u/SpecificElection5751

Hey everyone, just looking for some advice from people who have their CIM and work as Associate Advisors, APMs, PMs, or Investment Advisors.

Is the current path to the CIM:
CIRE → RSE → AIS → Certificate in Advanced Investment Advice → PMT → CIM?

Also, I’m curious about salary transparency. I’ve heard that the biggest money in wealth management comes from eventually owning your own book, either by building one or taking over from someone retiring.
But are there people who have stayed long-term as an Associate Portfolio Manager or Associate Advisor and earned $250k–$300k+, or even closer to $500k, without owning their own book? I'm currently 27M and i'm really hoping to get to the 250-300k mark by 33 or 34 and wanted to ask if that is realistic?

My goal is to become an APM and eventually hopefully take over a senior advisor/PM’s book, but I’m wondering what the realistic earning ceiling is if you stay in the APM role long term.

Would love to hear real experiences and rough compensation ranges!

I saw on their website that this exam can be written in person or Remote, I was wondering if anyone has written it remotely?

Hi everyone,

I’m looking for some advice from those who have successfully broken into private wealth management. I have over 5 years of experience in the financial services industry, primarily in retail banking and financial analysis, but I haven’t been able to land my first role in wealth management. My long-term goal is to become an Associate Portfolio Manager, so I’m trying to get my foot in the door in a client services, investment assistant, or administrative associate position.

Over the past year, I’ve connected with 50+ individuals across the industry through networking, coffee chats, referrals, and informational interviews. Everyone has been incredibly helpful, but despite all the networking, I’m still struggling to secure that first opportunity.
I’m currently studying for the CIRE to strengthen my qualifications and show my commitment to the industry.

For those of you who successfully transitioned into private wealth:

What ultimately helped you land your first role?
Is there anything I should be doing differently?
Are there firms or roles that are more open to hiring candidates without direct wealth management experience?

I’d really appreciate any advice or insights. I’m committed to building a long-term career in wealth management and am willing to start wherever I can to gain the right experience.
Thanks in advance!

I saw Prof Brian Gordon is offering the CIRE exam course, for a cheaper price compared to SeeWhy. I was wondering if anyone has taken that course yet and was the content pretty similar to the actual exam?