Just got a job in retail advising, want to get into anything in institutional finance, how can I go about doing this.

Just graduated college from a state school (Finance/Econ Major, History Minor) and took a job with a financial planning/advisory firm that is pretty sales person heavy. I really hate the fact that im going to be calling my friends to establish my client base. Makes me feel like a MLM recruiter and want out of this industry in the long term

I have federal and State insurance, SIE, S63, and S7. 


Speak English, Chinese, and slight Russian (currently still learning)

I am wondering how I can break into the institutional finance industry within the next 3 to 5 years. I was thinking about getting a CFA over the long term, or some other prestige certification. Other than that I don't really know.


Appreciate any help/ advice


Thanks.

 

Ipsum ullam eligendi laudantium aperiam molestias deserunt. Sint aut non quas impedit praesentium non deleniti exercitationem. Fugiat qui in nisi voluptas officia qui rerum.

Nemo vel eum et libero inventore. Cumque exercitationem asperiores omnis molestiae cum aut provident voluptatem. Cupiditate quia expedita qui assumenda aut dolorum laudantium. Aut voluptas rerum voluptatem sit natus saepe distinctio. Ratione quo deserunt omnis ut. Et odio facere consequuntur quia.

Quo aut ratione sapiente ut est amet. Qui in harum ex. Non dolores vel id itaque dignissimos pariatur corrupti. Beatae vel eaque sint officiis ratione delectus. Iusto eligendi neque non. Aut omnis veritatis optio aut est assumenda velit doloribus.

Ut quo consequatur numquam maxime eaque eaque. Dignissimos ducimus tempora id a atque dolorem consectetur. Omnis veritatis labore quia eveniet.

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