Need advice - Attempting to Career Switch into IAR @ RIA Firm
Hello all. Bit of an unorthodox background.
-Mid 30's.
-I have been traveling the world the last 10yrs (living in about 100 countries), working remotely as a bookkeeper for a small co. in my hometown, in the US..........and also locally as a scuba instructor.
-I have a masters in accounting from the U. of Illinois (which is generally ranked as the 2nd best accounting program in the world), and an undergrad in History from the U of Michigan.
My goal, as I said, is to become an IAR (Investment Advisor Representative) at an RIA (Registered Investment Advisor) firm.
I have no interest in living in the US, and want to work 100% remotely. I know this will result in lower pay, less advancement, etc. I don't care. I live a pretty minimalist life, generally in cheap places. Any decent salary is fine.
My plan is to...
-1) Knock out my CPA now. I think I could do that within 6 months.
-2) Try to get my foot in the door at an RIA firm with that, in whatever remote position I can find for a CPA. I have a friend at a regional firm who I think could help me land something with a CPA. And like I said, I could really care less about starting salary...even at an intern-level...as long as I'm getting experience.
-3) Get my CFA. I think I could do that within 2 yrs.
-4) Transition to an IAR role at the firm...in whatever position I can remotely. Even at this point...I'd be more than happy with an average salary if I was able to continue living abroad.
Just wanted to get some advice from the board. Is my plan stupid? Am I crazy? Am I missing anything important? Do you see me running into any problems?
With a CPA/CFA and a little experience...I think I could find a remote position with a RIA firm at a decent wage. I could even add an MBA and a CFP if that'd be worth it.
THANK YOU, So much, really, in advance, for any comments, advice, anything.
Best.
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