This is a documentary series that follows real-life college students to hear about struggles and triumphs as they try to navigate the competitive finance job market.
The host, Patrick Curtis, is CEO and Founder of Wall Street Oasis will serve as their mentor for up to two years as they try to achieve their dream job out of college.
Will they land their dream position? Will they make the cut? You'll have to listen and join us on the journey to find out (hint: even we don't know when we start)...
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This is a documentary series that follows real-life college students to hear about struggles and triumphs as they try to navigate the competitive finance job market.
The host, Patrick Curtis, is CEO and Founder of Wall Street Oasis will serve as their mentor for up to two years as they try to achieve their dream job out of college.
Will they land their dream position? Will they make the cut? You'll have to listen and join us on the journey to find out (hint: even we don't know when we start)...
E55: Victor (Session 11) - CFP and Insurance Tests on Deck
Monkey to Millions
29 minutes
3 years ago
E55: Victor (Session 11) - CFP and Insurance Tests on Deck
In this session, Victor gives us all a lesson on the various roles as a financial advisor at Fidelity. We learn the difference between a Relationship Manager, Financial Consultant and Investment Consultant is and how pay is structured from the most junior levels to the highest levels. Victor talks about his next steps to gain more skills including an exam on Insurance and starting his CFP and CFA in the near future.
Monkey to Millions
This is a documentary series that follows real-life college students to hear about struggles and triumphs as they try to navigate the competitive finance job market.
The host, Patrick Curtis, is CEO and Founder of Wall Street Oasis will serve as their mentor for up to two years as they try to achieve their dream job out of college.
Will they land their dream position? Will they make the cut? You'll have to listen and join us on the journey to find out (hint: even we don't know when we start)...
