Career Advice for a wealth management sales professional?
Hey Everyone.. I have finally joined WSO after years of lurking... hoping some of you can help put me in the right direction.
I started my career different. I saw so many friends go to university and graduate with a finance degree only to go work at some retail company making minimum wage. I didn't want that.
I went into banking as a teller and worked much way up to a relationship manager for Citi working with clients from $250k net worth to $10m net worth. I keep a close relationship with PWM and focus on investments and wealth management as well as some lending.
Anyways, I'm 23 years old and have a client book of business of approximately $125m spread across 450 clients.
I'm finishing my undergrad in finance. I am a 3rd year and will be done in 2 semesters. I focused more on work than school so I will finish with about a 3.3 gpa and it is from a public university in California (NOT A UC)
I am confused as to where my career is headed. It's natural to be confused I suppose, but I'd really appreciate some guidance. I'm considering PRIVATE Banking, but not sure how to get myself in.
Another dilemma is I have an extremely competitive base with a high bonus and earn close to 150-200k a year.
What would you do? I'm in it for the long run and want to make the best career for my self and my family. I am getting married in a year and a half and I want to make the right choices.
Any advice will be appreciated!
Qui quasi dolorem animi consequuntur assumenda. Repellendus reprehenderit nam voluptatum voluptatem unde eos.
Eos iusto recusandae enim quae dolor. Dolores possimus quia nisi qui harum dolores laboriosam. Doloremque magni quis voluptatem iure.
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...