From Teacher to Financial Advisor: Andrea Andersen
New Financial Advisor:
From Teacher to Financial Advisor: Andrea Andersen
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Andrea Andersen worked as a teacher before switching to Edward Jones. Her passion for helping others achieve their goals was one of the main reasons she felt Edward Jones’ client-centric approach was a good fit. With a young family at home and numerous priorities, she also knew things needed to change in order to provide more work-life balance for herself. The move to Edward Jones is what Andrea was looking for to achieve her personal and professional goals.
“I was a high school teacher. Most people are surprised by this fact because it is a big leap to becoming a financial advisor. When I decided I wanted to make a career change at 36, I looked at all of the skills I brought to the table – planning, problem solving and, most importantly, building relationships. Financial advisor was one of the future in-demand professions, and when I looked at what it took to be a good advisor, it matched my list of strengths.
“What drew me to Edward Jones? The client-first focus, the partnership with a branch office administrator and the flexibility to create my day and my future, as I had a 6-year-old at home. I am a hard worker, and I knew that with the great training support Edward Jones provided, I would make it.
“It took time and energy, combined with an investment model that focuses on partnering with people for life to help them meet their financial goals, to create the life I have today: meaningful days sprinkled with adventures, all while having milestone celebrations with my clients who were able to meet their life goals. Nothing could be better.
“Now I am a principal at the firm, my days are busy interacting with people I care about – clients and colleagues – and my son wants to follow in my footsteps. As a teacher, I used to send my students off to face an unknown future. For me, the best part of being a financial advisor at Edward Jones is being able to support our clients and see them reach their goals because we don’t say ‘goodbye’ at graduation.”
If you’re ready for a rewarding career as a financial advisor, you can learn more about the opportunity or find an opportunity near you to connect with a recruiter. Connect with Andrea on LinkedIn.
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