Podcast Center
Video Center
Webcasts
Resource Center
Events
May 29, 2017 at 08:00 PM
Many millennials are adamant about succeeding in the workplace while also figuring out a way to spend time on things that fuel their passions. For many of us, that means finding a profession and company that can help us meet those needs. For others, it means having a profession that offers the flexibility to make our personal lives more fulfilling on our own time. The financial planning profession can fulfill both of those desires, provided you are in the right firm and have negotiated the right situation.
If we find ourselves in a firm that does not allow flexibility to pursue our passions in different ways, there is a high likelihood that we will not stay there long. The key to achieving high job satisfaction is to figure out what will bring you joy on a daily basis and how you can incorporate that into your job.
Take Control of Your Career Path
Our profession attracts people who are bright, driven and entrepreneurial. We appreciate the transparency on the direction and philosophy of our employer to ensure it jibes with our viewpoints. Furthermore, we want to work at firms that value and take a collaborative approach to the fresh perspectives millennial talent can offer. At some firms, this may require new methods and the tearing down of some barriers to attract and retain young financial planners.
It can be difficult to admit when something is missing from a position you once loved. However, recognizing what you want enables you to look for ways to incorporate that missing element in your current position or future jobs.
Open a Dialogue With Your Firm
If there is something missing in your job fulfillment, getting that satisfaction requires creating an open dialogue with your supervisor about what you want. Make sure your boss knows what you are thinking so he or she can help you move in that direction. After all, replacing talent costs both time and money. There is currently a shortage of young financial planners, and the hiring of new professionals in the field is not keeping pace with the rate of advisors retiring. As a result, firm leaders really want to keep their top talent.
Talk with your manager about your desire to participate in outside activities, continuing education or industry associations and conferences. The firm’s investment in time and money for training or volunteering pays off in a more satisfied, loyal employee and potentially in contacts and opportunities that will lead to more business.
