How to Get a Job in Finance with No Experience
March 04, 2021

Show Notes:
Do you want to know exactly how to find your next financial services job?

Without guidance, it can be difficult to know how to get a job in finance with no experience.

Many of you that watch my YouTube channel or read this blog want to know how to get a job as a financial advisor.

Knowing how to get a job in finance boils down to a couple of things that I want to share with you.
TIP:  Use a site like  to conduct background research on a firm.
  1. Identify the firm(s) -  So I shared this trick inside my Facebook group some time back on how you can use public information to research a firm or firms you're interested in working with. Luckily, this information can help set you apart since not everyone knows about this little secret.   This is a requirement that all firms have a profile here. You can look up the firm or members of the firm that are registered individuals. Here you can find a lot of helpful information.
  2. Prime your social presence - I'll also say that before you go applying this new secret check out my video on "Priming your LinkedIn Profile" so that when firms start looking at you online they will be impressed by what they see.
  3. Develop your outreach strategy - Go to LinkedIn and follow their feed or the person that could make a hiring decision at the firm. You will comment on posts they make and engage with them.
  4. Execute your outreach strategy - Reach out with a personal video after you connect with them to invite them to 15 mins of "virtual" or physical coffee.


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