What to Expect During My Upcoming Call?
Hey everyone! I'm currently early in my career and have been sending out my applications to RIAs for entry into financial planning. I have 1400 CFP hours, have been working on my CFP Program with the University of Georgia, and have a few FINRA/NASAA licenses (Series 7, 63, 66).
I was contacted by a small RIA (3 employees with $165MM AUM) for a job posting I applied to. The role is an analyst role that involves me doing some back-office work while also getting some client-facing exposure. I was able to have a 35-minute chat with one of the managing partners, and I now have a call coming up tomorrow with the other managing partner. He didn't tell me how long the call would last; he just asked when I'd be able to have a Zoom call.
I'm not going to lie; I'm quite nervous since this would be a great entry into the RIA space, and I really want to make a good impression. Since I've already had a chance to speak to one of the managing partners, what do you think I should expect with this call?
Any advice and pointers would be highly appreciated. Thank you!