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What is the process like entering the workspace is it hard to get into that setting and begin that career path??

I was wondering about how being a worker in the field with working with stocks was like I'm really interested in it. I'm just not sure what the process of starting and going through it is.

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Kevin P’s Answer

Hey there Aaryn, so there are alot of different fields that function in what you are referring to. But I’ll narrow it down to two just for the conversation.

Financial Advising and financial analyst. They are very different from one another but both deal with stocks very closely. Both have different levels of stress but both can be very very financially lucrative.

Financial Advisors deal with people and help them big the right stocks or portfolio of funds for their investment needs. You might work in a retail bank or some other office setting meeting with clients. You need to have great people skills, sales skills, and obviously deep knowledge of stocks and how they fit into a specific clients portfolio. You need licenses in order to advise on this. Banks will help you with that. Some have a CFP designation as well. Certified Financial Professional.

Financial Analysts look at a companies stock performance and then decide if it’s a good investment or bad investment. You don’t deal with clients so much here but it’s highly analytical and very much math based. Lots of computer and spreadsheet analysis. So it’s more individual to you. This leads to Investment Banking. To be competitive here you may need to have a CFA. Chartered Financial Analyst. This test is very intense.

Either way, college degrees help here. Finance or economics are great areas to focus. Working for a bank or investment firm is a plus. You can do it but you’re looking into a competitive field. So you have to stay focused!
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Lindsay’s Answer

Hi! I recommend conducting some informational interviews with people who work in the field you're interested in. This will give you a good idea of what a day in the life is like! Here's a sample script that you could use to request an informational interview via email or you could tailor it if making the request in person/over the phone:

**Subject:** Request for Informational Interview

Hi [Name],

I hope this message finds you well. My name is [Your Name], and I’m currently [briefly describe your current role, studies, or interests]. I’ve been following your work in [specific area/industry], and I admire your experience and insights.

I’m very interested in learning more about [specific field or area of their expertise], and I would greatly appreciate the opportunity to hear about your career journey and any advice you might have for someone looking to grow in this space. If you’re open to it, I would love to schedule a brief informational interview at your convenience.

Thank you for considering my request. I understand you have a busy schedule, so even 15–20 minutes would be incredibly valuable.

Best regards,
[Your Name]
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Rebecca’s Answer

Thank you for your question. I am glad to hear that you have interest on stock investment.
Below are my suggestions:
1. There are many stock investment related e.g. trader, asset manager financial analyst, financial planner, etc. You can find out more related careers online.
2. Find out more on these careers and determine you have interest
3. Speak to someone who are working in these careers. Seek guidance from your mentor, school career counselor, your parents, etc
4. Shortlist 1-2 careers you would like to pursue
5. Explore the entry criteria of relevant subjects in colleges
Hope this helps! Good luck!
May Almighty God bless you!
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