Did you jump straight into Wealth Management, or did you have a career detour in another industry or field before? Would love to hear your journeys!

like
Posting as :
works at
You are currently posting as works at

I started my career as a middle school math teacher. After doing that for 12 years, I decided I needed a better work/life balance and found a role as an advisor. I took 4 months to pass all my licensing exams and hit the ground running. It's amazing how transferable skills are - education isn't just in a classroom!

like

Interestingly, I started my career in marketing before transitioning into Wealth Management. It wasn’t the traditional route, but my background in communication and understanding client needs has been incredibly valuable in this field. It’s amazing how transferable skills can be!

Related Posts

like

Hey can anyone shed light on the Technical Accounting Consulting group at RSM compared to Big 4 (EY FAAS) with regards to work life balance / middle market client demands / flexibility?

likehelpful

What’s your favorite family tree maker / tool?

Preferably not too proprietary of a format but ease of use is prolly the top priority.

like
like

Does pwc AC do mid year promotion this dec? PwC Pwc AC

likefunny

For those that use Grindr, has their Kindr campaign had any real impact on how you use the app/messages and matches you get?

like

How do you remedy mild mold smell from the house? Non-visible, so it may reside inside walls or in ducts. No leakage or flooding issues in the basement.

like

Serious billing question - if during the course of the day, you first receive an email from Client A at say 11:10am and you read it, you then respond to it at 12:20pm. You get another email at 2pm from Client A and respond immediately. The next email comes in at 4pm, you read it and respond only at 4:30pm. None of the email responses take more than 3-5mins. You are working on matters for other clients at all other times during the day. How much are you billing for Client A?

like

Is there a quick way to earn status on delta?

like

Is your agency Agency most interested in their DEI initiatives when pitching new business?

like

I'm in my bag:(. Is there anyone I can DM for relationship advice? It's a long story. (BlackF26) for context.

likefunny

Is it a red flag if they’re an associate?

smart

Which companies use Ruby as their tech stack

like

Hello! Does any one have any insight/advice for a McKinsey interview? I have a call with a McK recruiter next week to discuss my background, which will hopefully lead to official interviews. Any advice would be greatly appreciated, I’m new to exploring the mgmt consulting world.

I am a Strategic Sourcing Manager with 7 YOE in both direct and indirect spend across various industries (Life sciences, IT and Insurance) I have been offered a role with Fidelity for 13 lpa + 1.5 variable. Offer seems better than the national average for similar roles but I feel I would be underpaid based on the current market, my skills and value I will be bringing to the table. Any suggestions for offer negotiations?

like

Is there any way SAP CRM/C4C cloud person can join salesforce . I am pure functional and not technical. What roles are possible ??

like

Hi folks. Going to join Thoughtworks as a senior consultant soon.

Want to ask so they give any goodies to new joinee? Or even to existing employees? If yes, what do they give? Excited to know these little details.

Yoe : 8
Ctc: 29

Hi Bowlers, I need some suggestions in choosing between ZS Associates and Thoughtworks
ZS - 15l fixed
TW - 18l fixed
Please help me out with your points considering Job security and learning opportunities.
Ihave 5 years of experience as an SDET.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal