Katie Warchol on Fairygodboss Radio
The Financial Advisor Opportunity:
Financial Advisor Katie Warchol Featured on Fairygodboss Radio Episode
Share this post:
Read the transcript or view the audio described video.
Video transcript Financial Advisor Katie Warchol Featured on Fairygodboss Radio Episode
Video Transcript
[Aisha]So my name is Aisha Alleyne. And for those of you who aren’t too familiar with Fairygodboss just yet, we are the largest career community for women. So our mission is to help improve the workplace for women and by increasing transparency, and we offer a variety of free resources like anonymous company reviews, job listings, articles, virtual recruiting events, and many more to help women succeed in their careers.
So before we get things started, I want to let everyone know that we will be taking questions at the end of this webinar. And you can ask them as yourself, or you can ask them anonymously using this Q & A feature at the bottom of your bar here at the bottom bar of your screen here. So this webinar will also be recorded. And it will be sent out as a follow-up. So you can feel free to rewatch anything that you may have missed.
I want to start off by thanking our sponsor for today’s conversation, Edward Jones. Edward Jones is a Fortune 500 company headquartered in St. Louis and provides financial services. So the firms’ nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.6 trillion in client assets under care. So every aspect of the firm’s business from the type of investment options offered to the location of their 14,000 U.S. branches is designed to help serious long-term individual investors achieve their financial goals. They’re also located in 68% of the counties in the U.S. so what a reach! So I want to just go ahead and pass it to Katie Warchol, who thank you so much for being here today. And she is a financial advisor here at Edward Jones, so I’ll just pass it to you to introduce yourself.
[Katie] Perfect. Well, thank you. Aisha thank you all for the opportunity to be here today. I really appreciate it. So, as I mentioned, my name is Katie Warchol and I am a financial advisor with Edward Jones. I have been with Edward Jones for 15 years. Of those 15 years, I have been a financial advisor for seven, and then prior to becoming a financial advisor, I was actually a trainer with the firm.
Now what I do as an Edward Jones financial advisor is to partner with clients just throughout their lives to help them achieve their long-term goals. You know, goals like retirement or education or protection. My favorite part of what I get to do in a lot of what I’ll talk about today is that I get to serve my clients and my community.
The way that I look at what I do is I get to leave the world a little bit better than I found it. And I get to make a difference in my clients’ lives. And that’s really the opportunity that Edward Jones offers to a wide variety of professionals. As we continue to grow, it’s really the opportunity to grow a successful practice and serve your clients and your communities.
[Aisha]Amazing. Thank you so much for that intro in that brief description of what you do at Edward Jones. So I also know that you have a master’s degree in counseling and you started your career at Edward Jones in training and financial advisors – training financial advisors rather. So can you tell us a bit about your career path and how you decided to make that pivot to financial advising? Did you have like aha moment that really inspired you to make that change?
[Katie] Well, probably several aha moments throughout the course of my career here, because my career path really exemplifies that what you go to school for doesn’t dictate the rest of your career. As you mentioned, I have a master’s degree in counseling, a little bit different than working in the financial advising side of things, or at least you would think, but really one of my favorite quotes got me through my professional, you know, pivots, as you mentioned.
So you kind of call it that. “You miss 100% of the shots you don’t take” and that’s by the great one, the best hockey player who ever lived. I’m a huge hockey fan. So Wayne Gretzky. You must 100% of the shots you don’t take. And I would always think about that as I was starting to transition or to pivot or to think about a transition.
Because as you’ll hear, you know, I didn’t have a linear path to where I am. So each time I came to a crossroads, I really thought about taking a shot, taking a chance because what was the worst that would happen? You know, I would like it, I would score. And I wouldn’t know if I didn’t take that shot. So I would encourage everybody listening today to think about that quote.
“You miss 100% of the shots you don’t take.” So what shots have you taken and what shots haven’t you taken? So, as you mentioned again, I have a master’s degree in counseling. I have a bachelor’s degree in psychology. I wanted to be a therapist. I love to help people wanting to be a therapist. So I started my career as a career counselor, just doing what I went to school for.
And I really enjoyed working with students, but in 2006, my position was eliminated in budget cuts. At the time I’d heard of Edward Jones, but I had never taken a business course in my life. Instead of pursuing counseling. However, I took that first professional pivots and took one of the Wayne Gretzky shots on Edward Jones.
And as I did, so I ended up taking a position as a university recruiter. So I was helping recent college graduates come into the. Then within six months, I was the team leader of that department. And I was working across two of our campuses in St. Louis and Arizona having a great time. I loved what I did, but then the markets crashed in 2008.
And the programs that I ran were cut. At this point, I could’ve made another huge professional pivot. But Edward Jones was committed to me and they offered me the opportunity to rotate through a couple of different departments to figure out what my next steps would be. So instead of cutting me, they allowed me the opportunity to figure out what I wanted to do, which was so fantastic.
And as I did that, I fell in love with training and I became an academic training later. Really coaching and training financial advisors. So once again, in 2008, like 2006, it wasn’t exactly my choice to make a change, but I was able to take a shot on a really fantastic department. So as a trainer, what was so great was that I was able to use my counseling skills to be able to coach financial advisors.
So going back a little bit to what I started. I did that for six years and I loved what I was doing and I loved helping people and I love my financial advisors, but I came to a point where I just wanted more. And I realized that the ultimate way to help people at Edward Jones, the reason I was a counselor to begin with was to help people was to be a financial advisor. So took one more shot, one more chance. And it’s honestly been the best role yet.
[Aisha]That is quite the journey. And I love that outlook. You definitely miss a hundred percent of the shots that you don’t take. So that’s a great powerful quote to take with everyone on their job search and in life in general.
So what skills do you believe have served you the best throughout your career?
[Katie] Well, I would say that there’s a certain amount of transferable skills that are really important. And those transferable skills are really what has served me the best and been a common thread throughout all of my positions.
You know, I did not have a background in business as we talked about, but I had a background in people. And I think that exemplifies that you don’t have to have a finance or an investment background to be a financial advisor. For me, skills like listening and relationship building serve me well as a counselor, as a trainer, and as a financial advisor. Empathy has been a common thread between my roles.
I truly believe that in any career, we must be able to listen to people, right? Everybody has a story. Everybody wants to be listened to. And as women, we are fantastic at listening. We are fantastic at relationship building. And again, I think those are the transferable skills that have really. Served me well in every position, because as a financial advisor, now I get to listen to people every day.
I get to hear their stories and build deep relationships with them and their families. And then I get to help them achieve their goals. And so it’s so wonderful that what I do today because of those transferable skills, listening relationship, building empathy is actually what I went to school for almost 20 years.
[Aisha] Great. Great. So did you have any mentors or sponsors that helped you during your career reinvention? And if so, who were they and how did they help?
[Katie] Yeah, well, first I think that having quality mentors is so important, I’d highly encourage folks to make sure you do have, you know, a mentor, you know, throughout your career, but as you’re transitioning or not, they’re just very important.
And I haven’t been extremely fortunate to work with many wonderful people throughout my career transitions. I think we could spend the whole hour talking about just wonderful mentors, but you know, one person in particular really stands out and it was my first mentor at Edward Jones. So working in the Edward Jones home office, very first leader, mentor I had. And he was critical probably more than he knows. And I should probably let him know how important he has been, you know, to my success in my journey. He really set the stage for how I mentor other people now. And it was because he truly listened to me. I felt truly listened to, and I was just, you know, talking about how important.
You know, listening is so he truly listened to me. He provided guidance early on in my career, but then he also challenged me to critically think for myself. And I really loved that balance of can, you know, some guidance and then also critical thinking and instruction and encouraging me to build my own skills.
And so that has really stuck with me and, and also the kindness and compassion. That he did it with, and I still utilize that approach in mentoring people today. So he has made a tremendous impact on me. Throughout my career as I have transitioned. But then honestly, in addition to a couple of specific individuals, Edward Jones, as a firm has just a fantastic culture of coaching and collaborating.
You know, both in the home office, I received that support, and also as a financial advisor, I received that coaching support just to help ensure that we have what we need to successfully build our practices. Absolutely having quality mentorship is very important.
[Aisha]Yeah, it’s very clear that Edward Jones cares about their employees with the way that you’ve been able to pivot throughout your career there, as well as all the support that you’ve had from your mentor. So I think that’s amazing.
So you were able to successfully navigate a career reinvention without leaving your company. What advice do you have for other women who may be looking to do the same either at their current employer or at a new company?
[Katie] Well, first, I’ve been very blessed, you know, as you mentioned, Edward Jones has been very supportive throughout my professional pivots and Edward Jones is a place where we can be open and honest about our professional development.
It’s one of the many things that I love about Edward Jones. But I do realize that not every workplace is like that. Fortunately here, you know, we do understand that in order to deliver an incredible Edward Jones experience, we also have to create an environment where associates are encouraged to contribute their unique strengths than ideas and life experiences.
So again, very blessed in that regard. Now whether you have that level of support or not, you know, what I would say is that to make sure you take initiative and be honest with your leaders about how you want to develop, you have to be an advocate for yourself. If you’re not an advocate for yourself, nobody else is going to be.
So think about what are the transferable skills that you have. We were talking about listening and relationship building. What are your strengths? But you want to work with. And I think that’s a career or key point in career transition, which is to really be cognizant of your strengths and your opportunities, but again, be an advocate for yourself.
Perhaps you don’t know exactly what you want that pivot to be. So if you can try to shadow other departments and, and get a feel for how they. And if it’s something that you may want to do. One thing that we did as in career counseling, but also at Edward Jones is to try some informational interviews with individuals and other departments and talk to folks about what they do and how they.
And then finally we just talked about, you know, mentoring and this is why it’s so important, you know, see if there is somebody at your current organization who can mentor you. And if not look outside of your current employer for mentorship, you know, there’s a lot of fantastic women’s networking groups who are great at supporting and providing encouragement and help as you think through a career reinvention.
But first and foremost, I think it comes back to being an advocate for yourself. And then. Follow through and take a shot.
[Aisha] Couldn’t agree more. So what attracted you to a job with Edward Jones and what has kept you at the company? Are there any key benefits or programs that really stand out to you that you want to talk about?
[Katie] Yeah. And there’s, there’s a lot that has kept me here and attracted me in the first place. But actually, when I first came to Edward Jones, I didn’t, I didn’t know a lot, you know, I had friends who worked here and I knew it was a great company. I live in St. Louis and Edward Jones is headquartered in St. Louis. We have a wonderful reputation in St. Louis, where I live. And at that time we were talking about professional pivots, I needed a job and Edward Jones had a job. So it sounded like a good fit. But over the past 15 years, Edward Jones has really been there for me. And they have lived up to just a wonderful reputation, more than I ever expected.
Very early on in my career, I had a family crisis and, and literally just, oh, a week after starting with the firm, it was just a very difficult time for me and for my family. And I didn’t know what I was going to do. So went to my leaders at Edward Jones and not only did they provide me with the time off that I needed. My leader was incredibly supportive and encouraging and reassuring. I always knew that I never had to worry about my job and I was able to focus on my family instead, and it’s still pretty emotional. But you know, that, that was just a game-changer for me. That just meant the world to me, who does that?
You know, it made me realize that I had made the right decision to come to Edward Jones. You know, I took a shot and I scored and I was just going to stay. And that was again, the first week after I started at Edward Jones. And since then, over the past 15 years, I have, you know, many other examples of being supported as an individual, you know, through the company.
And it’s just been incredible. One of the other things that keeps me here is not just the individual support that I have received from Edward Jones, but also the support that Edward Jones gives to the causes that are important to the people who work here like myself. And to our clients, into our communities.
I love to volunteer. And throughout my career, Edward Jones has been very supportive of my, you know, personal volunteerism. Edward Jones encourages everybody to volunteer. It’s very important to the firm as a whole. So our associates have served thousands of hours of their time on thousands of local, you know, civic and community and economic development board.
So that volunteerism is something that really keeps me here. It’s that fantastic opportunity to make a difference. So I didn’t know that’s what I was walking into when I first started with Edward Jones, but that has just absolutely kept me here had been so many years.
[Aisha]Yes, I can. I can definitely see why. And I think it really speaks to that environment that you were talking about.
Like, it’s really important for employees to know that when life happens, their work doesn’t have to suffer. And that seems to be exactly the experience. You just want to pause and remind everyone that we are going to have Q & A after this. So feel free to start putting your questions in the chat and we can get some of those answered towards the end of this webinar.
In your current role. Can you talk us through what an average day looks like for you?
[Katie] Well, it’s always fun to think about this question because there really is no average day when it comes to an average day at Edward Jones as a financial advisor, I am trusted to set my own schedule, to build client relationships and to lead my branch off.
I get to decide then what that day looks like and how to best do that. So what that means is some days I am diligently working in the office, I do have set schedules and meetings with clients and phone calls and research. But other days. I’m out in the community, maybe going to clients’ houses or places of work or getting to know potential clients really what’s fantastic.
Since there is no average day, is that the workday can be as interesting or not interesting as I make it. I have the flexibility to run my schedule. I had the flexibility to run my office, which also gives me the flexibility to run my life. And we all know that, that we don’t have an average day in life.
So, not necessarily an average day at the office but the flexibility to run my day as I need.
[Aisha]Flexibility is so so important to have in a role. And it really helps to break up that monotony as well. Not having, you know, that same structure every day. So for women who want to enter financial advising at Edward Jones, what advice do you have for them? And are there any key skills or characteristics financial advisors need to have?
[Katie] Well, first for women, I am really excited because the industry is shifting and I believe this is a fantastic, exciting time for women. I think we are going to play a bigger role in the financial services industry in the future because we have the skill set that is needed to really move the industry forward.
And it’s what we’ve talked about. That listening skills relationship building. Empathy. I think those are extremely important skills to have and especially moving forward and have as a firm at Edward Jones, we really think that having that diversity and thought that that female perspective also enables us to leverage different perspectives.
That’s going to lead to better understanding better decisions, better serving of our clients and ourselves. Listening understanding relationship building and actually in 2020, Edward Jones committed to a meaningful increase in the diversity of its home office leaders and its financial advisors. So by the end of 2025, the firm aspires to be 15% people of color and 30% women among us financial advisors.
And that tells me that this is a fantastic time for women and for women considering a career change to a financial advisor. Like you saw with me, it’s not about having the perfect financial background. We can teach you that. It’s about having the skills that women are so good at naturally, which is connecting with people and building relationships.
And if you feel that you can do that, you can be successful at this career.
[Aisha]Great. So it’s time for that lightning round. So feel free to drop your questions into the chat. I have one already. What’s your favorite thing about working at Edward Jones?
[Katie] The people. Definitely the people.
[Aisha] Amazing. Yeah. I mean, from what we’ve heard, it definitely sounds like you have a lot of great people working at Edward Jones that really care about your well-being and the well-being of the organization and the effect that they have on the world around them, which is amazing.
Who has been the most influential woman in your life?
[Katie] I would say my mom, you know, she is a strong, beautiful, intelligent, kind, generous woman. She is one of my best friends. I don’t know how she did it. She is just amazing. So my mom is definitely the most influential woman to me.
[Aisha]And what do other women who want to work at Edward Jones need to know?
[Katie] That there is a lot of opportunity here. You miss 100% of the shots you don’t. There is a lot of opportunity.
[Aisha]Great. Let’s see. You have another question. What’s something you’re exceptionally good at either at work or personally?
[Katie] I think work and personally, I would say building relationships. So whether it was building relationships with clients, building relationships with friends or family. So I was a counselor. I love to help people and build relationships.
[Aisha]Yeah, I definitely see how well that has served you in this role. And you’re truly a success story at Edward Jones. So I hope that the women that are watching feel encouraged to go ahead and apply to this role if they exhibit those same qualities because clearly it’s what really makes the financial role successful.
So do we have any more questions that anyone wants to drop? Other opportunities within Edward Jones to help educate regular women on improving their finances?
[Katie]Yeah. One of the things that is so wonderful about Edward Jones is the opportunity to educate folks. So there’s definitely opportunities to do that, whether it’s in the home office as a home office associate or as a financial advisor.
And so educating women is extremely important and it’s something I do all the time.
[Aisha]Great. Great. And I see some people are making comments in the chat as well, about how great of a work culture Edward Jones sounds like. Katie, is there anything else that you want to touch on before we before we leave?
Is there anything else that you feel would be important for the women on the webinar to know about Edward Jones and your experiences within average?
[Katie] Yeah, so I think just to reiterate, it has been just a phenomenal company. Phenomenal culture has been very supportive and encouraging throughout my career.
I’ve also had to be an advocate for myself. And I think that is also very important to know, as the, as we mentioned earlier, being advocate for yourself, they know your strengths, know your opportunities and stand up for yourself and worked forwards, you know, what you want. So be an advocate and know that it ever Jones.
Those are opportunities for that development here. And hopefully wherever else you are also, but take a shot. You miss 100% of the ones you don’t take. And take a shot and you won’t regret it.
[Aisha]Absolutely. And we do have a few more questions here as well.
So how has your role shifted or evolved as a result of the pandemic?
[Katie] Yeah, that is a great question. You know, we definitely saw, you know, some, some changes for folks, the pandemic was difficult for a lot of individuals and we’ve had to really reassess what does retirement look like for some people?
And those can be difficult conversations. And I think just going back to those skillsets though of listening and relationship building have become even more important and people have had their stories over the past year that have changed that have you evolved. So we have to have that empathy to listen and change and evolve with our clients.
So I don’t know that the work has changed too much. It’s just, that’s become even more important to build relationships and understand what is important to our clients and help them achieve their goals.
[Aisha]What does career trajectory look like within your role?
[Katie] It could really be whatever I want it to be. You know, as a financial advisor, we had the opportunity to also help within our regions and help with mentorship of other financial advisors.
So there’s actually opportunities within what we call a region structure. And that is really fantastic because it. Helping you develop as a leader, not just of your branch office, but also perhaps again, other financial advisors locally. And that is just a really neat career trajectory. And it’s what you want it to be.
You can do that or not. And again, that’s kind of the opportunity that being a financial advisor offers how much of a career trajectory, you know, do you want, and being an advocate. Learn about some of the roles and the opportunities available. And there are various opportunities within being a financial advisor available.
[Aisha] Also, it sounds like the best case scenario, really being able to own that career path and have it evolve as you evolve as a person. So, what are some of the strengths that you feel women possess? I feel like you’ve touched on this, but if there’s anything else that you might want to add, what are some of the strengths you feel women possess that make them strong financial advisors along with empathy?
[Katie] Yeah but then again, like I mentioned the empathy and listening are just, you know, so critical. And I think the open-ended questions, we love getting to know people and we just naturally ask questions. We’re curious about people.
And I think that is so important, you know, there’s the listening aspect, but then there’s also. Questioning, you know, how do you ask an opening question to get to know people and women are just really good at being able to do that. And again, everybody has a story everybody wants to be heard, and we’re just so good at drawing out, you know, people’s stories and listening to them because their story is.
Intricately tied to what their goal is going to be. And it’s most important to understand how do we help them achieve their goals. And so asking open-ended questions is also a really fantastic skillset.
[Aisha]That’s a good point. So what, how do you stay connected to other women advisors at evergreen?
[Katie] We have a wonderful culture here as, as we’ve already said.
But specifically for female advisers, what is amazing is within again, kind of our regions, we have women’s organizations. And so we can actually connect with each other very specifically through event. And lunches and phone calls or zooms right now that keep us connected together where we can share stories or guidance or advice and help each other, mentor each other.
It actually is a very organized, you know, women’s group within each of our regions and even our areas to a larger extent. So there is a lot of support within your region for women from and that’s really wonderful.
[Aisha] Wow. That’s great to know that you have this ongoing communication internally within your organization, really supporting one another and especially knowing that that is throughout the U.S. it’s not just in St. Louis it’s at multiple branches, which is amazing. So can you share feedback on thoughts for mid to late career changer? With a background in business and client engagement. Do you think that could be a good fit for someone aspiring to work at Edward Jones?
[Katie] I don’t know that there’s no, you know, best age to make a career change.
So whether you’re early career changer, mid career, your career changer, I think it’s also really important to think of. Even at that mid year stage or mid career stage, you have a lot of experience. You have a lot of experience with people. You have a lot of experience in life. You also have a really good network of folks who you can also work with.
So being a mid career changer is a really good place to be. I think again, gives you a lot of experience and great, you know, background to really do a good job with.
[Aisha] Absolutely. Absolutely. And I feel like this is the perfect pivot into the next question. We talked a lot about transferable skills. So how do you suggest marketing yourself when applying to positions without having a finance background, particularly when a resume wouldn’t reflect, you know, that degree and previous work experience, how do you really suggest honing in on those transferable skills and marketing?
[Katie] Yeah, well, I haven’t been a background in a career counselor. You still love doing, you know, resume writing. Haven’t done that for a while. So there are ways though, to structure a resume that highlight more skills versus jobs. And for that question, I would really refer folks to a career counselor who can help you a professional who can help you design.
That resume to, to highlight those transferable skills, but there are ways to, you know, to do that. And you want to point out if we say relationship building, how do you build relationships? How do you put that on a resume? And so again, yes, you can absolutely do that. And I would recommend seeking a little bit more of the professional help to design that type of work.
[Aisha]Definitely, but definitely don’t let lack of experience in finance and tell you
[Katie] exactly, exactly.
[Aisha] Great. So what would you say is the most challenging part of your role?
[Katie] Gosh sometimes for me personally, One of the most challenging aspects is how much I care. You know, I love to help people. And that’s why I was a counselor to begin with. That’s why I transitioned to this role. But as female, we women, we are also very caring, which is wonderful, but that can also be challenging.
Sometimes it can be hard to go through something like a pandemic last year, and to see, you know, clients lose a job. Or to see clients lose a loved one or to lose clients. You know, myself is, is very, very difficult for me. So I sometimes see emotional aspect for me has been, has been difficult. It’s so rewarding because I care so much, but it can also be, you know, it can be emotional, can be difficult to,
[Aisha]Hmm. Yeah. That’s, that’s great to know, because again, this empathy keeps popping up. It’s such a common theme within this role. So. What type of licensing is required to the common Edward Jones financial event. Yeah.
[Katie]So there are several different licenses that are required. And one is the series seven.
Another is called a series 66. We also are insurance licensed. And so those licenses. You know, we help you through the study process, which is fantastic. Again, great support on that end and in the training, you know, leading up to taking those exams, we have a very structured approach to doing so here is what you study and when you study it and the support you need.
W to help you along in those licenses. I know sometimes it can be difficult to think. Wow. I haven’t been in school for 10 years or 20 years and taken a test. How am I going to study for this? Especially like me, if I didn’t have a finance background. So just know that for those particular licenses, we have a very wonderful, specific training program to help you get through.
[Aisha]Okay, perfect. That was the next question. If there are training to help these employees, potential employees achieve these licensing requirements, so perfect. And then are they remote opportunities available?
[Katie]Well, I am not going to speak to the home office opportunities. I know there are so many home office opportunities out there, and I know there’s more and more and more, you know, work from home remote opportunities.
I think you can find all of those types of opportunities on our website for a financial advice. The great thing is you, you get to live and work in your community. Who, so I don’t know we can be remote. But really if you, wherever you are in the United States, you can be a financial advisor in your community for home office opportunities.
Again, I would check our career website and see what type of remote opportunities that we have that.
[Aisha]Okay, great. And a reminder they, Edward Jones has locations in 68% of the counties in the U S so I’m sure you can find something within your current location. Yeah. So have you struggled as a woman in a historically male dominated industry?
[Katie]There has definitely been challenges. Some of them have been my own. Mental block in, in thinking that this is a historically male dominated industry, and I may have put some limitations on myself. Ever Jones provides so much support for women. None of that ever came from Edward Jones, for sure. Or really from the industry too much.
I think again, most of limitations I put on myself and had to overcome my own, you know, thoughts and mental challenges and because really clients love working with women, women love working with women and there’s so much opportunity there. And once you’ve started to see that opportunity. And once you start to have more and more of those opportunities, you realize that again, those limitations weren’t really limitations and in fact are more strengths.
So I don’t know that they’re really, I would say any more. I would identify any more limitations by being a financial or being a female in the financial services.
[Aisha]Yes. And it’s great that Edward Jones is such a encouraging environment. So if you did have doubts, I’m sure they knock them right out of your head.
So with that what advice would you give to your younger self?
[Katie]Oh gosh. Oh, my poor younger self. No.
You know, as always, so it’s easy to look back, right. And think, gosh, oh, if Katie, if I could just have told you that, or if you had just done this or that instead, but honestly I have no regrets from my younger self to who I am today, because everything that I did, even as my younger self has brought me to who I am today.
And I’m very proud of that person and very happy for where I am and. Perhaps the only advice I’ve really have on my younger self would be don’t. So don’t be so hard on yourself. I was a type, a perfectionist I’m sure many of us are listening today and it just, I was very hard on myself. Helped me be successful, but sometimes that was also very challenging.
So my biggest advice would be, don’t be so hard on her.
[Aisha]I love that advice because just as humans, we tend to make mistakes, but a lot of times that can help lead us to exactly where we need to be within our career. And of course you shared your journey with us earlier, and it’s clear that every step along the way has really added experience and knowledge and ultimately helps you more in your role today.
So I think that’s amazing. I would tell that to my younger self as well. So thank you so much once again for joining us today, Katie. And thank you everyone else for joining us as well. And of course, we will have this meeting. This is recorded and we will send it out in a follow-up as well. So you can feel free to watch this again in case you missed anything.
So thanks again for joining and have a great day, everyone.
[Katie]Thank you.
In this podcast episode, Fairygodboss Diversity Advisor Aisha Alleyne sits down with Katie Warchol, an Edward Jones financial advisor, to hear how she has found purpose in a reinvented career. Katie shares advice on how to navigate a career change and how to recognize your transferable skills.
Since 2006, Katie has been working for Edward Jones; a company she believes truly understands what it means to serve clients, the community and the individuals who work for this outstanding firm.
Prior to Edward Jones, Katie was a counselor at St. Louis University. She has a master’s degree in counseling because from a young age she always had a desire to help people. During her first eight years at Edward Jones, Katie had the opportunity to work at both the St. Louis, MO and Tempe, AZ home office locations where she trained hundreds of financial advisors and branch teams throughout the country. After years of training financial advisors and watching them make a difference in their clients’ lives, Katie realized that a career as an Edward Jones financial advisor would bring her back to her passion of helping people in the most direct and impactful way.
I get to leave the world a little better than how I found it, and I get to make a difference in my client’s lives.
-Katie Warchol, Financial Advisor
Since 2014, Katie has used her counseling experience, empathy and empowerment skills to help individual investors and business owners achieve their goals. She also enjoys working with employers that offer 401(k), 403(b), Simple IRA or SEP IRA retirement plans to their employees. As her dad was a small business owner, Katie understands the importance of providing education and service to local businesses and their employees.
When not in the office, you are most likely to find Katie traveling the world. In addition to her wanderlust, Katie is a passionate volunteer for the Animal Protection Agency and a fervent supporter of the United Way. She is also a certified yoga instructor (RYT® 200), loves cheering on the St. Louis Blues and spending quality time with her family and friends.
Don’t have time to watch? You can listen to the episode as well.
You have a few of options: download the podcast (21 mins), and start listening right away, listen on Apple Podcast or listen on Spotify.
This content was originally featured on Fairygodboss.
Interested in the Edward Jones Financial Advisor Opportunity?
Learn more about starting a career as a financial advisor or start searching for opportunities now. If you’re already licensed as a financial advisor, learn how we’re built to take your practice to the next level.
Related Posts
Inside Edward Jones’ Evolving Wealth Strategy
Leaving a Legacy: Successful Succession Planning for Financial Advisors
Why Women Financial Advisors Succeed at Edward Jones
- Contact
- Site Map
- Privacy Notice
- Beware Of Employment Scams – US
- Beware Of Employment Scams – Canada
- Family And Medical Leave Act
- Ad Choices
- Equal Employment Opportunity
- County of L.A. Fair Chance Ordinance for Employers
- Employee Polygraph Protection Act
- EdwardJones.com
- EdwardJones.ca
- Candidate Application Status
- Blog
- Cookie Preference Management
Copyright © 2024 Edward Jones.
At Edward Jones, we are building a place where everyone feels like they belong. Our human-centered culture calls upon us all to treat every individual with dignity and respect while celebrating what makes us unique, which we show as an equal opportunity employer committed to diversity, equity, and inclusion. Edward Jones does not discriminate on the basis of race, color, sex (including sexual orientation, gender identity and pregnancy), religion, national origin, age, disability, veteran status, genetic information, citizenship status or any other basis prohibited by applicable federal, state, provincial, or local law in employment decisions such as hiring, compensation, benefits, transfers, promotions, leaves, training, performance expectations, development opportunities, and corrective action. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with applicable federal, state, or local law, including but not limited to the St. Louis “Ban the Box” law, the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring and the New York City Fair Chance Act.
Edward Jones is committed to providing accessible employment and developing an inclusive culture. Should you require accommodation at any time in the application for employment or during your employment, please contact us at recruiting-accommodations@edwardjones.com.