Tuesday, June 10, 2025

Advice


full image - Repost: Advice (from Reddit.com, Advice)
Hey everyone, This may have been answered earlier but didn’t find it. I am 26, recently moved and quit my job in the golf industry working in marketing. I received a minor in FP, and want to make the change into wealth management, preferably an RIA. I have all the classroom credit done for the CFP, and am studying for the exams etc. My issue is that I haven’t had any luck in landing a gig. I have been profusely looking for a CSA, or associate FP role. But most places just say no, or need more experience etc. I have networked like crazy, but they all say they will keep an ear open, but they aren’t really hiring right now.Any ideas on how I can change my approach, should I try and get Series 65 to strengthen resume, etc. Thanks for the time.


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