Does anyone know about jumping from Wealth Management roles into a different line of business in Finance such as Asset Management or Corporate Banking? Wealth Management is not my cup of rea. Currently 27 yes old and have a major in finance minor in Econ ( also series 7 and 66)

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Try getting into corporate trust! It's a beast, but pays very well coming in

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I’m looking at doing the same. Just turning 29 but a marketing degree, series 65 and CFA level 1. Everyone is telling me to go to business school to change.

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If your base salary is materially under vs. market due to firm salary freeze despite fighting for it &directors pushing for it. Yet you have strong support to progress internally. Would you leave?

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