I graduated with my MBA in finance in 2020 and began working at a bank as a Management Trainee. 2 years later, I am an assistant to a financial advisor studying to become a financial advisor. However, I have to do this on MY time and not the bank's.
I am not in a Management position, I make as much as a teacher in a good district and I just don't feel my overall self worth at this job. Does anyone have any advice that can help this situation?

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

I’m sorry- this is so frustrating! I highly recommend you leave the bank channel, it’s just not going to get you where you want to be. I’d recommend considering an entry level consultant (precursor to advisor) role at Schwab or Fidelity and work your way up from there. These big brokerage firms are desperate for good fresh talent like you and they’ll pay 6 figures with plenty of built in training. Get your money honey!

like

Switch and find a new career before you get too deep into it. Management trainee doesn’t always translate to management positions.

like

Related Posts

Received an offer for advisor, strategy & planning at TransUnion. Anyone at TransUnion know the difference between a manager and advisor? Which is higher in the hierarchy and what are the salary ranges? I have 20+yrs in tech/finance. The role is remote.

like

How is Accenture strategy as a company? WLB, culture, career growth, competitive compensation? I am from tier2 Bschool and post MBA I have experience of one full implementation from Supply Planning side of 18 months in o9. If I am interviewed for level9 how much can I ask? Current CTC 11.6 Total YOE 2.8 Accenture Deloitte USIDeloitte IBM Cognizant McKinsey & Company EY-ParthenonPwC

Microsoft is hiring an account executive and I’m really interested in the role. I have B2B sales experience in a different industry, but my skills include lead generation, prospecting, account management, negotiating, etc (all within the C Suite and other decision makers).

Would appreciate knowing if this is something I have a shot at with no tech sales experience and what I could expect for promotional opportunities and compensation.

Thanks for the help!

like

I have been looking at the curriculums for Harvard Business School's Master of Business Administration and Harvard Extension School's Master's in Management. They both have the same requirements, generally speaking, including a field immersion course that serves as a capstone in the Master's in Management, which is fairly new. If I am not able to gain admission to Harvard Business School, but wanted a similar educational experience to become a consultant, should I attend Harvard Extension?

like

Hi @AIRBUS fishes, Can someone throw some light on the the different grades/designations ? I see E4 , Technology Lead mentioned in my offer letter.

like

Just secured a legit ft new grad tech role starting in july not big tech. Should I keep applying all these highly leveraged companies are rescinding offers so im worried about mine even though its a stable company.

like

What package can I expect from KPMG GS for the IT Advisory Consultant role?

Current CTC: 8.3 LPA
Experience: 4.5 yrs

like

Hi Guys,
Help needed!!!
I got offer from HCL for the position of Lead consultant with(23.49 fixed + 3.51 variable). I have 8 yrs of experience. I want to know if this position is same as Team/Tech Lead ? As in my current organization I am working as Team Lead. And also how is job security and work life balance in HCL?

like

I really wanna get into management consulting/PAS, from tax. I hate tax. Don't wanna waste my youth doing this when I know I can be my best elsewhere. Any recs on how?

likesmart

How you suppose to succeed at PwC, if you’ve been rated a Tier 3 every year, for the past 5 years?

likefunny

Partners,

My firm is immature in guiding development planning. I have energy to accelerate to the next level of responsibility.

What evidence distinguishes an analyst as ready for the next level?

like

Can anyone help with a product manager role WFH possibly for 4-7 years of Experience?
Any reference will help.

like

Hi Folks,
Capgemini is hiring for below positions. If interested kindly DM me for referrals

Post Photo
like

Is anyone here in KPMG’s CRM Risk practice? If so do you know if they are still hiring??

like

About to interview for Tech Architect role in Slack Any pointers on what I should expect in the first round?

like

What are the easiest practices within S&C to go from A to C? Or does this not really matter? Anywhere I can objectively see the performance of each practice?

like

Hi, can someone please refer me for an intern position at Google. I've solved more than 350 LC problems and also had done Competitive Programming

like

Considering a career change as a second year audit staff who is burnt out and overwhelmed in public accounting. For those who have left the big4, would you recommend moving to a smaller regional firm or going into industry?

like

More Posts

what are the more common externships at bain - specifically from HQ. I've seen nfl several times

like

Best big law firms for white collar defense?

like

Anyone can help me with getting a referral with Google,Microsoft or any other Saas company. I have over 2 YoE in Commercial Sales and currently at Dell. Any help is appreciative

like

How hard is it to pivot to a BDR/SDR role as a tech consultant from a boutique firm with 1-yr experience? I don’t have previous sales experience, except for my time at a call center which lasted for two months until covid hit. What should I be doing now to bridge this knowledge gap? Is there anyone willing to give a referral?

like

Anyone hiring fully remote AEs?
28% close rate, 65% win rate. Top in my segment.

like

Hello! What is the best way to structure a discovery call for SaaS sales? e.g. share a deck, only focus on their use case (current state, goals, pain, etc.), share a story, etc. Lastly, how do you go further than surface level, like if they mention they are having issues with xyz, which is usually a symptom of the problem and not the problem itself. Any info would be appreciated, thanks.

like

Does anyone know the salary of a beginner para planner at Ameriprise or any other broker-dealer?

What's a graphic designer with 3 YOE make these days? Because I'm definitely underpaid 42k/year after 2 promotions.

like

What are some good agency internship programs other than the Kennedys (Amsterdam/London) or The Pipe (Ogilvy London)? Even better if the chances of hiring are high.

helpful

Looking for entry level ux/or internship. Want to convert and having no luck. Yes I updated my portfolio and am certified. I’ll take what I can get.

like

Been looking to pivot from my current energy analyst position to roles in energy, sustainability and environmental consulting and have seen a couple of interesting positions in Deloitte, EY, KPMG and Guidehouse. Anyone currently in these types of roles and willing to look over my resume and potentially give a referral?

“I feel like I’m the stupidest person here”
“You are not stupid. You literally work at one of the top consulting firms in the world”
“I literally got a 6% in one exam during undergrad”
“Well damn I guess you are stupid”

likefunny

I have been a software developer (professionally) for about 7 years now, but I’ve decided to move out from that job and do something else (still in tech).
I don’t know yet what to do exactly, but I know I just don’t want to be only writing code every day.
Tbh, I am scared. But I have set myself one year to learn something new.
I also want to go for a job that pays more (55k€ currently). I live in Paris, France, and software developers are not well paid.
Any suggestion for a career transition?

likeuplifting

Hi
Which company should I join -
Infosys or Cognizant or Mobile Programming LLC?

like

I’m leaving my job soon but I’m wondering if I should be truthful when I hand in my letter of resignation. There’s a ton of reasons but it boils down to: I’m worth more than they can pay me and I need to pay off these student loans. What should I say?

like

Sooo who’s working on Pfizer’s covid vaccine?

like

So I say this with complete humility and an understanding that this is a fortunate-ish situation to be in. I’m in a position where I am tied to nothing, I have no children, spouse, or house. My job, which I’ve loved until some recent significant leadership changes, is sucking the life out of me and I think it may be time for a change. Because I am able to “pick up and go” I’m open to opportunities and locations. I’ve never worked with a recruiter but was hoping I could get some recommendations!

like

What do you think about Vice President who forgets what’s discussed in the last meeting and have to start the business story from the scratch again? Attending a meeting unprepared every time. I don’t know where he uses his brain for. So uninspiring.

likehelpful

What is the use of earning badges in Level up? Is there any advantage to this?

like

Any reason why the listing agent recommend I use a specific title company?

like

Additional Posts in Jobs in Finance

Hi all,

Can anyone share some insights on the Associate managing consultant role at Mastercard? I am curious to understand the culture, the projects and the salary as well.

I can't DM yet as I am new so please feel free to DM me.

like

I am looking into a Product Manager role at M&T Bank. Does anyone know the salary range or can tell me about the work/life balance?

like

Hi everyone. Does anyone have salary info for senior associate hires at LSEG UK? Thanks

like

Hey all! I have an interview with
Deloitte in Regulatory Risk and more precisely in their Investment Management Services team. I would like to know if anyone
knows what the job entails exactly. I keep hearing about people "fooled" into taking a job in risk advisory thinking it'll really be advisory while they only end up doing IT and Audit support (which I do not want to do).
Is it the case here?
Thanks!

like

Does anyone work for BetaNXT? How is the culture? Any information on Project Management roles and salary range?

like

Has anyone recently done a HR interview at UBS?
I’ve completed the first interview with the hiring manager and a colleague, and have been fortunate to get to the next stage but im unsure how to prepare. I’ve done the usual compentencies, strengths and weaknesses and company research. But I don’t want to fail at the last hurdle as I really like this company and it would be a dream to work there any support or guidance would be greatly appreciated.

like

How does first 3 months at JPMorgan Chase look like.
I have been hired as Regulatory Reporting analyst?
Any tips??

like

Hey! I’m from Spain, and I’m thinking about find a job overseas, maybe in central america or southeast asia… I have experience in finance consulting… do you have any recommendation, contact or tip that could help me?

I don’t know if try to find a job first and move then, or move out first and find a job from there.

Thanks!

like

Trying to get an investment job in Toronto as a new immigrant. I have 4 yoe in consulting, investor searching and financial service (risk). Currently working at call center to get local experience (bilingual), opportunities for internal transfer, while preparing for CFA 3 Feb 2023. Any ideas what to prepare in extra?

like

I am an Indian CPA and pursuing my level 2 Cfa. I have worked with family office and Swf and have relocated to Vancouver. Any tips on where to begin my job search

Is IB worth the sacrifice of WLB? Obvious pay is really good but are the prestige and pay worth it if you’re planning on only doing it for a couple years?

Currently working at an IRA with great WLB. Honestly I love my job, the firm, and people I work with.

Also doing MBA part time at a T15 school. Thinking about switching to IB but I’ve done my research and I think I would burn out of IB in two years but I might be ok with that for the opportunities after.

like

Graduating with my finance degree in about a year. I took a part-time healthcare position fill my employment gap but most of my previous experience is in manufacturing logistics and customer service. With my background, how do I break into a finance or accounting role? What positions do I apply for? I would like to make at least 45-50k a year min starting if possible.

like

I’m looking to get into the banking world. I have 3 yoe in FinTech as an analyst and a manager. I’m interested in becoming an analyst at JP Morgan or Raymond James. Can anyone share what the WLB would be as an analyst? Or any suggestions on other companies I’m not thinking of? Located in Tampa, FL.

like

Looking for feedback on whether Mizuho and MUFG have similar cultures. Thanks!Mizuho MUFG

like

I’m 2 years out of college and have been working at a bank as a corporate accountant. I’m thinking about making a transition from to IB/ more finance oriented role. Any advice?

like

Hi everyone - I have experience in Investment banking domain and I am looking for a new role in Canada and would appreciate your support. I have experience in M&A, DCF, Buy side , sell side, Financial modelling, compliance, due diligence, Thank you in advance for any connections, advice, or opportunities you can offer.

like

Hi! I want to become a Credit Analyst. Can someone refer me to Pacific Premier Bank or Deutsche Bank? Thanks a ton

like

I have been going on interviews and noticed 2 department heads already assume I was laid off or fired due to a 4 months gap. I explained I left my last role due to short term health issues that have been resolved. Not even sure how to respond when they assume. Any advise? Thanks!

like

Joining LSEG soon in UK. Can someone tell me 2 key questions.
1. What’s the paternity policy at the firm?
2. What model of iphone does the firm give its employees.
Thanks for your help.

LSEG
Refinitiv, an LSEG business

like

How can you transition from Operations to a Consulting role?

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