Preview Mode Links will not work in preview mode

New Planner Podcast

Apr 2, 2021

Soraya Morris is a Lead Trainer at Envestnet MoneyGuide in Richmond, Virginia. Today she joins the show to share how she got her start at MoneyGuide, as well as how her career has progressed to helping financial advisors across the country serve their clients more efficiently and effectively.

Listen in as she talks about how she narrowed down the type of financial planning firm she wanted to target coming out of the Virginia Commonwealth CFP program and how she landed her first position in the profession. You'll learn about her experience working in the multi-family office channel (and why it was ultimately not the right fit for her), how career seekers can get hired and become successful in a Fintech role, and what job seekers should be looking for in terms of compensation, benefits, and culture when evaluating different career opportunities.

You can find show notes and more information by clicking here: