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Career Guidance (CFA Level III Passed + CPA - Big 4 experience)

Hello all,

I passed my CFA level III exam this year and I am very happy to know that all my hard work paid off. However, I always have this dilemma in my mind regarding my current work experience. I have been working in big 4 accounting firm as a senior tax associate for past 4 years. There is good career growth in my industry but at the same I want to join finance world as well. Now I have completed my level 3, do you think it is worth looking for Finance jobs? Especially with accounting experience, I don’t think I will get other jobs than entry level.

There might be people like me who have passed their CFA exams but not working in Investment/Finance industry. I would love to hear your thoughts/experience. Thank you in advance!

Some firms value ex-Big 4 employees, as they are good at reading numbers and financial reports. The firm where I work hires them, but mostly as entry-level investment analysts unless you served in senior position. But tax accountant … Brrr!

Thank you for the feedback. I am a senior associate right now,will most likely get promoted to manager in a year or two. It was good to know that investment firms do value accounting experience in big 4.

if you’ve got a realistic shot at making partner in a big 4 firm, I’d stick at it.

this gives US big 4 partner salaries from 2015

  • Years 1-5: $300k – $500k
  • Years 6-10: $400k – $1.3M
  • Years 10+: $600k – $3M

if you switch to investment, you’ll be starting from the bottom again

———————————————– Trust God and keep your powder dry ———————————————– Southern by the grace of God