Wealth Management (Financial Advisor) to Asset Management (investment analyst positions)
Hi everyone, I am currently new to this forum and am currently working in WM as a FA. Prior to doing so, I worked as an SA in IB. I have realized after being in my FA role that it is very much more sales oriented than I would have liked. I have completed my SIE and will be completing my 7 shortly, but I am looking to transition into an investment analyst position at an AM firm. As for next steps, I am wondering what courses I should take in order to be more prepared for interviews on WSO or any other platforms. Any advise will be highly appreciated!
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