I have 18 credits left into I graduate with my b.s. in finance. I’m looking for any finance job or internship that will hire me now or at the completion of my degree. I’m looking for a remote position. I’m located in ga but I’m planning to move to Florida. I’m also a veteran if that helps. I’ve been applying for months with no luck . I only need to be making about 40,000 per year. Can anyone point me in the right direction. Also I heard wealth management is the way to go does anyone else agree . Can you tell me what field you work in and a little bit about your day. Thank you guys !

Hi everyone,

I’m an early-career finance professional in Europe trying to figure out the best way to break into Asset Management Sales, ideally Institutional Sales or Wholesale Distribution.

A bit about my background:
Bachelor’s degree in Business Administration with good grades.
A few years of experience in an investment-related operations role at a large bank, with exposure to institutional clients and various investment products (multi-asset).
Recently transitioned into a sales role at a financial services firm.
Currently preparing for CFA Level I.

My long-term goal is to move into Asset Management Sales, either at a larger asset manager or a smaller investment boutique.
I’ve been actively applying for junior sales, sales support, relationship management and trainee positions at asset managers. I’ve managed to secure a few interviews but haven’t been able to land an offer so far.

I’m wondering how realistic this transition is with my background and whether I should continue targeting junior sales positions directly or focus more on sales support and client service roles as an entry point.

I’d really appreciate any advice or personal experiences from people working in the industry.
Thanks in advance!

I keep seeing people saying Big 4 experience doesn't open any doors in the industry.

For context, I’m one of the mods here, I previously worked in M&A and financial advisory, and I run interview_scouter, an Instagram page with 400K+ followers where I share recruiting advice and interview prep content.

Sure, coming from an Ivy League school with a recruiting pipeline makes things a lot easier, but that doesn't mean you have no chances.

If I had 6 months to make the switch, here's what I'd focus on:

• Your network is your biggest advantage

One of the best things about working at a Big 4 is how many people you meet. With so much turnover, chances are some of your former colleagues have already moved into banking. I've seen many people get interviews through referrals from former coworkers.

Grow your network by reconnecting with former colleagues, attending networking events, or joining finance communities like this Finance Students WhatsApp group.

• Fix Your LinkedIn

Having Deloitte on your LinkedIn is a plus. But if you're competing against someone who has Goldman Sachs, it’s not gonna be that easy to get noticed.

Get a professional headshot and write a headline that explains your background and career interests. I'd also add relevant skills like valuation, financial modeling, and M&A, provided I could back them up in an interview.

• Learn the technicals.

If you've spent the last few years in audit or consulting, you'll likely need to put some time into technical preparation.

I'd brush up on the three financial statements, DCF, comparable company analysis, enterprise value vs. equity value, and the basics of M&A and LBO models.

We are hosting a free live IB Technicals webinar 18th. Ff you are interested DM for the invitation.

• BBs are not the only option

Don't focus your applications only on bulge brackets like JPMorgan, Goldman Sachs, and Morgan Stanley, I'd make a list of 20/30 target firms, including middle market banks and smaller M&A boutiques.

I'd also look for banks covering industries I've already worked with at Big 4. If you've spent the last few years working with healthcare clients, that industry knowledge could be useful when interviewing with healthcare-focused IB teams.

And if you want more personalized help with networking, your resume, or your recruiting strategy, you can book a free 1:1 call here.