CFP w/ no advisor experience
I’m 4 years removed from college; 2 at a large BD, 2 in banking. Both roles were very similar, essentially building relationships and getting paid more by successfully referring clients to advisors.
I’m tired of not being able to own the relationship, and get more in-depth with my clients. I sit for CFP in November and can’t wait to shop around other job opportunities with my letters, and finally be able work my dream.
However - I fear that the job search won’t be nearly as fruitful as I want. And that with 0 experience as an advisor, the letters won’t carry too much weight for me getting in a good position.
I’d imagine others can relate back from earlier in their careers, or feel as I do in current situation. Any feedback, experience, advice or insights are very appreciated.