Okay, so I have experience in corporate finance and do eventually plan on getting my MBA. However, I am kind of tired of Corporate Finance/corporateanalytics and want to go more into sales/investments. I was wondering once an FA, assuming you do well if there are exit opps post MBA (what kind of MBA/bschool program can you enroll in) or if you are supposed to stay in an FA position (maybe trading/PWM) etc...
Trending Content - Wealth Management
Career Resources
There are no exit ops from being a financial advisor (and PWM is a subset of it, trading most definitely is not) You can also pretty much forget about investments as well, the closest you'll likely get to it is picking mutual funds and designing portfolios for clients, if they even let you do that. Many places will only let you administer a risk tolerance questionnaire then put them into the assigned portfolio from the home office.
Would you say instead of going toward FI it would be good to look into a specialized firm? My current role is in corp credit dealing with and analyzing customers in the power industry $5mm to $150mm total exposure. Could I transition better utilizing this experience than taking the FI role?
Dolor possimus provident voluptatem cupiditate. Molestias adipisci explicabo aut qui est qui.
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...