I just got a job as a financial planning assistant, helping the advisors with client meetings, making trades, all the admin stuff. Thinking ahead, if I enjoy it and want to work my way up to some kind of advising role, what would that be, given these factors?
- I want to help people who may not already be wealthy get their finances sorted out—debt paydown and savings strategies, budgeting, basic retirement and investment knowledge, planning ahead for college/estate, etc.
- Not interested in advising on particular stocks/funds, trading, high-pressure stuff.
- Coaching, empathy, basic financial literacy vs. sales, ultra wealth, intricate market stuff
There will likely be a chance for me to work towards becoming a CFP if I so desire. Is that the title I'd want to aim for given my interests, or is that not necessary? Like, if I were just going to be a financial coach, what kind of certification would give me legitimate credentials?
u/83firefly — 13 days ago