Want to get out of Wealth Management

Hi Everyone,

I have been out of school working in wealth management and honestly have been very disappointed. Think elite boutique (average client 5mm, I have my 7 and 63). I want to change careers for a couple of reasons, 1 I think are clientele are boring - i sit around talking on the phone with old people all day and do I bunch of planning work for them. Can't see myself becoming an adviser and the opportunities outside of that are slim (this scares me the most)

Any suggestions on where I can lateral, i do enjoy finance (i understand it's broad). I was thinking about taking an accounting night school (Berkeley maybe) and moving into audit(2-3 years), mba, advisory, cfo? How hard is it to get an audit job from accounting night classes vs FT? Any other suggestions? CFA?

I want to work with companies, that's really it.

Thanks!

 

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