Thursday, May 5, 2011


I got a phone call about a resume I posted online a couple days ago.

It was from a financial advisory firm.

I was still half asleep when I answered the phone so I wasn't entirely sure off the bat whether or not it was actually happening. It was.

I pointed out that my degree was in Engineering, not finance. Apparently that doesn't matter.

Am I the only one that finds that more than a little unnerving?

I wonder if they were to find my blog and looked at the debt tallies on the side if they would still be calling me about a job...

But whatever, I told them they could send me the information if they'd like and I'd take a look at it. I watched all 19 of their Youtube videos and gave them a call. What could it hurt? Based on the fact that they didn't care that I had an Engineering background I knew before I called that it would be a commission base position. That being said, I am interested in finance, and it's better than sitting around waiting for an Engineering position to open up.

I'm still on the fence about whether or not I even want to be an Engineer anyway.

So, this morning I'm going to go talk to them. Something may come of it, or I might walk away shaking my head. Who knows, but its worth a shot.


Morgaine said...

Yes, happens to me all the time. My educational background is in Celtic Studies but I did work at a bank ... first job out of university. Does this qualify me as a financial advisor? No one but Investor's Group/Primerica/London Life would think so.

That being said, depending on how far you'd want to go and which route, you may only have to take the IFIC (mutual funds) or LLQP (life insurance) to be "qualified" (as per the firms above) to be a "financial advisor".

Keeping in mind that it will be 100% commission based and they won't provide you with any leads whatsoever, I would never consider it as a full-time career but maybe something I would do part-time. But, maybe you're a better "salesperson" than I am :)

Good Luck!

Morgaine said...

Sorry, I know my last post was already long, but I remembered something.

Primerica reps get a referral "bonus" when they sign on new people to be an advisor. Just keep that in mind if it is Primerica that called you.

Cassie said...

Yeah, I know what you mean. I went to see what they had to say, but I had my eyes open going in there.

I wouldn't be surprised if all 3 have referral bonuses. I found out about those yesterday when I was doing a little research (google)

Thanks for the heads up!

Trish said...

Hey now..I'm a bean and I have quite the debt load. But! I am good at counting other people's money, just not mine :)

Cassie said...

I have nothing against beans at all! I'm good with numbers too, but my money is still a mess.

Anonymous said...

I'm of an engineering background, as well, and a lot of my friends who are in engineering have finance jobs.

Hope that it works out for you. :)

Cassie said...

@fabulouslyfrugirl - That's interesting, I didn't know it was common. It seems like the transition would be reasonably easy though :)

Anonymous said...

Yeah, Wall Street hires a lot of math & science majors to run models - turns you have a better ability to make up models and dream up new ways finance products (think structured finance).