How to Become a Financial Advisor
Updated: May 20, 2019
Rianka speaks to U.S. News about the steps needed to become a financial advisor.
In some ways, being a financial advisor is like being a therapist: You share in your clients’ biggest life events — like having a baby, retiring and handling inheritance — and are often tasked with helping them address their fears — like recessions or running out of money.
This is part of what makes a career as a financial advisor so rewarding — U.S. News & World Report ranked it as the eighth-best job in 2018 — but it’s also why becoming a financial advisor isn’t easy.
“Giving advice to clients is a privilege,” says Rianka R. Dorsainvil, a certified financial planner in the District of Columbia, and founder and president of Your Greatest Contribution. They’re trusting you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.
Is a financial advisor the right career for you? Read on to find out and, if it is, how to become a financial advisor.