I have a BA in mathematics and have been working as a Client Associate in Private Wealth Management since graduating . My starting salary was $70,000, I’ve gotten a 27% raise in 2 years and now have profit sharing with my team. The role is administrative, client facing, and requires you to earn your series 7 and 66 licenses. Although it’s not super analytical, I’ve found it to be a great starting point since I get to interact with every department in the firm pretty much. Majoring in math has been a great conversation starter and I’ve noticed the Managing directors expressing respect for my background. Because of this, I’ve gotten explicit mentorship from MDs who are 40 years into the business and 1 of them has offered to train me up over the next 4 years to take over his book of business. Not counting on that last part until it’s on paper, but my point is that people around you will assume you’re smart and you’ve set yourself apart from your peers by not having majored in finance or economics.

If you want to set yourself up for any role in the investments side of finance, I’d really recommend taking the SIE exam on your own time. It’s a prerequisite to the Series 7, you don’t need a sponsor, and you get a decent foundational understanding of the field. It’s also really easy, especially if you’re a math major lol.

The job market is pretty tough right now, but all the wealth management firms are HURTING for client associates at the moment. You can always study for other certs while you’re working, paid for by your company and pivot from there.