If you could redesign your career path, what would you change? I think I would’ve trusted my gut a lot more instead of staying in roles that felt “fine” but weren’t truly fulfilling. I probably would’ve left certain jobs sooner, been more honest about what I actually wanted, and worried less about disappointing other people. What would you do differently?

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I wish I would have said yes to international role

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That’s such a big one. International roles can feel scary in the moment, but they usually come with so much growth and perspective!

Some govt job with a full pension would have been smart.

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All I know is they retired at 55 with full pension and govt medical and I’m jealous! More than one friend. Doing great, no worries about retirement $, traveling everywhere…

I wish I would have found mentors earlier in my career and not limited mentors to people in my exact field. I was always so concerned about imposing on someone’s time. Now that I am a mentor, these are among the professional relationships I value most. Mentoring is incredible rewarding and has helped me develop, too.

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I love this. It’s so relatable to worry about imposing on someone’s time, especially early in your career! Funny how it changes once you’re on the other side and see how meaningful those relationships really are.

started off in big4 rather than just a big company like my father instructed me (he is in sales lol)

unsure, it depends if i get this gig im currently interviewing for.. I currently am 30 have worked in FP&A for a few years and (hopefully fingers crossed) going to start working in Consulting in a few weeks. I just had the Round 3 interview today with an MD, and he told me I moved on.. so I am thinking I have one more in person interview remaining!! So, will have to circle back here. Great post btw.

I would have went to New York like I wanted and then go into the administrative path if the music didn’t take off.

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OH: (RE: required meeting attendance)

"Ok, fine. I will say yes now but fair warning I may fake my own death beforehand."

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Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

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How do I jump ship from FP&A? My dream job used to be education or something more creative and I want to make that switch.

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Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

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likehelpful

I am so beyond ready to leave my current job, but can’t yet, since bonuses are paid out in January. 😬

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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?

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Hi y’all! I’m a financial educator and my job is to help families in need of financial education! I help anyone on learning how money works here in the US & how to get rid of debt! I offer financial products that help you protect and grow your money. I’d love to help you out in reaching your personal financial needs!
I’m also always looking for people to hire!

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I have been in client facing wealth management as an advisor for 10 years. I haven’t built a book of business because I’ve worked for mostly discount brokers (Merrill edge, TDA, Etrade). I want to know how to transition to a non client facing role in wealth management or another financial role. I am series 7 and series 66 licensed. Any thoughts?

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Looking for roles in PE Business Development so let me know if you hear about a fund hiring. Or if you know someone that will speak with me or a good recruiter in the space, any leads would be greatly appreciated!

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Currently have Series 24, 7, 63,65

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Getting paid 85k base with 40k in bonus plus about 35k~ in OT.

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likehelpful

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