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Financial Advising As a Second Career

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Key Points

  • Becoming a Financial Advisor enables you to enjoy an unlimited income potential, flexibility with time and workplace while having a long-term and life-changing influence on your clients’ lives.
  • This career choice is ideally suited for individuals who want to make a difference in other people’s lives and enjoy developing life-long relationships.
  • As a financial advisor, you can become part of the fabric of your community.
  • Visit The Financial Today’s homepage for more stories.

It is easy to see why US News ranked Financial Advisor in 6th place in the best business jobs for the year 2020. This career enables you to enjoy an unlimited income potential, flexibility with time and workplace while having a long-term and life-changing influence on your clients’ lives.

This career choice is ideally suited for individuals who want to make a difference in other people’s lives and enjoy developing life-long relationships. The best second-act financial advisors are individuals with grit who have a history of overcoming challenges and who have had a track record of previous success. Integrity, caring and competence are a few other worthy qualities as well.

Having the perspective of real-life experience is a big advantage for second career financial advisors as they have come to appreciate how financial, personal, and professional facets of life can overlap and evolve over the years.

The Many Rewards of Being a Financial Advisor

The rewarding aspects of working as an advisor don’t end with the ability to help others improve their financial circumstances. No two days are ever the same, and there are new opportunities to grow, learn, and achieve around every corner—not to mention the interesting people you get to meet on a daily basis. As a financial advisor, you can become part of the fabric of your community.

You also get to be an entrepreneur. Having a financial advisory practice can be like running your own business but with the resources and strength of a support system behind you.

Questions to Ask Yourself

If you are considering to become a Financial Advisor as your second career, whether full-time or part-time, ask yourself these questions:

  • Can you see yourself working to make a difference in the lives of others by helping them plan for their life goals and retirement?
  • Are you ready to challenge yourself in new, interesting and rewarding ways?
  • Are you a professional with an extensive network of friends and acquaintances?
  • Do you find yourself interested in investments and how they affect our personal financial futures?
  • Do you have what it takes to find and influence people to trust and work with you as their advisor?

If you find yourself answering “yes,” then a second career as a financial advisor may be a rewarding path for you.


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