Career Advice
Interested in wealth management. Went on a tour of JPM's Private Bank in my home city, and I would love to work there. I am curious as to whether or not I should apply to the 2025 internship offered as I have the option of graduating a year early, but my school is paid for, so I was considering staying in school for the entire four years and add an extra major (currently double in Accounting and Finance with a minor in BIS and Real Estate). I go to a non target and initially wanted to go down the public accounting route for stability, but I am far more interested in finance. I have landed an internship at a F500 company as an accounting intern, but I am also studying for and will be taking the Series 65 by the end of the summer. I have also established a relationship with one of the analysts. I can either graduate May 2026, or add a few extra classes/draw my current classes out far enough to graduate May 2027. I am worried that if I do not land an internship before applying for a full time role, I will miss out on an extremely promising career path that is rarely available in my city. Should I attempt to begin utilizing my relationship with the analyst this summer and apply by the end of the summer (for summer 2025 internship) assuming I pass my Series 65, or should I drag out my graduation date, and apply for the summer 2026 internship (then full time role)? I would confidently be able to land a local wealth management internship in summer 2025.
This post is my first and all over the place, but my mind has been racing recently, and I think this is the best forum to see what people think.
Extra info: I already have signed on for a position next summer at a large accounting firm (not Big 4, but it is a regional leader) in Audit, and I am currently aligning a winter 2026 internship with a Big 4 as a hedge. I have the ability to get the credits needed to be CPA eligible without getting a masters.
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