*Ostroff, Fair and Company>>>Financial Services

What is the best way to break into the financial services/advisor field?

Should I study for the Series 6 and or 7 on my own, pursue a MBA, try to get into a companies training program? It seems very difficult to get your foot in the door in this field.

Any serious suggestions or advice from people currently in the field?

An MBA is definitely not necessary.

While a CFP is one route, and definitely a GOOD route, it isn't absolutely necessary either.

You will need your life insurance license and a series 7. (You might get by with a 6, but WHY? So you can have someone else talk to your clients about their stocks?)

To get in the door, you might call advisory companies, such as Lincoln Financial Advisors, Charles Schwab, etc, and talk to their recruiters. That kind of setting is actually the best place to start a financial planning practice, because of the support they offer.

Only go into this field if you enjoy talking with people on the phone. If you don't like the PHONE, do something else!

Good luck! Source(s): 18 years in financial services.

you have to take and pass the CFP exam

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