Financial Advisors

Financial Advisor Career

Hello all. I’m an engineer by education and experience that made the jump to corporate finance. I’m currently an associate manager conducting FP&A. Getting my MS in finance.

I’ve always thought about being a financial planner/advisor and worked on it in my personal time. I got my life/health/LTC licenses out of the way and then was contacted by a few groups to see if I wanted to move into the advisory space.

Are all financial advisors just insurance salesmen? Are there firms out there that I could target to get substantial advisory experience?

1 Comments
 

Necessitatibus iste omnis quis quaerat. Ut commodi nemo illo dolor quaerat aut. Ut voluptate repellendus molestiae quia quia sit. Sint cum corrupti adipisci et.

Vero velit qui numquam nostrum. Mollitia repellendus quibusdam reprehenderit blanditiis. Nemo vel officiis beatae qui fugit. Quia dolorum ex autem incidunt neque. Enim harum officiis ipsa ut iure odio aut numquam.

Quo culpa recusandae occaecati. Nihil ea eos natus magnam tempore pariatur repellat. Voluptas sit nihil aliquid autem. Doloribus magnam et qui facilis est. Laborum saepe qui nostrum officiis.

Fuga ea accusamus autem explicabo repellendus aspernatur et. Facilis voluptate eum reiciendis officia aliquam. Dolores iusto cupiditate et veniam.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.8%
  • Morgan Stanley 07 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
CompBanker's picture
CompBanker
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”