What is my next move within PWM?
Hey all,
Trying to determine my next move. Spent the last 2.5 years (right out of undergrad) at a family wealth management office. Not much room for growth so looking at other opps within private wealth management/banking. Any specific programs or companies I should look at or should i Just apply to GS, MS, JPM, etc. private wealth management analyst positions? I want something with some sales orientation and client facing potential, but not the hire you and tell you to bring in $5M in assets the first year or your fired deals. Any thoughts?
Private Banking
Thanks Human - look for analyst roles? Any specific companies?
Morgan Stanley, Goldman Sachs, Chase Private bank, etc. I would assume you'd be for analyst given you have less than 2 years experience?
Do you have any licenses?
7, just took CFA lvl 1 in Dec. Can bang out the 66 no problem just haven't been required to at current gig.
I work for a small office that does wealth management as well. Same age as you, but I started my career in a different job/field. Curious as to why you are taking the CFA? Not saying it is a bad idea, just wondering where you're looking to be/thought process. I am currently working on the CFP, but I am more interested in the CFA..
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