If you’re working in the retail banking side of wealth, you may want to only do investments. I’m a financial advisor in the retail banking channel and the random tasks that get thrown my way can be tedious, time consuming and stressful. Personally, I’d rather just focus on investments with clients so if that isn’t what you’re already doing, I’d give that a try!
Community Builder
I am in investments. I do investments within the retail bank. That’s why compliance is so insane FA’s in the retail bank go through torture.
Community Builder
Yeab it does interest me
Go into product sales/ wholesaler / relationship management at PE, fund company
Better question is what do you want to do
If you’re working in the retail banking side of wealth, you may want to only do investments. I’m a financial advisor in the retail banking channel and the random tasks that get thrown my way can be tedious, time consuming and stressful. Personally, I’d rather just focus on investments with clients so if that isn’t what you’re already doing, I’d give that a try!
Where do you live?
Community Builder
NYC