Kevin Dunford is an Associate Financial Advisor at Switchpoint Financial Planning, and he stops by the show to share his story of pivoting to financial planning from his dream of being an ophthalmologist. If you are looking for a great fit Associate Planner position, this is an episode for you!
Listen in as Kevin shares the events that led him to switch his major and explore career paths outside of ophthalmology, how his interest in financial planning was sparked, and how his undergraduate program helped him secure an internship with a broker-dealer firm. We also discuss how relocating to Arizona to be closer to family turned out to be a great career move for him, what his career path looked like after leaving his job at a large asset manager, and of course, tips for new planners.
What You'll Learn In Today's Episode:
- How Kevin got interested in financial planning. (2:20)
- Why he decided to go with a virtual firm. (8:50)
- The different tiers at Switchpoint Financial. (12:45)
- What Kevin’s current role entails and where he goes from here. (17:50)
- What has been the most challenging part of his career so far. (19:20)
Ideas Worth Sharing:“I wasn’t sure what I was signing up for, but it really opened my eyes to the need for pro bono work.” - Kevin Dunford Click To Tweet “This job just fell into place like it was meant to be.” - Kevin Dunford Click To Tweet “It doesn’t matter how much money you have with us, we’re going to charge you that flat fee.” - Kevin Dunford Click To Tweet
Resources In Today's Episode:
- Kevin Dunford: LinkedIn
In this roadmap, you'll be guided through the details of various stages of your financial planner career, including position descriptions, licensing, skill and experience level requirements, and compensation ranges.
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