What Should My Next Move Be At This Point?

35 years old. Stumbled into Wealth Management from a no name Master's in Poli Sci ~6 years ago. Currently making ~$150k as wealth management advisor to US $500M book of business for non-BB very large wealth management firm (+$900 Billion AUM). Should I just stay pat and count my blessings given my background? Ideally, I'd like to take a year off in Europe studying (B-School?) and come back to the States making more money. Is this feasible? If so how? Any advice or attempts at advice greatly appreciated. Thank you in advance.

3 Comments
 

michaelc.mar, bummer your thread hasn't had a response yet. Sometimes bots are smarter than humans anyways:

  • Career Advice? Aka what should my next move be? my next move should be. If any of you can offer any advice, I'd be extremely grateful. ... RE units at larger firms. What and where else should I be doing to find the next gig? 2) How the hell ... thought that counts). As for my actual questions: 1) Where the hell should
  • unemployed what should my next moves be- unemployed job job search ...
  • Career Advice- Not sure what my next move should be much of my time at work bored out of my mind. I'm really struggling as to what my next move should ... months. Next stop for me was/is my current gig. I'm at a large firm working in basically what is ... What sorts of industry associations should I
  • What should be my next move? and I'm absolutely hating the mind-numbing work.I took this job because I had a lot on my plate ... have as much time to network as I would have liked to, and this coupled with the abysmal FO OCR my ... a non-target (think Penn State, Udel, Maryland) with a 3.5 GPA (3.8 major GPA) this past spring. Recently ...
  • Next college kid to send me unsolicited spam to my work email asking for a job is getting kicked in the fucking face. 12pm to 6pm to 3am in the fucking morning. You know that makes my fucking blackberry go off at 3am ... relative. but beyond that, i have no time for spam emails. You know what this is like? it's like me ... I don't know why you people think this shit works. IT DOESNT. Seriously if this is how you ...
  • C in Financial Accounting- How does this affect me? What's next? mary move to raise my GPA for Junior Fall SA apps. If I get all A's, which is honestly very ... possible, I might be able to bring up my GPA to a 3.65 which rounds up to a 3.7. **tldr: **Got shitty grade ... semester a good move or will recruiters think I'm dumb? Or should I replace one with Accounting? Worth ...
  • What my next steps should be to get into asset management want to be the guy who closes sales/deals, rather I want my research and investment choices to be what ... me advice into what type of internships I should apply for whether it be private wealth management, ... a full time job within Asset Management / portfolio management. With this being said, the best thing ...
  • More suggestions...

If we're lucky, maybe these professional users will respond: @Dennis-Fan" @Gummo77" @James-Lim12"

Fingers crossed that one of those helps you.

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

Going for an MBA is a solution amongst others. It depends where you see yourself in 5/10 years time. You could go for Bschool but I doubt you would stand a chance for IB/PE, you are too old. You could try to advise on a bigger book, with or without a MBA. If you feel you Are stuck at your job an see no possible progression I can only recommend to got to BS. Is the MBA cost worth it for a 5% salary increase? What MBA can I get in? and MBA what next? These are the questions you should be asking yourself

 
Best Response

Fugiat autem eaque consequatur delectus qui. Excepturi molestiae recusandae iusto impedit aut nihil ut. Voluptas consequatur voluptatem ut saepe nam iusto. Facere eos quod voluptas amet nihil omnis. Rerum dolore dolorem aliquam quo facere et.

Sapiente quae similique dolor fugiat. Minima quod molestiae doloremque iusto architecto iure. Fugit cumque nam eos beatae omnis et veniam. Exercitationem corporis vitae sed aliquam. Aperiam et amet deleniti facilis unde aspernatur sequi. Ratione eveniet quod eos tenetur.

Eum voluptatem soluta temporibus sint ut quia temporibus. Voluptas consequatur harum recusandae. Fugit vel quos maxime aut dolorem officiis sed ut. Sit atque sit consectetur maxime quasi ratione.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (68) $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

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...”