Older career changer, zero FP or sales experience, where to start?

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Dec 18, 2011 9:55 pm

I'm a novice investor who has always been fascinated with FP; I'd like to make it my second career.  This said, however, I prefer not to do any door knocking.  I don't mind making warm calls or following up on leads, but the EJ model is not for me.  I was thinking more along the lines of retail banking or any other outfit where I work on leads.

Pros:  I have extensive management experience and I can speak with people comfortably; I also have a decent nest egg, so low-income to start is not a problem.

Con:  I'm not too keen on door knocking or forcing products to family and friends.

Dec 19, 2011 2:43 pm

Are you wanting a financial planner's position or a desk job? Are you licensed? If so, which states?

Dec 19, 2011 9:16 pm

double post

Dec 19, 2011 9:16 pm

I'm in Garden CIty, New York, but can travel into the city for work.  I have no licenses, and will require a firm to sponsor me for 7/66.  I thought about taking the 65 on my own.  I would like a financial planner's position; I like dealing with people so a desk job with no customer interaction is not what I'm looking for. 

Dec 19, 2011 10:03 pm

Do you have a network of people you can easily get in front of and you are pretty sure will view as having believability in the financial world? Do you have significant need for income or can you make a go of it with limited cash flow?