Has anyone made the transition from business development as a financial advisor to being the actual financial planner for a team?

Currently have 6.5YOE as an FA bringing in business, but would prefer to be in more of a planning role.

Sitting for the CFP in November if that helps.

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With your experience and the fact that you'll have a CFP, I don't see much of anything that could stand in the way of you making that pivot.

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It might be the level of roles you're applying to...personally, I think it's just about consistency - keep trying and something will come up!

Yes. A lot of the roles hiring right now are requiring the CFP to move to a Financial Planner role. I know Morgan Stanley has the role of a FP for their teams assigned to a region, could look to them for that job.

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