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Changing Careers to Become a Financial Advisor? Here’s What to Know

By Tobias Salinger January 17, 2025 Financial Planning

Getting a foothold in the financial planning profession remains difficult for career changers, and there are still a lot of misconceptions about careers in wealth management. Compensation often proves to be a contentious topic for advisors who criticize sales-driven conflicts of interest or planners who pushed back on the portrayal of their calling as easy in a recent ad campaign by CFP Board.

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Financial Planning
Tobias Salinger
January 17, 2025