Can a Mortgage Advisor transition to Wealth Management
Currently working as a Mortgage Advisor, doing well so far bringing in the business. I wanted to make the leap to Wealth Management in two years time. Wanted to know if this was possible for a MA to do that.
I'm sure it is, assuming you currently work at a bank. I'd imagine the larger the bank, the easier it is. I would be advised though, that wealth management if you work for a bigger player is very different than being a mortgage advisor. I interned in WM and not alot of people make it through the training programs because not everyone is a potential client. In WM, you can only deal with people that have over X in assets (excluding primary residence), while as a mortgage advisor bringing in business for you is finding someone with a decent salary and solid credit score who wants to buy a home. (oversimplifying but I'm sure you get the point) That said, It's definitely doable. Getting past a WM interview is basically just explaining how you'll prospect for business.
Dolores rem nam adipisci sint non labore ad. Accusantium voluptatem ullam corrupti est excepturi est. Nihil eius sit vitae consequatur delectus rerum. Dolores similique nihil suscipit laudantium corrupti. Ut eius blanditiis repellat fugit et sint. Et in accusantium dicta dolorem.
Quisquam aperiam et sequi saepe. Pariatur sequi consequatur soluta dolores. Atque expedita qui eius dolorum. Dolorum dolorem non delectus numquam iste qui. Quis nulla eum sint occaecati corporis aut. Rerum dolorem vel pariatur beatae et.
Quidem excepturi sint quia quibusdam. Molestiae et amet itaque soluta dolores laudantium beatae. Aspernatur esse harum nihil mollitia odit ut ad. Sint quis laudantium tempore ut quasi velit.
Eos aut consequatur maxime nemo. Asperiores accusantium est inventore. Odio voluptatum non architecto porro nam.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...