Going from Wealth Management to Internal Wholesaling?
I'll keep it pretty high level, I'm 24. I fluked my way into MS WM as an advisor at 21 after finishing my masters (Pooled model, firms book not mine). One of my friends had referred me over to JPM WM for their comparable pooled model. Product suite was super limited there, I like to say it's UMA or go away. Both roles had me right at about the $100k/yr marker in a low to mid COL area but, ultimately I'm just really bored & uninspired by the industry. Short of the long, I've been interviewing with this startup AM company with lets just say 10 Billion AUM for an Internal Wholesaler role that focuses on Fixed Income ETFs, does this seem like a bad career move segueing from these big brand names? I figure stepping up my scope of work into AM / Wholesaling would allow me to pivot later if this ends up not being for me, or I can always just go back to WM worst case.