I was approached by two different teams in my firm about filling vacancies on their respective teams. Of course, this is a good problem to have, but it has left me with a lot to think about, as the opps put me on very different trajectories compared to where I am now.

If anyone has had similar experiences, how do you best evaluate the crossroads? While money is very important, I assume it isnt the only thing.

Has anyone here dealt with a similar situation?

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Can you talk to current team members and get a temperature gauge? Maybe come up with a list of some questions to ask based on things that you prioritize in the workplace.

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Not only that it could be something she could enjoy in the future!

I would talk to members on those teams to gather their perspectives. It might be something you’d be willing to entertain a change in career paths. It might be something you’d e job more

Absolutely, that's my thought as well. Employee culture and team cohesion are so important, and I think many employees would love the opportunity to speak with the team before they agree to join! I wish I had done that at my current team, lol.

I would try to talk to the team members of each to try to gauge what each culture will be like

It's highly advisable to talk to people on the team and get a sense of things. Also try to find out some details on the work and get a good sense of whether what they're doing would suit your long term goals. Even if the team seems great, you don't want to get involved in something that takes you down a blind alley, or at least off the main road.

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Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

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