CFA®/CFP roles + PWM question
Hey guys,
I've worked ~4 years in equity reserach (have CFA® ) and have recently switched to PWM and am planning on taking the CFP. i enjoyed research but did not like having my comp tied to stock calls longer term.
My new role isn't up to par with I thought (more account services) and I am looking for a role within an established team that would have a blend of CFA® /CFP type responsibilities. Are there such roles out there (i.e more technical vs. operational tasks)?
Secondly, what other CFA® /CFP blend type of roles have you guys came across?
Thanks,
Yep there are plenty PM me if you want
Hi Shorttheworld, seems like you have some good insights. Can I PM you to learn more about the roles that combine CFA/CFP?
A little bit about myself. I am a CFA thinking to pursue CFP. Learning more about what career options will greatly help.
Voluptatem eaque illum ut ipsum aut cumque. Nemo quaerat beatae aut. Et suscipit quis sit quod. Asperiores repellendus consequuntur repellat adipisci quia.
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...