Career change suggestios

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ryelou's picture
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Joined: 2012-11-11

I'm not happy with where my "career" is headed, so I'm considering moving to the finance industry.  I'm 29 years old and have a BS in Marketing and will finish my Masters of Management program in March.  A lot would have to fall in place for this to work, but this is my plan:

Once I finish my masters, I plan on enrolling in a certificate program for Financial Planning.  ( http://www.oakland.edu/pfp )  The program technically meets the requirements to sit for the CFP exam, but obviously I'll have to get some professional experience before I even need to worry about that.  In the mean time, I plan to start studying for my Series 63 exam, which shouldn't be too bad.  This should help me get a job in the industry and once I'm there I can worry about the Series 7 and the steps before and after that lead up to the CFP exam. 

I do have a few questions though if someone doesn't mind helping out.  I have no experience in this industry.  I have taken courses obviously throughout my bachelor's and master's programs, and the certificate program will help a lot, but I currently work in the automotive industry with sales and retail experience.  I do have management experience, but I don't know that it's going to matter.  What type of job would you suggest I seek out to break in to the industry?  Should I try for something within the banking industry or should I see if I can find something at a smaller financial firm?  Part of the problem is I couldn't start at too basic of a position because I couldn't afford too steep of a paycut, assuming I'll have to take one at all.  I'd need to find something with at least $45k/year.  I'm a very quick learner and am whole-heartedly in for this life change, so I'm not worried about having to learn new information or processes.

Any  suggestions people have for me are welcomed.  If someone has some insight for any of this, or knows of a specific challange that will present itself, please let me know!

 

Thanks in advance.  Also, this is my first post, so go easy on me.

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