Natalie Bernero, CTFA, Financial Planning Analyst at Evolve
Natalie was in a comfortable role she had been enjoying for many years, but when she started dreading her workdays and realized her values no longer aligned, she knew she needed to make a change.
on this episode
Natalie had, what many people would call, a “great job.”She was learning and growing, had great coworkers and mentors, and was making great money.
She felt like she should be happy in her role, but ultimately she wasn’t. She had begun to dread her workdays, and didn’t want to perform some of the main duties of her role. When she realized her career no longer aligned with her values, she decided she had to make a change.
“I didn’t want to find myself 10 years down the road still in that job and wishing that I had done something differently.”
Natalie had been working in a client-facing role in the wealth management industry, and thought that in order to find a role that was in alignment with her values, she needed to move away from finance completely.
She began reaching out to people working in different industries, conducting mini career experiments, to see if any of the industries would be right for her and if any specific roles sparked her interst. One of these connections ultimately led to her finding her new role… which just so happens to be in finance!
Listen to learn how Natalie worked through her career change process by digging into what she truly wanted out of her career and building connections in new industries she was excited about.
What you’ll learn
- Why switching industries may not be as drastic of a career change as you may think
- How to conduct career experiments through reachouts
- How to negotiate in a way that feels true to yourself
- How to use your current network to find your ideal role
- The importance of not getting attached during the career change process
I convinced myself for many years, that I was very lucky to have that job, and I would be crazy to leave it. I convinced myself that the team needed me even though I was miserable. And ultimately, it took me getting physically sick to realize I needed to leave! One of the biggest things that I learned out of the signature coaching was on designing my life. And this is another thing that I had really never, it had, I don't know, if it had never occurred to me. I just never believed it was possible until now.
If you're looking for a change, if you're somebody who is feeling unsatisfied in your work, and you're not necessarily necessarily sure why that is yet, I feel like, that's a great way to kind of figure that out, just because of how the program is structured. I don't think that I would have necessarily gotten to where I am now without the program, especially when it came to the resume and the interviewing portion, because I feel like those are the hardest two areas for someone who's trying to switch into something that's completely different. Having that coaching and that information, and, you know, all those resources available to me to prep me for to be able to present myself in a way where, you know, I'm talking to the hiring managers, and they're like, hey, well, you know, she doesn't have, you know, experience in this, but, you know, being able to explain why I'm still a valuable person and why, you know, my other skills are still good fits for, you know, the job that I was applying for, I don't think I would have had that tools and that skill set and, you know, the roadmaps and the guidance that I would have, that I had with being part of the program. So I'm super, super grateful.
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