Learn more on this episode of Fairygodboss radio hosted by Fairygodboss Diversity Advisor, Aisha Alleyne, as Katie Warchol, an Edward Jones financial advisor, shares advice on how to navigate a career change and recognize your transferrable skills.
00:00 – Meet Aisha Alleyene and Katie Warhol
03:05 – Katie’s Career Path to Financial Advising
07:10 – The Skills to Be a Financial Advisor
08:45 – Katie’s Mentors throughout her Career Reinvention
11:15 – Advice for Women looking to Make a Career Reinvention and Pivot
13:35 – Aspects and Benefits Attracted Katie to Edward Jones
16:57- A Day in the Life of a Financial Advisor
18:27 – Advice for Women Wanting to become a Financial Advisor at Edward Jones
20:10 – Q&A: What’s your favorite thing about working at Edward Jones?
20:44 – Q&A: Who has been the most influential women in your life?
20:10 – Q&A: Are there opportunities at Edward Jones for women to educate themselves in finances?
23:17 – Q&A: Katie’s experience at Edward Jones
25:15 – Q&A: What does career trajectory look like at Edward Jones?
26:29 – Q&A: What are some of the strengths women possess that make them strong financial advisors?
28:56 – Q&A: Thoughts on people looking to make a career change late into their career
30:05 – Q&A: How do you suggest marketing yourself in interviews and on your resume without a background in finances?
32:31 – Q&A: What types of licensing is required to become a financial advisor at Edward Jones?
33:50 – Q&A: Are there remote opportunities available?
33:52 – Q&A: Have you struggled as a women in a historically male dominated industry?
36:35 – Q&A: What advice would you give to your younger self?
37:38 – Final Thoughts
#edwardjones #financialadvisor #financialadvisors
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