Best path to becoming an independent advisor?
Hi everyone,
I work at one of the large financial services firms (Schwab/Fidelity/Vanguard type environment) in an entry-level advisor role. I’ve been there for about a year and a half. Most of my job is taking client calls, helping with service needs, having planning conversations, and recommending managed accounts or mutual funds when appropriate.
Long term, I’d like to become an independent advisor and eventually build my own practice. I’m currently working through the CFP education and hoping to sit for the exam sometime next year.
I feel like I’m getting valuable experience, but I’m still unsure what the smartest next step is from here for someone with that long-term goal.
For those who went independent, what experience or skills helped you the most before making the jump?