12 Comments
 
Best Response

"While I love the financials, I also love making a difference in people's lives and strategically planning for the future. I enjoy building long lasting relationships where I get to grow with the person and add value in their lives. My friends always come to me for advice on what to do with their money, not just WHAT investments but WHEN and WHY. I love being able to educate and help people make better choices for their future. I think this is really where I can differentiate, I can explain things to the layman investor who wants to be hands-off as well as the savvy investor who wants to talk P/E ratios."

Remember, Wealth management is a relationship business before anything else.

Just had my trade dispute rejected by Schwab for a loss of 35k. This single issue alone should be a gigantic red flag to anyone who trades on their platform. If they have a system error, and you do not video record your trading (they actually said this), they will not honour their fuck up. Switching everything away from them. Fuck this company.
 

If the PE firms legit, do that. Commercial banking=back office. Smaller PE firm could have helping a ton on modeling, or if their deal flow is slow making a lot of coffee and cold calling sourcing deals. Plus Philly's a blast in the summer ha.

Ace all your PE interview questions with the WSO Private Equity Prep Pack: http://www.wallstreetoasis.com/guide/private-equity-interview-prep-questions
 

Small PE fund all the way. I am interning at a small private company and right now working on 2 PE Funds (both are $20MM). Responsibilities I get are freaking legit because my boss trusts me. PM if you have any question or want to hear more. But westfald is right, chances are 30-40% of your time will be cold calling and sourcing those funds (it's definitely good experience).

 

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