I’m looking for a new opportunity and I’m open to either wealth management, financial planning, hedge funds, private equity, asset management, or trading. I’m more of a hunter/closer not a gatherer. I manage $100 Million in assets, but my book is mostly NOT portable. I’m a CFP, ChFC, hold the Series 7, 65, and Life insurance licenses. I have 12 years experience in wealth management and I’m finishing up my MBA soon with a concentration in Mergers & Acquisitions. 3.6 GPA from top 50 university.
I was thinking about pivoting into UW but if you’re thinking about pivoting out, then maybe that’s a no go…
Yeah I’ve been looking and have seen the jobs on LinkedIn just not getting any bites yet. I’m a full time employee currently (the sector of insurance I underwrite is for-hire vehicles - people who transport other people - like Ubers, taxis,limos, etc.).