Just curious, is it possible to go from Financial Advisor/Consultant to an analyst role or anything in AM? Been wondering if it's feasible to go RB -> PCB -> FA/FC and exit Retail Banking eventually. Would I need a CFA & MBA or a different career trajectory to break in? Or am I pigeonholed in WM and should just go into Private Banking down the line?

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I would say you’re pigeonholed by any means, but it isn’t often done. I think I have only heard of one person to go from a retail bank role to an analyst role. I would say it’s possible, but getting both your CFA and MBA would be beneficial especially if you have your 7, 63, 66 etc. I would say you would very qualified for an analyst role with all of that and your work experience.

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Just wanted to pan out a hypothetical. Let's say that I did have a CFA, MBA, 7, 63, and 65. Most, if not all, of my experience would still be in the realm of sales, relationship management, and wealth management, even if I did manage to finesse an internship or 2 during my MBA. Wouldn't I still be under-qualified to be an analyst at a AM/PE firm as an associate? At least that's the picture that's been painted for me by the majority of Finance forums and blogs. Well, unless I date a girl to network with her MD dad of course.

Assuming PCB to FA is private client banker to Financial Advisor, that’s much more feasible especially if you produce well as a PCB. If you want to do that, a CFP is probably a better / easier designation.

If you’re really trying to career pivot to an analyst role, MBA program may be better because they have a lot of resources to help you get a job plus the alumni network could be really beneficial. Just make sure it’s a better MBA program and understand the schools strengths when it comes to recruiting. You can also do that while working as a Banker in a full employed program if it’s not feasible to cut off the income and go full time.

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I've thought about CFP but I don't want to be a FA for the rest of my career. I'd like to get into an investment or FP&A analyst role within the next 2-3 years and am planning on taking L1 and GMAT within the next 2 years to start pivoting into that direction. I'm still figuring out how to navigate my career and know that an MBA might be last chance to try and catch the ship I wanna sail on. I just want to get into an analyst/junior analyst role first before going into a MBA program so they could see where I'm going and accept me into their program. Most, if not all, places I've applied and reached out to (Boutique, MM, BB) don't really see me as a good fit for their internship/entry roles so idk.

I've been told that even MBA programs (for internships and post) still wanna see something relevant so that they can ensure my placement into the firm I'm going for, but those firms still need at least 2-3 years of experience before becoming an associate.

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