Last month we shared some behind the scenes of how we pair the best candidates and clients. When it comes to which candidates we chose to work with, we seek out candidates who demonstrate a passion for the profession, commitment to their career, and a sense of urgency/initiative. We have found that these intangibles have proven a very high indicator of career success. This month, we dive deeper into how candidates can demonstrate those attributes. Here are the personal stories of three new planners who embody mastering the intangibles.
Passion for the Profession:
Hayley Swaim shares her early determination to become a financial planner, leading her to complete two internships before even starting college. She also dives into her journey of initiating a financial planning student organization, landing a part-time role at her current firm during college, and her rapid ascent to a team lead position just two years post-graduation. Her full story along with a transcript of our interview can be found here:
Commitment to Career:
Bryan Schneider discusses juggling a rigorous schedule, including enrolling in a CFP Certificate program while working for the basketball team and managing a full undergraduate course load. You'll hear his vision for financial planning, his career aspirations, and valuable advice for fellow students on the path to becoming a Certified Financial Planner. His complete story along with a transcript of our interview can be found here:
Initiative/Sense of Urgency:
Makemma Cockrell Wolf shares her initial aspirations of a career in law, only to find her true calling in financial planning through a university assessment. She also details her experiences at the TTU financial planning program, securing multiple internships, and navigating a challenging job market due to stock market fluctuations. You'll hear Makemma's insights into her current role, early-career reflections, and advice for fresh graduates eyeing positions at smaller RIAs and how she continues to push forward to make great things happen for her career. Her full story along with a transcript of our interview can be found here:
We hope these were helpful to you. If you would like our help in finding a great fit firm so you can experience massive career growth and success, submit your resume here, or reach out to us at candidate@newplannerrecruiting.com
