How many years does the typical paraplanning role last before transitioning to a servicing advisor? Current firm initially stated 2 years during interview process, since joining have heard them say anywhere from 3-5 years. Had about 2 YOE before joining.

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It really depends. I was a paraplanner for 4 years before becoming an advisor, but I left the firm I was at to do it. I got my CFP while working as a paraplanner so I could be more marketable as an advisor. If you aren't getting what you need where you are as far as career track you may need to look around

I’ve found most companies (that aren’t bulge brackets) are typically meritocracies; if you show your worth you’ll reap the rewards. Make a point of what was discussed and your aspirations in 1:1s / review meetings and make sure it’s documented. Also, don’t underestimate the power of ‘don’t ask, don’t get’

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Referral alert! CGI

👋 Hello Fishbowl Family,
To view all open positions, visit CGI Careers: 
https://bit.ly/3xw9yIR
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