Career Switch: How to Transition to a Finance Role

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Are you considering a career change to the financial industry? Regardless of your current experience there are some things you should consider before making a big leap into finance. Changing careers isn’t for the faint of heart and your preparation could make all the difference in landing your next job. Here are some tips you need to consider when making a big leap for the future.

  1. Find a mentor. If you are serious about the financial industry the best first step you can take is to find a mentor in the field. Chances are someone has influenced you in the past and made you consider this as a potential career. That is a good starting place. Search LinkedIn for financial professionals in your area and make a connection. They can help you better understand what it takes to get where they are.
  2. Focus on your skills. You need to review your skills from two directions. What skills do you already have that are transferable into this new industry and what do you need to learn? Companies aren’t always willing to take a chance so before you apply for financial positions take classes to fill in the gaps in your resume. You can also volunteer to gain additional experience.
  3. Be humble. Changing careers is not for the faint of heart. You will talk to people who are less than enthusiastic about your chances, but that doesn’t mean you need to give up. When approaching professionals to find out new information be humble about your experience. Be willing to learn from them and shed any bad habits you’ve picked up from your previous career.
  4. Embrace fear and failure. It won’t happen overnight and the anxiety can be overwhelming, but if this is something that is right for you it will be worth the work. Know that not every situation will turn out like you expect it to. Failure isn’t the end of the road but a learning opportunity to give you new tools to move on. It is okay to be afraid of the next steps.

Do you want to explore the possibilities of a career in finance? Contact the financial recruiting team at VincentBenjamin today! We have financial recruiters located in Phoenix, Orange County, Los Angeles and Denver.