For recent Temple grad, career as a financial adviser is a dream job

A former marketing major, Kelly Bradley said she fell in love with financial planning during her first class

May 29, 2018 @ 1:36 pm

By Ryan W. Neal

This is another in a series of stories about recent college graduates and their first job in the financial advisory profession.

Few 22-year-olds know exactly what kind of career they want, but Kelly Bradley feels like she already has her dream job.

Ms. Bradley, who graduated May 10 with a bachelor's degree in financial planning from Temple University, now works as an associate for Trinity Wealth Management, an independent advisory firm in Berwyn, Pa.

The job began as an internship during the summer of 2017, but Ms. Bradley's interest in financial planning began much earlier.

"Growing up, I was always doing spreadsheets and stuff," she said. Instead of running to the mall with $50 she earned babysitting, she would instead sit and budget it out.

Ms. Bradley originally studied marketing at Temple University, but an academic adviser suggested she try out the school's financial planning program. Seeing a chance to use her natural talent in business and analytics in a more interpersonal way, Ms. Bradley said she fell in love in her first class.

(More: College planning programs in need of financial aid)

"You're kind of like their therapist and their financial adviser," she told InvestmentNews. "It's a great mix."

Ms. Bradley was invited by her professor to attend TD Ameritrade Institutional's National LINC conference in 2017, where she met Marjorie Wentz, an adviser at Trinity. The two connected, and Ms. Bradley eventually asked if the firm would consider taking her on as an intern.

Ms. Bradley is studying for her Series 65 exam so she can officially take on the title of adviser. She's already planning to become a certified financial planner and has the date circled in 2020 when she'll have the two-years' worth of experience required for the designation, provided she passes the CFP exam.

For now, Ms. Bradley spends her days sitting in client review meetings, taking notes, inputting information to eMoney Advisor and helping the firm's advisers, Charles Mann and Ms. Wentz, with whatever they need to build financial plans.

"What I'm doing now, it's my dream job. I didn't think I would get this lucky to already be sitting in meetings," she said. "I just really love giving people that financial peace. When you can help someone get that sense of relief, that makes my day."

Her goal is to eventually have her own book of business and expand her role in the industry, but Ms. Bradley isn't yet thinking ahead to owning her own business.

"I haven't thought that far down the road, but as long as I'm in this industry I can see myself being very happy."


What do you think?

View comments

Recommended for you

Featured video


Dynasty's Penney: The professionalization of the RIA industry

The RIA profession is evolving rapidly, but why and how? Shirl Penney of Dynasty Financial examines how the industry is growing and consolidating and what's next.

Latest news & opinion

Small broker-dealers seek legislative relief from annual audits

Bills introduced in House, Senate would remove PCAOB requirement.

Meet our new 40 Under 40s

For a fifth year, InvestmentNews is proud to shine a spotlight on the amazing accomplishments and potential of top young financial professionals.

Merrill re-evaluates commission ban in retirement accounts

The wirehouse's wealth management group announces a fresh look at the ban now that the DOL rule is on the brink of death.

10 biggest retirement mistakes

Adhere to enrollment deadlines and distribution rules or pay a hefty penalty.

DOL fiduciary rule on brink of death as key deadline passes

Justice Department didn't petition the Supreme Court to rehear the case. A mandate from the 5th Circuit would finally lay the fiduciary rule to rest.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print