From Financial Pupil to Financial Planner | ThinkAdvisor by Megan Bader


It has been four years since I finished graduate school. I have finally assumed the role of financial planner for which I spent all those late nights and holidays writing papers. It really is as good as I imagined, but despite all the schooling and professional exams I took to prepare, it is no walk in the park.

Over the last year, I have been in transition from an analyst in our firm’s in-house research department to working as an associate planner with one of the financial planning practices at our firm. I work on a team of five where we are all responsible for the same book of clients, but each have different roles to ensure our clients are well-served. I am tasked specifically with taking client cases and generating planning ideas and recommendations to help our senior planners with both current and new clients.


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