I've been a sales assistant at an investment bank for 7 years. What better financial job can I qualify for?

Question

I'm a great and loyal worker with very excellent compensation, however, my job is also a stand-still position and I am looking for a a job with an upward career path to maximize my potential. Any suggestions would be greatly appreciated!

Answer 1

It depends on what registrations and designations you have. If you have a series 7, you could easily transition into a sales assistant position in retail brokerage. I would you suggest you try to get a position with an established team and work up from there.

Answer 2

Unless I’m missing something, it seems to me you have a pretty good background to be a stock broker.

PLEASE excuse me: My answer is not meant to be cynical, offensive or insulting. However, my answer is truthful, honest AND IT SHOULD BE helpful.

To merely ask aloud, . . . “What better financial job can I qualify for? I'm a great and loyal worker with very excellent compensation, however, my job is also a stand-still position and I am looking for a a job with an upward career path to maximize my potential.” … is not enough.

You have to find out what it is you REALLY want. Is it fair to make other people responsible for your happiness or unhappiness? What excites you? What stimulates you? THEN you find out about those things.

Due to space restrictions, here are some of the Qs my mentors asked me, I’m asking you.
IN RETURN: YOU MUST BE HONEST WITH YOURSELF:

Who KNOWS you, better than you? No one - except Y-O-U! YOU!

Who KNOWS your habits better than you? No one - except Y-O-U! YOU!

Who KNOWS what your wants, needs, dreams and desires are better than you? No one - except Y-O-U! YOU!

BEFORE you change careers or look for a permanent position, you have to ask questions of knowledgeable people.

Here’s an old saying: The only stupid question is the question you don't ask."

DON'T be afraid to ask questions - and keep asking questions until you get understandable answers to your questions. This requires persistence and tenacity. Will some folks think you're a pain in the neck [and another place]? Absolutely. Don't settle for "fluff" answers or "smoke and mirrors" answers.

After getting ALL your questions answered to your satisfaction, HOW do you make your decision?
Benjamin Franklin developed a very simple, yet very effective system.
Sit down in a very quiet place. No TV, radio or any other interruptions or distractions.
At the top on a blanks sheet of paper, write the situation/challenge/problem you are faced with:
Should I/we do .....?
After the question draw a vertical line down the middle and a horizontal line across the top of that vertical line - much like a very large upper case "T".

On the left side of that middle vertical line, write "For" or "+".
On the right side of that middle vertical line, write "Against" or "-".

Under that +, you number and write down ALL those things or points which could help you to go FOR that question.
Under that -, you number and write down ALL those things or points which could help you NOT to go or Against that question.

You can use multiple sheets of paper for one career. You can take as long OR as little time as you like. This is your career and your life you are getting answers about.. Do the same for any and all other careers you’er interested in. You can switch back from sheet to sheet and from + to - and then from - to +. .

Look at the numbers between the all your sheets: When the + outnumber/outweigh the -, do it. When the - outnumber/outweigh the +, don't do it.

Did anyone ever tell you the definition of “insanity”? If not, here it is: According to my mentors: “Insanity is doing the same thing - over and over and over again - AND EXPECTING different results.”
Do people get different results? I think you should answer that..

I believe I did my best to help you. Thank you for asking your question. I enjoyed taking the time to answer your question. You did a great job - not only for your information, but for every other person interested in reading my answer.

VTY,
Ron Berue
[Yes, that's my real last name.]

Answer 3

How about Bank manager

Answer 4

what licences do you have?

and by the way ... it looks like your business is going to endure a cutback in the very near future here, so what is your fall back position?


GL