.

You’ll probably end up working for an established financial planner who’ll share various tips and advices. It is important that you treat these tips as seriously as possible as they’ll help you navigate your way through the initial years as well as avoid any serious blunders. It is also the wisest decision to try and get their first hand experiences. Every financial planner in Hunters Creek, FL was once in a similar position where they were just beginners in their field. Those years of handwork, persistence and expertise are a treasure that you should be looking to tap into as much as possible.

The competition:

Make no mistake, a financial planner in Hunters Creek, FL is a very competitive position and that’s one of the reasons it has one of the highest attrition rates in the country. That can be down to two factors. Either the professionals are not constantly improving their game or there’s always someone better than them ready to take their place. That is one of the highlights of this profession. Even after you’ve gotten that elusive CFP® credentials, you’re expected to take educational courses every two years just to keep those credentials.

After all, this is a certification and not a degree. A financial planner in Hunters Creek, FL is responsible for handling millions of dollars of other people’s money. Most of the time, this is savings or retirement funds that people have handed over to them in the hopes of securing their investment. Hence, it is important to ensure that the person handling their money is constantly improving themselves and refining their skill set. Even a minor mistake can lead to thousands of dollars in losses.

Going solo:

The real perks of being a financial planner in Hunters Creek, FL will start coming once you start your own firm. Once you’ve gotten your relevant certification you’re qualified enough to handle those big sharks and those lucrative clients. As a financial planner in Hunters Creek, FL you’ll need to build up your customer pool by doing a bit of your own marketing. This is where your networking as a financial planner in Hunters Creek, FL will really come into effect. By the time you’re at this stage, you will have forged several professional relationships. You’ll need how to use them properly in order to build a sustainable business as a financial planner in Hunters Creek, FL.

Apart from your business, you’ll also need to hire employees and other interns. From a position of a financial planner in Hunters Creek, FL it’s similar to train the financial planners of tomorrow just as someone probably trained you. It’s this kind of a perpetual process that keeps enriching your skill set and helps you grow as a financial planner in Hunters Creek, FL.

At Freedom Insurance we can help you make a strategic financial plan to meet your goals.  Please call us at 407-344-1012, or email us at [email protected] to schedule your free initial consultation. 

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