Next Step In My Career
Hello everyone, this is my first time posting. I would like some input as I’m looking of taking CFA level I in June 2018. CFA interests me because I have an interest in equites, I have a numbers mind, and I’d like to advanced my career in finance.
I have a B.S. degree in math and physics and a Master’s in biomedical engineering. I worked in medical research and have two published pieces of work that I did as a PhD candidate. I withdrew from my PhD program because of lack of funding from my principal investigator.
I’m a native New Yorker, and have always had a passion for business, reading company news, and the stock market. I bought my first stock through my mother when I was in the 7th grade ‘LU’. After withdrawing from my PhD program I decided that I wanted to work in finance. At the time the job market was not so good so I took one of the first jobs I applied to. I got that job, and been here for the past 5 years. I’m a stock broker and it’s been a great experience but I’d like to advance my career.
Skills I’ve learned on the job for the past 5 years. Cold calling, relationship building, raising assets from clients, trading stock/options, researching stocks, and being aware of current events. Most of my business is done over the phone but local clients I meet. I’m talented at what I do. I’m very good at the sales, I leverage my medical research background, and I’m very good at client acquisition and raising assets.
So why do I want a change? I’m currently frustrated because I feel like I’m not growing as a person. I’m also not happy with the culture that surrounds typical BD’s and stockbrokers. I like being around like minded people - educated, intelligent.
What I do like about my job? The compensation, raising money from my clients, client acquisition, fast pace environment, the hustle, entrepreneurial, the dream of making it big. I deal with just stock and I like that.
So right now I’m at a crossroads of where I take my career next. It has been suggested that I take a cfp and focus on comprehensive planning for my clients. Seems like a very logical career advancement but the thought of planning seems a bit boring. I think I’m looking something to leverage more of my geeky type of mind. I also like more of a fast pace, aggressive type of hustle. I also like reading about companies and I’m passionate about the market. Overall I’m happy with my work but just looking to kick it up a notch and have some sophistication.
Any advice would be much appreciated.
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