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WSO Free Modeling Series - Now Open Through
June 30, 2026
9 Free Financial Modeling Lessons
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+Bonus: Get 27 financial modeling templates in swipe file
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I finished my MBA in Dec 2015 and started sending out my CV/Resume to various financial houses, the few that have responded have been several insurance companies with the offer of being a financial advisor (Series 7, 66 and Life and health). I want to know of anyone who has actually gone through this or know people who have really gone through this.
In terms of goals and career, I would like to work in the Asset Management sector but open to other areas such as equity research etc.
Thanks.
Hi,
I am an undergraduate student and interned at an AM firm that specializes in the insurance industry. PM me for more information.
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