Is a career in financial services the right fit for you?
Financial Planning Like a Jigsaw Puzzle
"Imagine that you are starting to work on a jigsaw puzzle. Once you have dumped the pieces onto the table, what do you do next? Most folks would place the edge pieces, or sort the pieces by color. As your financial planner, I would suggest that we should look at the picture on the top of the box. The picture gives meaning to all those pieces: the green ones are grass; the purple ones are parts of a shirt. Now we have some context for putting the puzzle together. In financial planning, the picture on the box top represents the life our client wants to have right now, later, and years from now. The picture includes the goals, hopes, values, and all they want to have, to do, and to be. The pieces of our planning puzzle are the financial piece -- current income, debts, net worth, taxes, savings, investments, etc. Every time we meet, we update the picture on the box top as surely as we update our records and understanding of the pieces. Our job is to help our clients create their picture on the box top by helping them paint that picture; then to make sure they have the pieces they need and that they pieces fit together."*
Our firm is always looking for quality individuals with a passion for finance and helping others. We position you with seasoned advisors to provide mentorship and guidance to develop a successful career in the financial services industry. As a Financial Representative, your role will be to educate and motivate your clients to take action in their financial strategy. Provide your clients with guidance towards a secure financial future.
For more information regarding upcoming Open Houses at our offices, please visit the Upcoming Events page. These events are a great opportunity to learn more about our firm and meet fellow advisors and members of our leadership team.
Look for us at your school's career fair or on your school's job posting site. Can't find anything? Contact Elizabeth Valenti at firstname.lastname@example.org.
- Runway to Take-Off - A brief overview of why you should work at Platinum Wealth Solutions of Texas.
- Helping Others Succeed Can Be Your Biggest Success - A brief overview about the role of a Financial Representative, why to choose this career, and questions to ask yourself.
- What is Your Vision of Success? - An overview of two of our proven success systems to create your ideal practice.
- Licensing Timeline - An overview of the timeline you will take to achieve your licenses.
Elizabeth Valenti, Sr. Vice President of Platinum Wealth Solutions of Texas, LLC, has been in the financial services profession since 2006 helping clients and financial advisors achieve their full potential. Elizabeth is co-owner of the firm and is responsible for leading, managing and attracting new talent to her winning team of advisors and staff.
*FPAJournal.org (Journal of Financial Planning | March 2020)