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Eli
Student
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When did you realize you wanted to become a financial advisor?
11th Grader at Grundy Center Highschool
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Tom Jose
Principal Product Manager
5
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Kozhikode, Kerala, India
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Tom’s Answer
Great question! I am not a financial advisor but I checked with someone in that field and here is what they said.
"I realized I wanted to become a financial advisor during college. I started off studying general business, but in my finance courses, I found myself drawn to topics about personal finance and investing. I loved the idea of helping people make smart choices with their money and seeing how those choices could positively impact their lives over time.
I also had a mentor who was a financial advisor, and through job shadowing, I got to see firsthand how rewarding it was to work with clients and help them reach their goals—whether it was saving for a home, planning for retirement, or making investments. Seeing the trust clients had in their advisor was inspiring and really solidified my interest.
Since then, I’ve found that every day in this career is a chance to learn something new, build relationships, and make a positive difference. For me, it’s that combination of financial knowledge, problem-solving, and personal connections that makes being a financial advisor so fulfilling."
I hope the above helps but please feel free to ask more if needed.
"I realized I wanted to become a financial advisor during college. I started off studying general business, but in my finance courses, I found myself drawn to topics about personal finance and investing. I loved the idea of helping people make smart choices with their money and seeing how those choices could positively impact their lives over time.
I also had a mentor who was a financial advisor, and through job shadowing, I got to see firsthand how rewarding it was to work with clients and help them reach their goals—whether it was saving for a home, planning for retirement, or making investments. Seeing the trust clients had in their advisor was inspiring and really solidified my interest.
Since then, I’ve found that every day in this career is a chance to learn something new, build relationships, and make a positive difference. For me, it’s that combination of financial knowledge, problem-solving, and personal connections that makes being a financial advisor so fulfilling."
I hope the above helps but please feel free to ask more if needed.