Discover your career: http://www.UnboxingCareersPodcast.com
ON THIS EPISODE: Mike Reynolds, a financial advisor at Janney Montgomery Scott, discusses the field of financial planning. As a financial advisor, Mike's role involves servicing existing clients, building new client relationships, and helping clients navigate their financial lives. He discusses the certifications required in the finance industry, the importance of continuous learning, insights into the work-life balance, and the stress of being entrusted with clients' financial security. Mike emphasizes the importance of internships and connections for college students interested in finance, and discusses the misconception that financial planners only focus on investments.
Hosted by Greg Zakowicz
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WHAT WE DISCUSS:
★ The Role of a Financial Advisor
★ Career Path and Education in Finance
★ A Week in the Life of a Financial Advisor
★ Work-Life Balance in Financial Planning
★ The Stress and Responsibility of Being a Financial Advisor
★ Advice for Students Interested in Finance
★ Finding Your Why
★ The Importance of Internships and Connections in College
★ Tips for Landing the First Job in the Financial Field
★ Misconceptions About Financial Planners
★ What Mike Wishes He Knew Sooner
★ The Most Rewarding Part of a Financial Planner's Career
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★★ CONNECT WITH MIKE ★★
WEBSITE:https://www.janney.com/
Email: https://www.janney.com/meet-janney/people/mike-reynolds
★★ CONNECT WITH US ★★
WEBSITE: http://www.UnboxingCareersPodcast.com
INSTAGRAM: https://www.instagram.com/unboxingcareerspodcast/
X: https://x.com/unboxingcareers
📦 Special thanks to http://www.ThoughtfulCollection.com 📦
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TAKEAWAYS:
★ Financial planning involves servicing existing clients and building new client relationships.
★ Continuous learning and certifications are important in the finance industry.
★ Financial advisors are entrusted with clients' financial security, which can be stressful.
★ Finding a work-life balance is important in the financial planning field.
★ High school students interested in finance can explore the field by reading material and understanding the requirements.
★ Personal experiences can shape your career path and help you find your why.
★ Internships and connections are crucial for college students interested in finance.
★ Financial planning is more than just investments; it involves comprehensive planning for various life events.
★ The financial planning field is becoming more diverse and inclusive.
★ The most rewarding part of a financial planner's career is helping clients achieve their financial goals.
★ Being open to saying 'I don't know' is important in any profession.
