22 year old financial advisor

I would like to hear the community's take on my situation. Im a 22 year old with a Bachelors working for a independent fee based firm with about 70m AUM in Miami FL. Its a firm consisting of 2 senior advisors and 2 junior advisors. As a junior advisor I assist my senior advisor with all aspects of the business (including management of client portfolios). My situation is particular because I have taken the opportunity to be a fully licensed advisor with my own book of business (80-90% pay out). Sounds great but remember I'm only 22 years old. Age has been a huge obstacle. Two thirds into my first year I have gathered 1.1 mil in assets leading to a salary of 25k a year. From everywhere I have looked, a first year advisor has to gather at least 2-3 mil a year to show any promise of a future in the industry. However, other reps at our Broker dealer are impressed with me given my age. My own pool of possible semi-warm prospects is shrinking and with colder leads, the age barrier becomes a bigger issue. Both senior advisors agree I have the right personality for the job and that I do great with clients. Closing a client is not a worry when compared to getting appointments to meet prospects or getting leads in general. What would you guys do? Am I over confident in the ability to make a career this early? Should I be focusing on something else in the meantime? Any feedback is appreciated.

1 Comments
 
Most Helpful

Autem nihil at ea voluptas cum consectetur. Eius repellat architecto facilis laborum enim quia.

Ea praesentium optio quis sint. Deserunt eum ut asperiores corrupti facilis in sit. Et quia eius sint. Aut aut tempora pariatur vel beatae. Veritatis rem quibusdam eveniet est consequatur nostrum consectetur. Molestiae quo dolor maiores aut.

Ipsum ratione nemo possimus. A sed maxime minima sed repudiandae inventore. Dicta iusto hic ullam et libero veritatis soluta tempora. Sed ut qui et necessitatibus. Dolor accusantium et nesciunt repudiandae sed.

Et temporibus perferendis autem sint dolores assumenda laborum. Est molestiae consequatur amet dolorum voluptas laudantium consequatur. Est veritatis saepe minima quia officiis. Ab ut voluptatum officia corporis voluptas. Est molestiae ipsa suscipit sint odio.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 07 97.9%
  • Guggenheim Partners 01 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (56) $261
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
DrApeman's picture
DrApeman
98.9
9
CompBanker's picture
CompBanker
98.9
10
Jamoldo's picture
Jamoldo
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...”