Seeking a Career Upgrade?

Career Strategy Session

We help wealth management professionals, in various roles, get “unstuck” and/or help to crystalize future career decisions.  We help wealth management professionals navigate career discussions, understand the current industry labor market and become aware of any blind spots on their career track.

Each engagement can look different for our career coaching clients.  We traditionally will have virtual sessions to learn what is important to you in your career and where you want to go.  We often create customized deliverables such as:

• Compensation data for desired roles

• Resume feedback or creation

• Mock Interviewing / Interviewing feedback

• Career Brand and Digital Effectiveness 

• Potential open opportunities list

• Networking plan