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What the Heck to do after Wealth Management?
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What are some successful things people have done?

Tried getting into FP&A, no bites yet.

Going to take CFA L2 so I have a shot at equity research.

Started trying for some portfolio analyst positions, waiting to hear back.

I accepted an Investor Relations role at a CRE firm, so that I can get some exposure to CRE and maybe make a career there.

I just donโ€™t want to get pigeonholed as a sales /marketing guy, and I think Equity Research if I take CFA L2 and network like a madman is possible.

Is there anything else within finance, more analytical skillset, besides FP&A & ER?

Obviously there are, but I guess Iโ€™m ignorant: looking for: 1) Analytical, 2) Lucrative, and 3) Ubiquitous, so that there are jobs everywhere and not too niche.

Thank you!!!

Comments

Wealth management is far far more lucrative than any corporate finance job

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Getting in with a 100m-1b RIA or Family Office with just a few folks there, with an in-house investment committee, is 100% the way to go in my opinion. Do the grunt work and earn their trust, and eventually you will be in the place to run your own book either there, or you go out and buy your own. Good luck!

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You are more likely to be directly involved in investment decision making with a smaller firm

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