<p>hey everyone, thank your in advance for your kindness and help. I am a senior in High School and life is catching up on me and I really want to explore different jobs an careers in the field of Finance, I have stumbled upon one that interests me but am stuck in finding research on it over the web. If anyone knows a good forum where your can discuss stock broking, please share. My goal in life if I followed this career would be to be a Stock broker and open my own Financial firm offering financial assistance, products, and services such as retirement plans, insurance plans, and investment management. </p>
<p>So first I plan on graduating with a BBA in Finance/investments and a minor in accounting from Baruch College. After that I will need to work 2-3 years before I can pursue an MBA at a top school such ad Harvard or Wharton. So if I want to end up as a broker where do I work b4 my MBA?</p>
<p>After a MBA from a top school (Harvard,Wharton, etc) where do I go from there, the reason why I am so clueless and lost is because I have found a good broker needs a large client base, extensive knowledge of the stock market, and experience on sales. I really don't know where I will pick up most of these skills. Please help</p>
<p>well since u dont have many replies here is some advice. first some back round info on my self. this advice is from someone who both parents work in financial services. and an aunt that is partner for one of the Edward Jones corporate offices.
A college degree isnt nesc. All that is needed is a series 7 and 63 lisc.
Some of the best broker's have been college dropouts, otheres have Havard MBA's. so an education isnt nesc. Now 99 percent of all buldge bracket brokers have undergrads from top schools. The most important part about bein a broker is what they dont teach you in school. its your personality, people and sales skills. these are what they look for in a interview. So i would say get a job working in financial services working in sales. Being a broker is a sales job. go get your mba and network. thats the same advice i been told. and having a mba isnt nesc and every firm ushulley has a very intensive training program.
so havin an undergrad in bus, econ, fin, or acct is perfect
working in financial services pref in sales
network a ton
hope all is well and aplly to B school after 3-5 years of work exp.</p>
<p>so get a BBA in finance,econ, or acc and then get a job in a sales position in a financial firm, network all out, and then a MBA from a top school, and then be a broker? When should I get my series 7 license in this process though and another thing, should I start networking as a senior in HS or is it not important at the moment. To be honest I need to learn to network lol</p>
<p>Best shot at getting in is through a referral. If you've got family money, then your odds of getting in and staying in are even greater. Its all about how much money you have access to. As an intern, you'll do a lot of cold calling, sourcing leads, and grunt reporting.</p>
<p>If financial advisory is what you truly want to do, you won't need an MBA. Its all about the network and what you can do for your clients. IE, are you a good fund/stock/bond picker?</p>
<p>For the most part, you won't need to be as you'll eventually hire others to do that work for you and your job will consist of bringing in more assets.</p>
<p>My recommendation is to look at what you're capable of.... private wealth management has a 2 year commitment and requirement of 20 million in assets. Do you honestly think, as a 22year old, you can bring 20 million in assets in 2 years?</p>
<p>If not, try for a job at northwestern mutual or edward jones or a global wealth management position where requirements are much lower and salary will be much lower.</p>
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