PLEASE HELP! I am currently an audit associate with 1.5 years big 4 experience and a year at a midsize firm before that. I want to become a financial advisor but I have no idea where to start. would I be going backwards switching professions and possibly take a pay cut or would someone be impressed with my experience? where do I start?

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Do you know anyone who is a current financial advisor or has a CFP license? Check your LinkedIn network and reach out to a 1st or 2nd degree contact? I’m sure one of them would be more than glad to have a chat. They’re sales people after all

Former CPA here. Feel free to DM me but long story is it’s not too late and it can be done.

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