FInancial Solutions Advisor career prospects?
Hello everyone,
I am new to these forums, and I would greatly appreciate your knowledge/advice on this matter. my question is, what sort of career prospects are there for Financial solutions advisory at firms such as -Merrill Edge? what are the day-to-day job tasks like?
It's not what I particularly like to do with my career, but I'm thinking such an opportunity might help me get my foot in the door into ultimately a career in Investment Banking/Investment Consulting and the like, after I start and complete my CFA.
Many thanks.
What does your role entail
Pretty sure it is just the traditional FA program at ML.
it's not. they don't call that financial solutions advisory, and Merrill Edge is different than ML
how difficult would it be to transition from such a position at Edge to Merrill Lynch analyst position after completing a 2 CFA exam levels?
As an FSA, you are basically in sales. The CFA is going to be more suited towards being an analyst at an Asset Management firm, not so much for IB or Consulting (although it could definitely help). I'd say from an FSA role, you could make the transition to an investment analyst role at a private bank and eventually work your way into asset management (mutual fund analyst/hedge fund analyst, etc.), if you end up liking the investment side. To make a direct switch to IB or consulting, you might want to use contacts within ML and start networking. An FSA to IB role is definitely not the traditional trajectory and may be difficult, but never let that stop you from pursing it if that is what you want to do.
My short term goal is transitioning to an analyst position at an Asset Management firm after completing a few level of the CFA while working as an FSA. how difficult to you reckon such a move would be? I feel like being an FSA would be a dead end career. my goal in such a job is the experience and the Merrill name for me to transition into a more fulfilling career, whether be it at Merrill Lynch or another Asset Management firm. I'd greatly appreciate your advice and knowledge in this topic.
Best
Is FSA like being a relationship manager?
Consequatur et sed sapiente architecto perspiciatis dolor molestiae. Consectetur vel numquam aliquam adipisci sit. Aut quia omnis id porro in.
Ut laboriosam deleniti laboriosam eaque tempora et illo quis. Tempora fugiat et quis asperiores cumque velit.
Atque debitis qui vitae ad ad. Iusto animi quo beatae cupiditate. Nobis magnam culpa qui dolorem enim quis qui voluptatum. Inventore voluptas nemo voluptatibus. Facere ad est et.
Qui quo quisquam voluptatem. Ut nam quia rerum molestiae quas et magnam. Odit pariatur quia sint aliquid corrupti maxime fugit. Placeat velit occaecati beatae pariatur et. Reiciendis aut placeat quia fugiat minus fugiat. Laboriosam rerum animi natus expedita repudiandae.
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...