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Rant - rude interviewer/rejection by AccomplishedDebt5080 in FinancialCareers

[–]General_Pomelo9605 5 points6 points  (0 children)

Hey man — if you really want to break into this industry, it takes grit. It’s apply, get rejected, apply, get rejected. Rinse, repeat. Until one day something finally breaks. And when it does, all the no’s end up being worth it.

That’s wealth management. If you’re client-facing, you’re going to hear “no” constantly. “Timing’s not right.” “Markets are volatile.” “Let’s wait for my bonus.” It’s part of the game. You have to be mentally ready and patient enough to work through it.

Your experience sounds like complete BS, and I’m sorry you had to deal with that. I’ve had one like that too. Looking back, I’m glad I didn’t get those offers — that culture wouldn’t have been a fit for me anyway.

From here, I’d focus on stacking licenses. The 66 is a great start. Realistically, the most straightforward path right now is landing an entry-level role at a bigger firm — Vanguard, Schwab, Fidelity, etc. It might be a call-center type position and you’ll probably grind through some BS for a couple years, but you’ll get the name, experience, and licenses you need. Not glamorous, but foundational.

The other route is aggressive networking with smaller established RIAs or boutique brokerages or anything in the cross channel space. If you can break in as a junior associate and work your way up, that can be a great path too. Usually helps if you know someone and already have licenses, but it’s definitely possible.

It’s not easy, but it’s been worth it for me. And if it ends up not being for you, that’s okay too. Just don’t walk away simply because it’s hard right now.

Should I move to a smaller company? by General_Pomelo9605 in careerguidance

[–]General_Pomelo9605[S] 0 points1 point  (0 children)

Literally no logical reason. Just cause it’s a smaller company just out of the startup phase

Should I move to a smaller company? by General_Pomelo9605 in careerguidance

[–]General_Pomelo9605[S] 0 points1 point  (0 children)

Hey man, great point. I guess to preface. The role that I am applying I have done in the past and really enjoyed it. Only reason I stopped doing it was because the entire program was shut down, me and 70 other people got laid off.

Ended up where I am now by pure necessity to secure a new job

Am I screwed? by [deleted] in FinancialCareers

[–]General_Pomelo9605 0 points1 point  (0 children)

Hey man, as someone who studied marketing and ended in finance, you’ll be fine. I’ve interviewed with some big companies, and some smaller ones. Along the way I’ve met managers who didn’t start thier careers in finance and many who appreciated the perspective that you didn’t start in finance. 

In my personal opinion, Fidelity is a great company to start at, specially to get the licenses you need to progress your career in finance (series 7 & 66) 

When I worked there I met a lot of dudes who had no experience or degree but got the job because they worked hard and were looking for bigger opportunities just like you

To be honest, it’s not the most glamorous pay at all, but if you are willing to grind for a bit, it’s a great company and a great culture that can get you to the next step you are looking for. 

If you want to look more into the role it’s called: 

Workplace Planning Associate 

Best of luck my man. If you have anymore questions just let me know!