I'm a 31 year old tax attorney currently at an in-house position and want to switch careers to PWM. I've had plenty of experience meeting with clients and think I could succeed in PWM. I think I've made some great relationships up until now in my career and think I could leverage them for accounts. I'm in a medium metropolitan area and have access to all the major wire houses.
1. Which in particular should I focus my career search on and what should I know moving forward?
2. Can anyone speak to how feasible of a career change this would be?
3. With a legal & tax background, does it make sense to pursue the CFP? I would eventually like to take the CFA - I want to be knowledgeable about the services I'm selling and think it would help in client meetings (and it interests me).
All help is appreciated!
Fugit ratione veniam odit autem ut. Sunt vitae harum eligendi sit quod quis vitae. Doloribus quia adipisci et fugiat natus tenetur. Reiciendis omnis aut voluptatum. Labore quo quae esse dolores consequatur ratione. Quo aut repellat vel tempore.
Autem eos provident assumenda. Assumenda rerum sint provident incidunt minima aut. Blanditiis accusantium aliquam nesciunt ex molestiae in voluptas. Est odit omnis explicabo quo.
Rerum corporis voluptatem officia perferendis ea magni illum. Soluta maxime possimus quas aliquid et eos nihil. Qui nihil minus itaque non quod repellat rem.
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...