Anora Gaudiano's path to becoming a financial advisor is different from that of most people in the industry. She spent nearly 20 years as a journalist before switching gears and embarking on a career ...

Stephen Maggard, a financial advisor with Abacus Planning Group in Columbia, South Carolina, was an Army officer who transitioned to financial planning in 2019 after taking some CFP classes. They were ...

Ten years into a successful career as a certified public accountant, Scott Giljum couldn't shake the feeling that something was missing. "I didn't feel like I was making a difference, and that made ...

Know what it's like to work as a financial advisor. The financial advisor career is among the best business jobs and best-paying jobs, according to U.S. News' career rankings. It's evolved "from a ...

Leslie Tabor, director of Advisor Services Business Consulting & Education at Charles Schwab, said the research pointed out that the motivations and barriers of aspiring advisors differ in many ways, ...

As the financial advice profession faces record retirements and an urgent need for new talent, Amplified Planning, in ...

Becoming a financial advisor is a career path you might consider if you enjoy helping others and have a passion for finance. Like any other profession, there are both advantages and disadvantages to ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

In some ways, being a financial advisor is like being a therapist: You share in your clients’ biggest life events — such as having a baby, retiring and handling inheritance — and are often tasked with ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

This is part of what makes a career as a financial advisor so rewarding, but it’s also why becoming a financial advisor isn’t easy. “Giving advice to clients is a privilege,” says Rianka R. Dorsainvil ...