Hello wso friends, I hope everyone is well. I am a fundraising professional and investment advisor (have my series 7 and 66). I have two toddlers and have been unable to find work. I would be indebted to you forever if you knew of someone needing a hand in PWM at a wirehouse/ria or IR at an alts firm (pe, vc, credit or secondaries). I have been in finance for almost 20 years. I have worked at some of the world’s oldest and renowned institutions. However, I am now struggling to make ends meet. All help is welcome (advice, connections anything!) I am happy to work as a consultant as well. Very best, Chad
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Help this man Chad
Thank you!
Bump if he can't make it in this market we are all cooked.
Haha lmao
the sad truth is that it can be worse to be super experienced cause you're overqualified for vast majority of jobs. the most desired candidates are those who have like 2 years of good work experience.
What would one do in a postion like this to get back on the saddle?
F
Bump
.
Bump for exposure. Goodluck Chad
Thank you! 🙏🙏🙏
Bump
Ty!!! 🙌🙌🙌
Bump. I hope there are some good people
Ty !!! 🙌🙏🙌🙏
bump
Bump, have you considered relocating and expanding your search?
I cant really relocate as my kids are in a good school. I live in nyc area so i can commute to a lot of places (ct, nj pa etc.)
If you're in that area, have you tried networking with people in your neighborhood? I'd imagine a lot of your neighbors are well to do (in white collar professions or maybe even small-medium sized business owners). Of course if you go this route, try to make it subtle.
A sibling of mine got their current job that way. Not as experienced as you but had trouble getting work after a COVID layoff. Pays slightly less than his previous job but way better WLB.
thebrofessor
Just wondering here, who is the brofessor?
Bump
Have you looked into asset management sales/ir at alt firms/mutual funds?
I have not. I dont even know where to start. Like a vanguard ir role?
Bump
Bump
Bump
Rooting for you Chad
Lets go Chad
Good luck
Always blows my mind how people work in high finance but are horrible with their own personal finances. OP is a high level wealth manager with 20 years of experience, but struggles to pay his bills. If you have even basic understanding of wealth management and worked in finance for 20 years, you should be set for life financially.
Do you have kids?
no. don't get kids if you don't have a big nested egg that can support kids comfortably. and don't waste money on getting them everything the most expensive and prestigious. there are families in rural areas with like 5 kids and annual family income of like $50k. just cause you send your kids to the most expensive school doesn't mean they'll be smarter - at the end it depends on whether they sit and read the textbooks at home diligently. and sending them to hang out with rich kids may just spoil them and make them lazy.
Bump, you got this!
Sorry Chad, make way for the trans black DEI candidate! It's the beginning of a new era, no room for white boomers like yourself
In all seriousness, bumping for exposure -- hope you get it figured out
Wanted to post an update for all the well wishers: i was able to get a position. I can now take care of my daughters. Thats really all that matters to me. Thank you everyone who supported with kind comments. It meant a lot.
congrats
Genuinely happy for you
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