I am currently an adviser at Fidelity. Does anyone know how difficult it would be to get a position in the financial realm… but at an engineering or tech firms? How would I find a position like that and/or what would the names of these be. I would like to hold my licenses but would be willing to give them up. Ideally working with the firms investment ventures but I don’t really know what’s out there.

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Posting as :
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As an advisor your skills would be a bit tricker to translate over in to a financial team at a tech firm as it’s more accounting skills they are after - excel and coding skills are being more sought after for these roles more often. So, would recommend looking into getting some training in these skills.

However, I would probably recommend looking more in to business analyst/business advisor roles as these are probably more suited for the skills an advisor would have. These people work closely with the finance team using the data they provide to make day to day decisions.

Hope that’s a bit useful for you.

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I am having a hard time understanding what you are asking. Please clarify.

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Look for advice. I am a relationship banker looking to move from one company to another. I used to work for one of the biggest banking companies. I'm looking to work for smaller banks. I interview well but just can't close the deal. Any advice that could help me close the deal and land the job?

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Are you trying to work at a venture arm of a large public company? Not clear what you’re asking

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