10 yrs experience w my current firm and looking for a change. I’m currently a relationship manager of institutional clients, but have been a financial planner as well and have my licensing. Curious where to look… salary is currently $175k

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That sounds like a great gig. Is there a reason you are looking for a change? What are you hoping to switch to?

F

What are you looking to get into? Product? Tech? So you prefer client facing, or would you like to explore other options?

Consider transitioning into a different sector within finance, like corporate finance or consulting. With your background in financial planning and your experience working with institutional clients you could bring a unique perspective to roles focused on financial strategy, risk management or business dev.

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