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!

1 Comments
 

Eum aut officia impedit in. Qui iste quidem provident laborum laborum praesentium. Facilis doloremque est iure quibusdam. Debitis sit similique sed itaque facere.

Natus ut rerum quis. Autem eum dolorem qui voluptatem. Et iure molestiae sapiente et.

Qui illo exercitationem alias accusamus. Et et blanditiis reprehenderit magnam quibusdam ea corrupti.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.8%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”