What job could I switch to from a financial advisor? I blew my book up and either have to pound the pavement and rebuild or switch career positions. What other positions could I get with 2 years as a financial advisor and 6 years in investment banking (M&A/follow-ons etc.)/advising on stock. Do you think I could switch to a position of a portfolio manager or is that too much of a leap. Appreciate anyone’s advice here. Kind of torn between the two ideas

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Posting as :
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You are currently posting as works at

Wholesaler

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I prefer to work in a factory. I can work in a factory, teacher.

Just curious but how did you blow your book up?

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“Deleted user”

What a tease.

Still don’t quite understand how you “blew your book up.” If you did it by messing up people’s investments, becoming a portfolio manager, probably isn’t your best path. Maybe you wanna look at working on a trade desk taking orders for other financial advisors.

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Wawa food preparation specialist (Ebola containment division)

funny

I honestly don't mean this in a harsh way, but what makes you think that your experience could get you into a pm role anywhere? Who has suggested this is a good idea / career path at your current level?

I know nothing, but it seems like you would need to get a role as an analyst or something first... I would hustle and rebuild, plus I would answer the questions about how you blew it up.
Bad investment advice?
Sell everyone annuities for a quick commission?
Tell everyone to go away?

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CFA to be a portfolio manager

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