I need advice

Reaching out to the community for advice. I am 24 years old and trying to break into the financial industry after working in consulting for a year and a half. I graduated from college with a degree in finance two years ago. After leaving the firm, I passed the SIE and Series 66, and I am now preparing to take Series 7. With that being said, it has been very tough to get my foot in the door at firms, even after going through several interviews at a few. My goal is to work at a WM or an asset management firm.

I received an opportunity to work at an insurance and investment management company that is recruiting "advisors." I know this means I am building a book from scratch. This is not the start I had in mind, but I do not have any experience in the financial world, and time is ticking. If anyone can share possible thoughts about this opportunity or thoughts to break in, it would be greatly appreciated. 

1 Comments
 

Eum et perspiciatis consequatur qui. Illo molestiae quidem impedit occaecati harum. Sit debitis deserunt architecto consequatur enim eius. Voluptatem soluta ullam pariatur in illum nisi ut dolor.

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 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 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
Betsy Massar's picture
Betsy Massar
98.9
6
GameTheory's picture
GameTheory
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
CompBanker's picture
CompBanker
98.9
10
bolo up's picture
bolo up
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...”