You can’t offer financial advice until you have the necessary training and education under your belt. Learning the technical side is fundamental to your career, so that you can recommend appropriate products as well as adhere to the increasingly strict industry regulations.
But hard skills alone won’t secure you success. Even if you’re highly competent with technical information and product knowledge, unless you also possess the right soft skills, you won’t get your message across. Without excellent communication and interpersonal skills, you won’t get past the first post. That’s because prospects won’t understand what you’re saying or see why they should do business with you.