Transitioning into WM
Hello, I am looking for a bit of advice on how to into wealth management. I am graduating from college this December with a BA of Sociology.
For the last 6 months I have been working full time at a mutual insurance company as a "Financial Advisor". Frankly I have zero interest in trying to cold call my friends and to sell them insurance. It's a good company but I hate the 100% commissions and the deceptive marketing. Since being here I have really liked the client meetings and actually designing portfolios and it's something I want to do at an actual WM firm.
I currently have my SIE and Im sitting for my 7&66 at the end of the month. I'm located on the west coast but I would really like to move to a few target cities with my girlfriend and find a better WM firm to work for.
I guess I'm just asking for any advice from anyone who is more familiar in the industry on what my next steps should be. I am planning on starting to reach out and apply to firms this month.