U.S. News & World Report: How to Become a Financial Advisor at 40
Published on: Dec 7, 2020
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Becoming a financial advisor as a second career, especially becoming a financial advisor at 40, can be a great career decision.
"Career changers over 40 already have business and life experience; a few gray hairs can help with perceived credibility, as well," says Ryan Sullivan, managing director of Applied Insights at Hartford Funds. In fact, "some firms actively seek out career changers who have proven successful in other industries."
Here are the steps to become a financial advisor at 40:
- Decide if it's the right career for you.
- Interview people in the industry.
- Choose which firms to apply to.
- Get ready to apply.
To learn more, read the U.S. News & World Report report.