Remove Estate Planning Remove License Remove Retirement Remove Seminar
article thumbnail

How to Become a Financial Planner

International College of Financial Planning

Financial planners help people manage their money and plan for their financial future. They advise on investments, taxes, retirement, and estate planning. You’ll need to complete the necessary education and certifications, and you may need to obtain a license.

article thumbnail

What’s it like being an Edward Jones financial advisor?

Sara Grillo

So Nathan pay is a retirement plan consultant, and he’s here today to talk about the experience of being an Edward Jones financial advisor. Okay, everybody. A, welcome to the show. NATE PENHA: Hey, Sarah, thanks for having me. Can I introduce you? Or can I have it reach out? SARA GRILLO, CFA: Yeah.