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What are Steps to Follow a Medical Career?

What are some steps I can take to become a FINANCIAL ANAYLST/ADVISOR?

  • I am a junior in college majoring in Banking and Finance. I am highly interested in working in investments and helping people plan for retirement. I aced a class project dealing with this and my teacher, as well as the whole class, said I found my niche. However, besides doing well in school, what are some steps or career paths I can follow to become a financial analyst. I am really passionate about helping people plan for retirement and I also see that it pays great money but you have to have 5 years of experience or more. If there are any CFOs or Financial Analyst/Advisors (and/or career counselors), I would glady take your advice and my appreciation is extended. It's usually hard for college students to find their niche. I've found mine and I want to know some good tips or paths to follow. Thank you.

  • Answer:

    I think the next step would probably be to try to get an internship in your field. I don't know where you attend school, but going to NY and working on Wall Street during the summer should definitely help you. Some companies that come to mind are Goldman Sachs, and Merrill Lynch. If you want to stay more local see if your local bank has any internship opps.

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CFO's tend to have accounting backgrounds. A financial planner is little more than a salesmen, typically dealing with insurance and stock related products. As such, you don't even need a college degree (altho it helps). Just find a company to sponsor you to take tests like the Series 7 test.

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