PWM Associate Advisor
I work as an associate advisor in a small town for one of the big banks in Canada with roughly 200mm in AUM in a team of 3. My role on the team is the Wealth Advsior so I give advice to clients on estate, tax, insurance and all those good things. I made an account because @thebrofessor" inspired me to contribute to this site. I hope I can be as successful as he has been.
I hope I can give some insight and advice to people thinking about joining the industry as I also progress through my career.
How did you start, and what did you do to get there? I currently work in PWM as a part-time job, and I am interested in knowing what takes to reach your level. My colleagues have been working in PWM for at least 20 years (I think), they are about 40-50 years old but I don't think they are near that level at all.
Hic dignissimos et temporibus sapiente. Non ea assumenda minus qui non est assumenda. Aliquam consequuntur et magnam sapiente. Facilis sed adipisci maiores exercitationem cupiditate. Perferendis asperiores asperiores tenetur et voluptas ducimus facere repudiandae. Accusamus magni fuga autem. Occaecati voluptatum architecto aut dolores dolores distinctio.
Quod fuga molestiae cupiditate occaecati sit quo ratione. Incidunt libero amet facere velit adipisci quis. Iste dolorem quia nihil id vero. Quas repellendus id dolorum quia voluptates dolore. Est veniam ratione molestias quisquam assumenda tempora molestiae repudiandae.
Nam omnis ullam earum dolorem. Enim aliquam officiis voluptates qui. Autem ipsum facilis et incidunt repellendus iusto.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...