CAREER STRATEGY

Career Planning For Wealth Management Professionals

Advisor reviewing compensation comparisons and career development strategies.

We help wealth management professionals, in various roles, get unstuck in their career.

Each career coaching engagement can look different from:

  • Understanding your marketplace value through compensation comparisons

  • Feedback on your resume or personal brand through the eyes of an employer

  • Mock interview and interview preparation

  • Unbiased career feedback not coming from employer or family

  • Career design

  • Networking Planning

  • Potential connections to open opportunities.

Young professionals engaging in a Skool online learning community session.

For young professionals looking to learn about the wealth management industry or for current professionals early in their career you can check out our Skool channel.  Skool is an social learning community.

Our Skool channel is free to users and discusses:

  • Career advice for entry or early career stage advancement in wealth management 

  • Overviews of roles and pathways in wealth management 

  • Professional development to improve in your current role

  • Q/A with the Lead Advisor Founding Partners.