Please help. I am a top producing financial advisor (mostly insurance) and I hate my job. Im so sick of feeling like all I do is prospect for clients to sell whole life to. I have a series 7 & 66 and life and health. I just want to do something in the financial world. Whether that be actually advising clients, investment banking, or anything. I’m 25 years old and have a year of experience. What are some options?

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I just want to actually help people who are looking for help. Not have to plant interest into random peoples minds and then sell them shit to survive.

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Have you considered a pivot to business continuity but in the financial services realm? Doesn’t pay the big bucks but you’d be doing good work!

How about becoming a financial coach for those in need or underprivileged?

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So to clarify -- you wouldn't want to sell financial products (mutual funds, investments etc.) and are more interested in directly working in finance?

But honestly getting out of advising and working in finance would be fine too.

What specific roles in financial field are you eyeing for? Frist, build you network. Join groups or organizations engaged in financial business. Attend seminars and conventions so you can meet different people who may actually help you with find a job that perfectly fits your interest.

Shift to wealth management

That’s what I thought I was going to be doing when I got into this position. “Financial Advisor” is basically a sales person

Move into wealth mgmt home office. Idk where you are but it’s pretty easy pivot at MS

What are your interests and passion? If you're not quite sure, then I think you should talk to a career coach first.

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