2nd career financial services
Seeking 2nd career in financial services likely financial planning//IAR. I've been doing it unofficially for family, dealing with trusts (and incapacitation), poa, wills, insurance, intestate/probate, retirement, investing, taxes. Also had some runins with civil lawsuits so the critical need for liability insurance is front and center as well. Background in numerical science (BS electrical engr) which was all math. Attempting to prove I can hack the concepts, currently testing 90+ on Kaplan quizzes. Even tho not likely to go RR/ . More an analyst than salesperson so rather than build a book of clients, clients (for example) sounds fine to me. Hoping skills/raw talent can overcome any ageism. Very interesting site here, welcome any thoughts or advice.