When you think of a financial planner, what images come to mind? For many, financial planning seems like a career that is only for the seasoned veteran.
In an effort to recast the perceptions of the profession, the Texas A&M University Financial Planning Program sat down with financial planners and asked them to share their story. As you will see, financial planners come from a variety of backgrounds, perspectives, and educations.
This series, titled “This is My Profession,” will hopefully shed light on the diverse career and networking opportunities within the financial planning profession.
The following videos feature Kate Healy, managing director of marketing for TD Ameritrade Institutional. Not only does she disclose why she chose financial planning as a career, she also discusses the need for financial planners.
If you can relate to Healy’s story, or one of the testimonials to come, financial planning might be the career you have been searching for.
For more information, please visit financialplanning.tamu.edu.
In your opinion, is there a need for individuals to join the financial planning profession?
“We know that the need for advice is greater than ever with the investing public. So there is a severe need for financial advisors to join this profession. There is a 32 percent growth rate predicted by the Bureau of Labor Statistics just by the year 2020; 75 percent of advisors do not have a succession plan in place.”
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Why did you choose to work within the financial planning profession?
“It’s a really rewarding career that allows you to help people in ways that really change lives, it offers a lot of flexibility and you really could have a good life as a financial advisor.”
Managing Director of Marketing, TD Ameritrade Institutional
Kate Healy is the managing director of marketing for TD Ameritrade Institutional. In this role, she is responsible for the development of marketing strategies and the execution of programs to help increase awareness and deepen relationships with more than 4,500 independent registered investment advisors (RIAs) who custody with TD Ameritrade Institutional. Healy will oversee the growth of the TD Ameritrade Institutional brand, including the division’s website, social media and advertising efforts. Healy will continue to lead the TD Ameritrade Institutional’s Women’s Leadership Initiative, which supports the professional development of women advisors and assists RIAs market to women investors.
Healy joined TD Ameritrade in 2008, most recently serving as a director of marketing responsible for promoting the firm’s technology and investment products offerings, as well as supporting the firm’s advocacy and client loyalty efforts. Prior to joining the firm, Kate served as vice president of IRA product strategy at Merrill Lynch. She has spent over 20 years in a variety of roles supporting the program development and marketing of financial and estate planning services in the financial planning industry.
Healy holds a Bachelor of Arts in Economics from Rutgers College and has completed the Securities Industry Institute program, sponsored by the Securities Industry and Financial Markets Association (SIFMA) at the Wharton School of Business.
Adapted from http://www.tdainstitutional.com.