I am in need of Major Advise: Do not know where to start!!!

Hello all,

I am new to the forum and I need help on starting my career. I am currently from a non-target school. Age 24, still working on my Bachelor degree as of this time. I have 5 years of experience in the finance industry, with 1 and a half at Chase as a banker, and the other 3 and a half as an insurance agent. My end goal is to become a financial adviser before, however, that has changed. Long term goal: I am looking at Asset management and wanting to get CFA certification and eventually working at a hedge fund ( very broad, I know.)

I am overwhelmed by the amount of information out there and I do not know where to start with my career due to my age. I always been interested by equity trading and asset management, however, since 19, my career path has been solely dedicated towards becoming an FA.

If anyone has similar experience, please tell me how to kickstart my career.

Thank you for all your time and help!

1 Comments
 

Illum adipisci molestias reprehenderit ex vero. Corporis maxime dolor et corporis omnis. Alias aut et eius accusantium molestias.

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

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.8%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $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
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
CompBanker's picture
CompBanker
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
numi's picture
numi
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...”