Financial Planning Assistant?

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Jun 5, 2012 5:46 pm


I have my bachelor’s in finance and have been working in life insurance for the past year and a half, but I’m ready to get away from the prospecting grind to a job with more certainty. Obviously that rules out training programs at EJ, ML, and the like, but at the same time I’d still like to learn more about financial planning beyond just insurance.



I’m wondering if trying to get a job as a financial planning assistant (or some other position in the office) would be a good option for me, as it would allow me to learn from an experienced advisor and get a better idea of whether or not it’s something I’d like to pursue as a career someday. I have a list of the top advisors in my area, and am considering sending them my resume and asking if they’re looking for any sort of help.




Thoughts? Valid idea? Bad idea?

Jun 5, 2012 8:14 pm

Also, is there a difference between a paraplanner and a financial planning assistant, or are they both just terms for doing the grunt work of an adviser?