901 Advizers
Byron
Financial Services Consultant
Capstone Partners Financial
Loyola Maymount university
UT Austin
Q1Career path
Financial Services
Career Path Exploration
Wealth Management
1:57
"To go into the field of financial consulting, where wealth management, there's two ways to go about it. You can go into the banking sector or you can go into the insurance sector."
Q2Main responsibilities
Networking
Financial Planning
Client Relationship Management
0:53
"And then obviously I'm still going out and looking for clients at the same time."
Q3Day in the life
Sales
Networking
Client Relationship Management
1:33
"Those two hours I dedicate to finding clients, scheduling meetings, scheduling appointments. So those two hours, I'm constantly making phone calls, constantly sending LinkedIn messages, constantly sending emails."
Q4Most important skills - role
Networking
Communication
Licenses and Exams
1:31
"Honestly, skill number one is, I wouldn't say you have to be an extroverted, but you have to be a people person."
Q5Favorite parts - role
Networking
Communication
Client Interaction
0:47
"Honestly, I'm an extrovert and I enjoy being able to meet up with people"
Q6Biggest challenge - role
Rejection Management
Financial Planning
Client Interaction
1:20
"Biggest challenge is you have to learn to get turned down"
Q7Favorite parts - industry
Financial Planning
Sales
Financial Services
1:12
"in the long run, it's gonna be a job that is going to give you passive income and a lot of flexibility as you get older."
Q8Who thrives in industry
Motivation
Perseverance
Resilience
1:16
"People who persevere more than anything typically do well in this industry."
Q9Wish known before - industry
Securities Licenses
Wealth Management
Financial Services
1:35
"I wish I would've taken my SIE exam a lot earlier. You can take it as a college student; you just have to be 18 or higher."
Q11Significant lesson - career
Resilience
Motivation
Overcoming Challenges
0:49
"For every step back, take two steps forward."
Q12College ideas for success
Internship
Career Exploration
Job Search
1:33
"Study something similar to what you want to do after university."
Q13How identity impacted career
Military Experience
Adaptability
Perseverance
1:22
"I think that had I not been a Marine, I definitely would've seen myself giving up in this industry a lot sooner."