I’m 25, been working in boutique financial planning/wealth management shops since college graduation (ba Econ & finance). I hold my CFP and CIMA- no graduate degrees. Is it realistic to be able to make a move to PE or IB space?

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

Build a massive book, hire client service people, business development associates and you will coast and enjoy a 7 figure income. It’s possible if you have the hustle. If you don’t love the actual role itself then I would suggest networking or specialized education.

like

I didn’t mind working as an associate advisor, however relocating I wasn’t able to find a similar role and got downgraded to a “paraplanning” role. Not allowed to solicit or give advice for essentially two years before they’re supposed to start transitioning me. Try to drive my own growth (asking to sit in on meetings, opportunities for career advancement in my personal time, etc) but just doesn’t feel like it’s being met with any enthusiasm. Feel like I’m getting to paid for a job that could be outsourced to someone for 1/2 the pay, having a bit of an identity crisis and feel no purpose or meaning in the role. Kind of scared putting part of my own professional future into the hands of people who don’t seem to push for too much growth.

like

No

like

Hmm why do you say no? I'm just curious.

If you get a CFA then you maybe able to

like

With the right connections and luck, it’s definitely possible, but probably difficult. It would definitely be easier with an MBA or maybe even CFA.

like

Why do you want to move into IB or PE?

Working long hours (which I don’t mind but it’s doing half brainless tedious tasks), feel limited in growth opportunities, and looking at just potentially pivoting to refresh into a role that would excite me

Sure you can. But you have to build your experience first and expand your network. It could be challenging but still possible.

Where did you relocate?

Illinois suburbs

Related Posts

*Keeping an eye open for new opportunities*
I have my Bachelor's degree in Healthcare Administration along with 13 years of experience in healthcare. My experience ranges from medical coding, biller/AR specialist, patient financial advocate, and since 2019 my role is in the Quality department as a health care data analyst.

like

What exactly is a consultant and what do they do? Based on my research it seems like there’s so many different types of consulting—how do you know which one you want to pursue?

like

Coming from litigation, trying to break into Trust & Estates/probate practice, any advice?

like

I'm an AE applying to Account Supervisor roles. My team told me that unless someone above me leaves from a role in the hierarchy, there will be no internal promotions. We don't get raises at the AE level. 3+ YOE. I have no interest in staying at my current role or company.

What are your best tips for someone looking to move upward in a diff company?
And how do you explain this to an employer when they ask "so why are you leaving [previous company]?

like

Anybody take the leap and quit without another job? I have plenty of savings, just worried about finding the right job after a few months break. Would love to hear experiences good or bad.

I've risen in my org to a Sr. Director level running a virtual BU, but seem to have maxed out my title and responsibility despite a history of exceptional results & solid relationships. A mentor ~3 years back was pushing me for VP, but left for a CRO role and since have been stagnant despite doing my best work. I know I'm paid well and have an excellent brand, but feel like I could be doing more. I'm also highly visible making a search externally difficult. Any ideas on breaking out?

like

What are some mgmt consulting firms that recruit junior level experienced hires? I’m 2 years out of school and looking to leave my firm. It seems that most are focused on only targeting

like

Anyone transfer out of Pharma PM, if so what industry / role did you switch to?

like

Hi All, is anyone familiar with marketing effectiveness specialist position in Deloitte? Is that an entry level position? Or senior. Thanks.

likehelpful

Hello Fishes.

Please assist me. I have 8.5 yrs of experience in Mainframe. Switched to TCS early this year. I want to change my tech. Can give 8-12 months to learn new things. Work is less here so i can use my free time. Pls advise what should I learn and how I can change work profile, ready to change company.

like

Looking to upgrade on Software skills, any good places to learn from and good tech methodologies?

like

Hello All,

If anybody wants to switch company with high package. You can DM to me. I have total 6.5 years of exp in Java, spring, spring boot , hibernate ,rest, Linux support, db ? Currently working with Epam with decent package.

like

I'm at a career juncture and have decided on a career in anti-money laundering as my new path. I'm also highly interested in additional education to further my career and am eyeing graduate school. Which is best? A law degree or a master's in international relations? Those are where my interests lie. I keep reading that JDs are valued in compliance but am wondering if a different graduate program is better for my goals. I already plan to obtain the CAMS certification. Thank you!

like

Which one is good Consultant level in ACN (Capability Network) or Manager level in KPMG Assurance consulting LLC?

like

Is it possible to switch teams in AC Kolkata?

I joined few months back (Assurance) as SA2. Interested in joining teams that are into analytics/data science/AI. Spoke with manager, but she is not showing any interest and tells me do what you were hired for. I dont like finance anymore and want to move to IT.

Do any of the top consulting firms hire into the Engagement Manager level after an M7 (if they had manager experience elsewhere)? I know MBB probably doesn’t but what about other tier 2 firms after that - and asking for US or Canada

likehelpfulfunny

Considering switching from Deloitte to PwC or GT. I interviewed for a similar team to my current one. The team at both PwC and GT is smaller than Deloitte. I have been working at Deloitte for 1.5 years. Has anyone left Deloitte for other Big4 or GT? How was your experience? Or people working at PwC or GT, how do you feel about your team/ opportunities to learn/ work life balance? Does it look bad to leave Big4 before completing 2-3 years?

like

Switched to industry from audit about 2 months ago and it’s been worse than expected. Made sure to do my due diligence asking about flexibility, work life balance, etc. and everything has been worse than what I was told. Talked to one of my old recruiters and they said this job is already showing red flags this early and should consider getting out before I’m in too deep and can just leave this off my resume. Any experience/advice with this kind of situation?

like

Hi,
Im a system engineer with 11.3 ctc and 4.5 yoe.
Im not satisfied coz i have to do night shift and its a support role.
I want to change my domain and move to Automation testing, will that be a good move in terms of learning and compensation?

like

More Posts

Merged my account this morning. Quite a sentimental moment to delete my SPG app. Bye bye you purple little guy

like

Any good skin care routines?

like

I have clicked on accept offer on portal.
Can I decline the offer now? I have more than 60 days to join. I don’t want to do it at last moment.

like

What percentage of your a share accounts are you converting to managed accounts?

like

when should i do egg retrieval? i'm 25 but know i want children but unsure if it'll happen before mid to late 30s 😞

like

Overnight layover with some buddies in Doha - any suggestions for St Regis or the W? Landing around 11pm and leaving at 9am we just want to go clubbing and party before the next flight.

like

Anybody have strategies for combating narcissistic bully principals when the teacher is already mentally broken and completely vulnerable to their tactics?

like

Men, how did you get rid of your habit of excessive M******* m

like

What’s the best salary one can ask for
Current role Senior Analyst QA- Manual and automation (selenium+Java) 9.6 yoe. Mostly experienced in manual and just 3 years of Automation.
Current ctc: 13l

Hello All
I am 28ish year old
BE Comp Engg 2016 graduate
33 months work experience in a start up
MBA from one of the premier institute 2021 graduate
Obviously due to COVID the offer I got was around 15LPA

I am planning to switch jobs
And I am wondering what exactly should be my ask?
I have seen my peers earning quiet well and I was thinking for someone with my profile atleast 22 to 24LPA can be my ask.

It will be my first job switch
So I need some suggestions
Thank you

like

Needing some likes to open my DMs so here is an obligatory pup picture to spur things along! Thanks!

Post Photo
like

HR, IF YOURE READING THIS….PLEASE REVEAL WHEN OUTCOMES ARE RELEASED !!!!

like

Anyone trade options on fidelity? Seems really confusing vs Robinhood. Any guidance?

like

How does Lady Gaga like her steak?

(sing) Raw-raw-raw-ra-ah-aww

funny

OFFERS & NEGOTIATING - Has anyone made a counter offer to a company and had the company rescind their original offer? For context I requested a later start date and now I am nervous they will essentially say rescind the original offer and basically say never mind! Any opinions or feedback to my anxious brain?!

like
like

What is the best way to answer the question "how would you approach this job"?

like

How much should be the salary for BPO2 grade with 8 years of experience ?

like

I was approached by Goldman. Can anyone offer insight into corporate culture, benefits, or anything else that might be a pro/con to working for them? I worked at JPM for a few years and tend to think it would be similar, but wanted to poll this group. Thanks in advance!

like

Can anyone suggest sr recruiter/sourcer salary range in big firms.
Exp : 10 years

like

Additional Posts in Finance

What’s everyone know about Capital Markets books roles within hedge funds? Experience needed/comp/etc?

like

How do you remain a good leader when your analyst is underperforming/not communicating/causing you anger as result. MDs backing off bc it’s a minority. I think bringing down hammer not best approach?

like

Serious question: What's the appeal of the dad bod? And why is it a thing??

like

Pro tip ------ Don't wanna see your coworkers during the day? Simple. Purposefully forget to wear your contacts.

like

This election has made me very anti-democracy... I now have no faith in my fellow Americans in the selection of good leaders.

like

Does anyone have any insight to the Wells Fargo VET program? It’s very short, 8 weeks, but promises permanent roles to candidates who perform. What’s the pay like? Is the performance expectation reasonable or do they want that “above and beyond” nonsense?

like

Anyone able to give me insight as Sr. Consultant in Deloitte Financial Services Risk Mgmt area. Looking for compensation expectations in Chicago area, work hours per week, and overall environment insight. Expecting an offer on Thursday and want as much detail as possible :) Deloitte

likehelpful

I resigned but my company’s stringing me along - told my manager out of courtesy but never emailed hr thinking he’d figure it out. But I still don’t have an end date. What to do?

like

Imagine if the BBs battled it out in a street fight. Which firm would win?

like

Any thoughts on Harvard Extension School? Considering taking a class in the evening for more personal development. Econ major, would prob do Gov't, Int Relations or Philosophy course(s)

like

Try hard to get out of middle office ASAP...So tedious

like

Heading to Japan for vacation Saturday. Any good tips or recommendations?

like

thoughts on the FRM license?

like