Requesting Advice: How to build a Career in Behavioral Economics
Hi everyone! I’ve been interested in behavioral economics since taking a Psychology of Finance course in college.
I studied Finance and Financial Planning, started my career at Merrill, spent several years in investment-bank compliance, and now work at an independent RIA as an Associate. I hold the SIE and Series 66, have completed my CFP coursework, and am currently studying to sit for the CFP exam in November.
Over time, I’ve kept finding myself drawn back to behavioral finance. The question I keep coming back to is: How do you actually build a successful career in this space?
I know behavioral economics can overlap with finance, fintech, consumer research, product, marketing, consulting, public policy, and benefits, but I’m unclear on the most realistic entry points for someone with my background.
For those working in or adjacent to behavioral economics or something similar:
- What job titles or career paths should I research?
- How did you get started?
- Are there any specific skills, programs, or companies worth exploring? Or type of experience that matters most?
- Is there a place for someone coming from wealth management/financial planning, or are there adjacent roles that would make more sense first?
I would genuinely greatly appreciate any advice, resources, or honest perspectives from anyone who has found their way into this field or works near it. Thank you so much!