I am in need of Major Advise: Do not know where to start!!!

Hello all,

I am new to the forum and I need help on starting my career.
I am currently from a non-target school. Age 24, still working on my Bachelor degree as of this time. I have 5 years of experience in the finance industry, with 1 and a half at Chase as a banker, and the other 3 and a half as an insurance agent. My end goal is to become a financial adviser before, however, that has changed. Long term goal: I am looking at Asset management and wanting to get CFA certification and eventually working at a hedge fund ( very broad, I know.)

I am overwhelmed by the amount of information out there and I do not know where to start with my career due to my age. I always been interested by equity trading and asset management, however, since 19, my career path has been solely dedicated towards becoming an FA.

If anyone has similar experience, please tell me how to kickstart my career.

Thank you for all your time and help!

 

Voluptas debitis perspiciatis qui et dolorem occaecati alias. Est quaerat cumque et tempora dolorem ducimus consectetur. Enim rerum quis sunt labore consequatur necessitatibus. Quidem eligendi dolores eos labore et. Esse doloremque et ad est aut officiis. Iure repellat velit alias corporis provident nulla. Neque consequatur quas cupiditate dolorem sed esse magnam.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $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

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Betsy Massar's picture
Betsy Massar
99.0
5
CompBanker's picture
CompBanker
98.9
6
GameTheory's picture
GameTheory
98.9
7
kanon's picture
kanon
98.9
8
dosk17's picture
dosk17
98.9
9
Linda Abraham's picture
Linda Abraham
98.8
10
DrApeman's picture
DrApeman
98.8
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...”