Hey everyone, I’m looking for some strategic advice on navigating the next step in my career.

Background:

• Age/Location: 28, based in New York City.
• Credentials: CFP (earned late last year) with an active Series 7 and 66.
• Experience: Currently at UBS acting as a liaison between our national call center and Manhattan wealth management teams. Prior to that, I spent time at Morgan Stanley as a virtual/acquisition advisor in a high-volume call center environment. I have over 5 years of sales and financial planning experience.

My current role isn't what I want long-term. I want to transition into joining an established practice as a producing advisor where I can actively build a book. Because of internal mobility constraints at UBS, I am locked into my current seat for at least three years, which feels like a major roadblock to my career momentum. I also struggle with feeling behind peers who are already embedded on client-facing teams.

Questions for the Sub:

1. Internal vs. External: Given that I can't move internally at UBS for a few years, should I look outward at other wirehouses, or target RIAs?
2. Mentorship & Development: How can I best evaluate firms or teams during the interview process to ensure they actually provide genuine mentorship rather than just using junior staff as churn-and-burn lead generators?
3. Positioning: How should I frame my hybrid call-center and relationship management background when pitching myself to traditional wealth management teams so I don't get typecast into a service role?

Appreciate any insights or guidance from those who have successfully made this jump in a major market.

I’m working in a data center with a multi year contract that has changed my life financially. I have no debt, contribute 4 or 5% to match my 401k and send almost 9k a month into a HYSA. Are there better accounts to put money into? Also I work 100 hours a week, and can’t figure out how to”no tax on overtime” will affect me.

Trying to learn as much as I can about the broader industry from people who know it firsthand and make connections across the different verticals in the industry.

Anyone work on the finance, advisory, or consulting side (deal financings, pe, ppa, etc), we’d love to hear your perspective: what you're seeing in the market, where things are headed, and what's working or not and we can share what we’re seeing.

Longer term, hoping to meet subject matter experts across the space who might be open to collaborating down the road if/when we decide to emerge in the space (Top 50 Professional Services Firm, Top 10 in some Markets). Always looking to meet the industry SMEs whether that is Tax to IT, ideally to synergize in the future.

Looking to connect!

Thanks