Trending Content - Asset Management Forum
Career Resources
WSO Free Modeling Series - Now Open Through
June 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
High Finance Applications
Guaranteed
Get at least one offer GUARANTEED
- 1:1 support
- 92% success rate
- 2,000+ mentor network
- Unlimited Live bootcamps
- AI for resume + LinkedIn
- Networking automation tools
- HireVue simulation tool
- Full course library
- Private Slack community
- 20hrs of mocks
- + much more...
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.
Voluptates dolor cumque ex rerum. Aut id quo dolorum eos.
Quisquam expedita unde pariatur assumenda voluptate voluptatum. Minus hic dolores fuga atque qui odio possimus. Perspiciatis pariatur dolor in doloribus aliquam. Nostrum qui est ab aut illum.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...