I have a CFA charter and a CPA license. I feel like I’m stagnating at my current job. I don’t know exactly what kind of job I want to move to. I’m open to pretty much anything within finance or accounting.
How do I find someone who can help me polish my resume, practice interviewing, and decide which field is right for me?
I’m located in Massachusetts.
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Based on the most helpful WSO content, here’s how you can find a good career coach and take the next steps:
WSO Career Services: Wall Street Oasis offers tailored career services like resume reviews, mock interviews, and mentorship programs. These services are designed to help professionals like you polish resumes, practice interviews, and explore career paths. Check out their WSO Resume Review and WSO Mock Interviews for detailed edits and practice with experienced mentors. These are highly recommended for finance professionals.
Networking: Leverage your CFA and CPA networks. Reach out to peers, alumni, or LinkedIn connections who have transitioned into roles you’re curious about. They might recommend career coaches or provide insights into potential fields.
Local Resources in Massachusetts: Look for career coaching services in your area. Many coaches specialize in finance and accounting and can provide personalized guidance. You can also explore local CFA or CPA society events for networking and mentorship opportunities.
WSO Academy: If you’re open to exploring new fields within finance, consider the WSO Elite Modeling Package or other courses to build skills in areas like private equity, investment banking, or FP&A. These courses can help you identify which field excites you the most.
Recruiters: Speak with finance-focused recruiters. They can provide feedback on your resume, highlight in-demand skills, and suggest roles that align with your background.
Online Reviews and Testimonials: When selecting a career coach, look for reviews and testimonials. Platforms like LinkedIn or specialized career coaching websites often have detailed feedback from past clients.
If you’re interested in WSO’s services, you can explore their offerings here: - Resume Review: url: https://www.wallstreetoasis.com/career-services/resume-review - Mock Interviews: url: https://www.wallstreetoasis.com/career-services/mock-interviews
Good luck with your next steps!
Sources: 30 and a bit lost in career - Advice Appreciated, Should you bring up personal financial problems in an interview?, Q&A: 3rd Year PE Associate ($10bn+ AUM, MBO/LBO, equity, mezz, distressed debt), 6 Tips To Boost Your Confidence And Nail Your Next Job Interview, Consulting (and Finance) Interview Prep materials content drop
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