I'm a 32 year old career changer (infrastructure PM) in pursuit of successfully passing the CFP exam. I'm having a hard time finding an entry-level fiduciary-path position within one of the big box firms. Does anyone know who and when these companies will be hiring? Thanks!

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Posting as :
works at
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Vanguard. Morgan Stanley. I can help with either if you are interested.

I'm in Cleveland, Ohio.

What do you like about the big box firms? Why not RIA?

The development program route is what I like about the big box. As for the RIA's, I've been unsuccessful finding the right team opportunity to start with. I'm not opposed to the RIA route by any means though

Are you taking like an FA training program

Yes. Goal is to become a Certified Financial Planner. I'm currently a candidate to sit for the exam.

Other than the CFP certification do you have any licenses?

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