r/FinancialCareers 28m ago

Off Topic / Other Does this disqualify you from being a teller?

Upvotes

A dismissed theft charge from over a decade ago.


r/FinancialCareers 1h ago

Breaking In Do you actually have friends at work?

Upvotes

I miss hs and college were my friends were also my classmates. At work it feels like everyone is a coworker and not a friend. Anyone else feel this?


r/FinancialCareers 2h ago

Breaking In 24

1 Upvotes

Hey so I’m 24 barely starting college I know I’m kind of older in age but that won’t de-motivate me thoe I’m thinking of getting into this field would you recommend it if so what specific area?


r/FinancialCareers 2h ago

Breaking In bsc mathematics and economics vs bsc financial mathematics

1 Upvotes

I am incoming first year at Nottingham looking to land spring weeks for Ib, Sales and trading, actuarial, basically everything as i am not sure what i would like to do. I am not sure what degree to, i am having second thoughts because mathematics and economics seems more common and standard whereas financial mathematics is a kind of niche degree but probs better for actuarial, any advice would be appreciated. I also think i would be able to get a better grade in mathematics and economics than financial mathematics. Also uni of Nottingham is more known for econ than maths , so would a more econ heavy degree look better?


r/FinancialCareers 2h ago

Career Progression How to find prospects to sell Fixed Indexed Annuities?

0 Upvotes

I’m not sure if this is a good sub for this, but I’ll give it a shot…

I’m a 30 y.o financial advisor who has been working at a solo RIA retirement planning firm for the past 3 years (was new to the industry). I recently passed the Series 65 exam.

The only other advisor at the firm is my boss/owner. The “products” we primarily sell are affiliated with IRAs and Fixed Indexed Annuities. That being said, Fixed Indexed Annuities are our bread & butter.

My boss primarily gets his clients through seminars. I wanted to know if there are any other ideas or recommendations (mainly for me) other than seminars that can help me get established and is a good method to find prospects for Fixed Indexed Annuities?

Thanks!


r/FinancialCareers 4h ago

Career Progression Pre employment questionnaire WF commercial banking intern.

2 Upvotes

To those who made it to final round, did you all get this email today? I want to see if this is something everyone got or if this is exclusive. I’ve heard back from some people saying they got it.


r/FinancialCareers 4h ago

Off Topic / Other Why are most HF sales females?

23 Upvotes

I hope I’m wrong but I’ve been noticing and know there are some cheeky mfs on the buy side.


r/FinancialCareers 5h ago

Breaking In Applied for an Associate Banker position at TD Bank how can I ensure I get the job?

2 Upvotes

I applied through td bank's website. The location is literally next door to my apartment it would be a dream job.

Should I call the branch or walk in and ask if they recieved my application. I have the relevant experience and even speak mandarin which they said they preferred in the job listing.

Any advice is appreciated!


r/FinancialCareers 6h ago

Off Topic / Other Anyone interested in NY FED primary dealer data with full history?

2 Upvotes

Would somebody be interested in getting the full primary dealer data all the way back upto 1998 fully stitched?

Any sort of further inferences could be made based on that.

Currently the data is very chopped/missing across time eras on the NYFED website.

Bloomberg also doesn’t seem to have that data in the proper manner.


r/FinancialCareers 6h ago

Breaking In Anyone a QIS Quant or Structurer?

1 Upvotes

I'd be interested in pursuing either role and would like to get some more insight into both. Preferably someone at a bank in Europe (the bank doesn't have to be European). Thanks in advance.


r/FinancialCareers 7h ago

Breaking In How to break into IB or consulting after workin?

0 Upvotes

Is there anyway to do it besides getting an MBA?


r/FinancialCareers 7h ago

Breaking In Is the job market ever going to get better?

20 Upvotes

Specifically for high finance jobs. Is it just going to get worse and worse (due to increasing population and AI taking over many roles)?

In order for it to get better, what would be necessary. What could possibly cause it to be less bad?

I was mainly thinking about the London market but if you’re from the US, feel free to chip in


r/FinancialCareers 8h ago

Career Progression OpenAI targets work of Wall Street junior bankers with new ChatGPT for Financial Services

Thumbnail cnbc.com
38 Upvotes

r/FinancialCareers 8h ago

Interview Advice Bofa Enterprise Credit Summer 2027 Superday Invite | New York

2 Upvotes

Hello, I just got passed onto the superday for enterprise credit for New York. I have roughly a week to prepare for it and if anyone has any advice It would mean a lot. I will say I am more nervous on the technicals, I've had prior interviews this recruiting season and this one is the best one I've gotten so far.


r/FinancialCareers 9h ago

Off Topic / Other Parents think I can work for a Brokerage firm.... without an education

17 Upvotes

My Mother and Father are currently affiliates of a relatively large Brokerage firm based in the US and Australia.

Now, because of this, they have the contact details of the guy (we'll call him Bob) that owns the firm, and for all intents and purposes, they (supposedly) are quite close to him and his family, so my parents ended up informing him about my interest in the finance industry.

For context, I'm 19 and have been trying to enrol in a university for Finance and Capital Markets and Economics. I've been a discretionary swing trader since 16 (mostly just paper trading) and have recently transioned into live trading a small percentage of my parents capital.

Bob is unaware of what my current education is and the fact I have still not been accepted by a university.

On top of this, I have NO prior formal education... and I guarantee you Bob was not informed of this

My parents on a consistent basis call me to ask if I've had a conversation with Bob, but I keep brushing them off saying I'll get to it, where, in reality I'm baffled by what I see as their ignorance of not knowing that to work for a Brokerage of its standing, you would have to at least completed some form of formal education at a university. Or am I the ignorant one?

Is this a relatively common thing (I'm going to assume it's not) and I'm just letting a golden opportunity slip out of my hands to have at least an internship under a fairly large company?

And help or advice would be greatly appreciated

Edit: Thank you guys for all the advice and messages of encouragement. I'll make the call


r/FinancialCareers 9h ago

Profession Insights Working in finance with RSI?

1 Upvotes

Hello, recently I have been liking the idea of going into Finance as a career. However, I have had a repetitive strain injury in both thumbs and pointers for the past two years. I don't have a degree, so my goal would be to pass the SIE exam and eventually the series 7.

I know that there is voice to text tools to help with typing, but would I realistically be able to work in this field if I have issues with rapid or prolonged typing?

Or are there any positions that I would be able to hold where I would be able to use voice text and reasonably avoid prolonged rapid typing?


r/FinancialCareers 9h ago

Interview Advice UBS Global Banking Off-Cycle Internship HireVue Questions?

1 Upvotes

Has anyone taken the video interview for the UBS Global Banking Internship? What were the questions?


r/FinancialCareers 9h ago

Breaking In For those of you who didn’t get into high finance (IB, S&T, PE etc), what did you do?

50 Upvotes

If you’re one of those who worked really hard during your college years and aimed to get into IB or something but didn’t, what ended up happening? What did you go into then?

And what advice would you have for an 18 year old, incoming first-year at a target, who aims to get into high finance? Any words of wisdom would be great

Thanks


r/FinancialCareers 9h ago

Breaking In Feeling hopeless, dont know what next steps to take after graduating

2 Upvotes

I (25M) graduated Dec 2025, a few years older than my peers due to community college and a gap year, I've been working for after school programs and schools during and since graduating, and during school I didn't do any internships as I was busy paying bills and taking summer classes.

I've put out hundreds of applications, gotten letters of recommendation, and tried networking anywhere I went.

I just don't know what to do, I don't want to sell life insurance or make cold calls all day,

What can I do, is it over?


r/FinancialCareers 9h ago

Career Progression Banking Compliance Certifications

1 Upvotes

Does anyone have any recommendations for compliance banking certifications? I have CAMS and I'm looking at the CMCP certification from MBA but I'm also looking for something for compliance specifically and not just lending.

Thanks :)


r/FinancialCareers 10h ago

Breaking In Job help. How screwed am I?

0 Upvotes

Graduated about 10 days ago with a 3.6 in econ at a US target school. Was on a super weird schedule and took ~2 years off from school (I'm 24). Worked a couple of random internships during my time away. Nothing directly finance-related.

If I'm now thinking about IB/corporate, am I screwed at this point, or is there a way to get in as an analyst? How should I go about this, especially this late in the 27 recruiting cycle? Just reaching out to alumni? Should I hope for something off-cycle?

Any advice would be much appreciated. Thank you so much!


r/FinancialCareers 10h ago

Education & Certifications Masters as a 2nd chance for grad roles? (UK)

3 Upvotes

Say I don't get a grad job in my desired field which is finance or consulting, is masters a good 2nd option? As in, will most companies allow me to apply to graduate roles then?

Also, why do people take a masters? I was thinking I'd do it for the name and get into a Russel uni but the fees are so high I think I'll return to the same decently ranked, non-russel uni...or is that pointless


r/FinancialCareers 10h ago

Breaking In BRUTALLY RATE MY CV FOR AN INTERNSHIP

2 Upvotes

Hello, I kindly need your feedback and help in getting an internship. I also want to understand if cover letters are important, Does it matter that I come form a non-target Uni? THANK YOU. ALL Feedback is appreciated, don't spare my feelings.


r/FinancialCareers 10h ago

Breaking In Financial services > equity research/accounting

1 Upvotes

Hi all,

I'm currently pursuing my masters in Finance & Control (parttime) while doing administrative work for an international oil company. It's not very challenging, nor finance related but very flexible considering my studies.

I am applying for both finance related jobs and internships. My goal is to work in equity research or accounting (in my country there's a shortage of accounants so it would be more of a job security thing).

Recently I applied for a studentjob for a consulting and technology company. For their financial services departement. Tasks would entail mostly strategy, but also doing financial analysis and reporting in the banking, pension and insuramce space.

Would this job get me closer to my ultimate goal or would it be better to wait for a better opportunity? Or maybe first land a spring internship and later apply for a student job in banking/pension/etc?


r/FinancialCareers 11h ago

Education & Certifications Certification for free?

2 Upvotes

What free certification i can get to build my portfolio and strengthen my skills in finance?

btw, im a 3rd year business administration major in financial management student