I’ve got my 7, 66, CFP, and CIMA with roughly 3.5 years industry experience. I started a new role at the paraplanner level… is this a bit of an undersell? Or is that along the industry timeline?

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Congratulations for all of those credentials.
Most important thing to do now is get client facing time experience. Passing exams, Putting plans together ect gives you a great base but working with clients is crucial for long term success.

What does your industry experience entail? And what's your career goal?

I think they are holding you back. I'd suggest having a frank conversation with them about what they see your career path to be there and then decided whether it aligns with your own. If theirs is too restrictive or vague, start looking for something else. There are plenty of opportunities out there for someone like you.

You need to get to an advising client facing role. That paraplanner role is beneath your skill level

Definitely an undersell but I hope they’re paying you appropriately. Have you been with the same practice this whole time?

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