Ep #185: Transitioning from a Career in Retail to a Financial Planner with Nina Kamrani

New Planner Podcast

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14d ago 32:26

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Nina Kamrani is an Associate Wealth Advisor at Monumental Financial Planning based out of Washington, D.C. She stops by the show today to discuss how she transitioned from a successful career with a large retailer to an entry-level financial planner role. If you are considering a career change from corporate America to financial planning, this is an episode for you!

Listen in as Nina shares how she got hired by Target (where she learned to handle difficult conversations, motivate her team, and lead people much older than herself), and then ultimately decided to pivot from her role there. You'll learn how she found an entry-level position she was hesitant to apply for and got hired for a custom role, as well as how her Target skills led to a promotion after just eight months. Nina also reveals what it was like working in an admin-heavy role before her promotion to associate and offers her tips for new planners.

You can find show notes and more information by clicking here: https://bit.ly/3z3ljuY

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