The first days of a professional job bring challenges of new personalities and procedures for everyone.
But for recent graduates of college financial planning programs — many facing full-time work for the first time — being thrown into the world of investments, compliance and analytics within minutes of finishing benefits paperwork can be a wake-up call.
InvestmentNews is following six next-generation advisers as they begin their careers to experience with them their first year in the financial advice industry. In this second installment of Year 1 (the first ran June 10), we check back with our group to discover how their perspectives have changed after spending a few months in their new positions.
Many seemed surprised at the depth of preparation that client meetings require and the breadth of due diligence for investments. Nearly all the 20-something professionals mentioned the steep learning curve. With the exception of one recent graduate who already has moved in another career direction, they also expressed pride in their ability to master enough of the planning and investment processes to become valuable members of their firms.
Here are their stories: