For Suzie Eyrich, CFP®, working within a bank has opened many career opportunities (and paths!) that are not readily available in other areas of financial planning. In today’s episode, Suzie shares how she navigated the banking environment from starting out as a teller to her role now as a financial planner.
Suzie also dives into what it means for a new planner to advocate for themselves and their career, how to find mentors who will guide you, and what it means to network well. Suzie shares how she has grown professionally from volunteering in various professional associations and how stepping outside of her comfort zone has impacted her career positively.
Now that she’s a decade into her financial planning career, Suzie now has a wide range of experiences to guide clients in her role as a financial planner. She earned that experience while working for two banks, a RIA practice, and now with a big bank - BMO. In this episode, Suzie shares her experiences at both an RIA and a bank that leads with financial planning, how to grow your experience as a new planner, and the best ways to confidently (and respectfully) advocate for yourself and the career you want!
What You’ll Learn:
- How to get started as a financial planner at a bank
- The best way to approach your boss about the job you want, or new opportunities you’re interested in
- The benefits of shadowing a financial planner as a new professional, and how to find a mentor in the workplace
- What financial planning at a bank looks like
- The pros and cons of working with both a smaller RIA and a larger bank