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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Yep! I have two members of my planning team who did this. Happy to chat more!

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There are also a lot of firms who hire planners to travel to big meetings with advisors to build complex plans and help close business. There’s usually not much recurring follow up with the client but you can get paid pretty decent in those roles and get to meet a lot of interesting and wealthy folks, all while focusing on planning.

Interview with a few firms looking to hire for this new role. It will give you a better understanding of company expectations. As a planner are you looking to be more or less client facing? There are roles for both and determining which side of the table you want to sit on makes a huge difference in figuring out your next opportunity. Hope that helps!

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