Player FM 앱으로 오프라인으로 전환하세요!
Ep #155: Leaving a Large Financial Services Firm to Become a Financial Counselor for Military Members with Tanner Merritt
Manage episode 381960153 series 2795396
Tanner Merritt is a Financial Counselor with Zeiders Enterprises, and he joins the show today to discuss his path into the financial planning profession. Starting with his transition after 6 years in the Army to majoring in Natural Resource Management, he ultimately made his way to financial counseling for the military.
Listen in as Tanner dives into the reasons for his transition, discussing the intricacies of his role, potential salary ranges, career trajectories, and strategies to combat financial stigmas within the military community. You'll hear about his journey from persisting with his major to pursuing a graduate degree, landing an internship with a small RIA, and subsequently joining a large financial services firm. He also gives invaluable tips for budding planners to enhance their marketability.
You can find show notes and more information by clicking here: https://bit.ly/3Fyuvra
212 에피소드
Manage episode 381960153 series 2795396
Tanner Merritt is a Financial Counselor with Zeiders Enterprises, and he joins the show today to discuss his path into the financial planning profession. Starting with his transition after 6 years in the Army to majoring in Natural Resource Management, he ultimately made his way to financial counseling for the military.
Listen in as Tanner dives into the reasons for his transition, discussing the intricacies of his role, potential salary ranges, career trajectories, and strategies to combat financial stigmas within the military community. You'll hear about his journey from persisting with his major to pursuing a graduate degree, landing an internship with a small RIA, and subsequently joining a large financial services firm. He also gives invaluable tips for budding planners to enhance their marketability.
You can find show notes and more information by clicking here: https://bit.ly/3Fyuvra
212 에피소드
所有剧集
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.