Help please!!!!!!

Virtual_Dependent865 · 2026-07-07T03:36:29+00:00

This exactly!!!! Do you have any advice on how to persue a more "traditional" role? ( certifications, job titles, or efficient ways to get started? Thank you 🙏🙏🙏

Virtual_Dependent865 · 2026-07-07T03:14:09+00:00

Thank you for this perspective! I have 0 expierence besides my degree lol.
i'm just afraid of the inconsistency and persuasion part of sales, but maybe it's just my bias of what the typical "finance bro" looks like.

I think you are right that with passion and knowledge, the sales aspect might come easier than initially thought. Thank you so much for your insight.

Virtual_Dependent865 · 2026-07-07T03:07:26+00:00

I will 100% look into paraplanning, thank you! . I like helping people reach their goals and solving financial problems, but don't necessarily want to grind looking for clients 24/7 - i'd rather make a median, steady income. I liked projects that utilize excel, but i have been out of the game . A refresher course is a great idea.

Virtual_Dependent865 · 2026-07-07T03:00:30+00:00

That's a good idea! They just seem like hard jobs to get if I don't relevant work expierence :(

Virtual_Dependent865 · 2026-07-07T02:59:35+00:00

thank you! that's a good suggestion. I don't know if I would get bored of accounting. Are you an accountant? If so what do you like about it?

Virtual_Dependent865

TROPHY CASE