Hi everyone, I’m fresh out of school with an MBA (did a 3/2 program) and started 3 months ago in a full-time IB role. I chose the wrong career for me and feel as if wealth management would be a great pivot. I’m open to any advice on what to expect in entry level wealth management roles either at independent shops or wirehouses. Thanks!

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Nicely done! Lots of places put sales first, but there are great opportunities for young people like us where an older advisor is retiring and needs to "groom" a new person which wouldn't lead to much of the generic sales stuff. Plus the mentoring is invaluable. All depends on the situation. Best of luck to you.

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Thanks! And you as well!

Where did you do your mba?

Unfortunately no, it’s a boutique M&A shop.

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