Hi, I just joined WSO as I research my next career move and try to focus my networking and skills. I look forward to reading a lot of posts and checking out the website, and interacting with others.
I have a diverse background which unfortunately "evolved" more than resulted in long-term planning. It includes insurance (claims, Actuary, business analyst), M&A for a private corporation, Finance Manager, Analytics, and most recently I started a small hedge fund with friends and family - which I recently closed. I had tremendous investing success when managing my own money but underperformed for partners while being patient and setting up for a correction for too long (which happened days after I liquidated). But i digress.
Being in my mid 40's and not pursuing finance immediately after college graduation (also have an MBA), I feel it's just too late to join a largefirm. I have had 0 luck getting an interview even with an employee referral. I have looked into being a financial advisor which I think would align nicely with my skills and would be rewarding, but I am not into the sales aspect of it.
Has anyone with a diverse background made a mid-career transition into a financial advisor position or investment management position at a firm that works as a team? In a situation like that I could, working with clients, performance analysis and computation, etc without having to cold call or chat up relatives for their money. I'm more of a math/analytics/research person (have a CFA exam, mba finance, econ undergrad, some actuary exams)
Sorry for the long post and for not using all of the acronyms, and THANK YOU for any input, suggestions, advice you can provide from your journey.