# Career Advice **URL:** https://talk.achievable.me/c/career-advice/8.md [Latest](https://talk.achievable.me/latest.md) · [Categories](https://talk.achievable.me/categories.md) · [Tags](https://talk.achievable.me/tags.md) --- ## [About the Career Advice category](https://talk.achievable.me/t/about-the-career-advice-category/21)
**Author:** [@Tyler](https://talk.achievable.me/u/Tyler)\ **Replies:** 1\ **Last updated:** [October 14, 2025, 12:15am UTC](https://talk.achievable.me/t/about-the-career-advice-category/21 "2025-10-14T00:15:18Z")
Discuss anything related to careers, graduate school admissions, salaries, and similar. About Achievable Achievable is a test prep platform built for the modern student: mobile, guided, and personally optimized. What … --- ## [Resume tips after passing exams](https://talk.achievable.me/t/resume-tips-after-passing-exams/11389)
**Author:** [@Wallace\_Wehner](https://talk.achievable.me/u/Wallace_Wehner)\ **Replies:** 4\ **Last updated:** [May 26, 2026, 3:07am UTC](https://talk.achievable.me/t/resume-tips-after-passing-exams/11389 "2026-05-26T03:07:22Z")
So far this year I’ve passed the SIE, Series 63, and 65 with the help of Achievable’s materials. I self-sponsored for all of these so I’m not affiliated with a firm or registered. How should I go about listing these on m… --- ## [Advice: Best course of action-risk SIE failure or withdrawal job acceptance?](https://talk.achievable.me/t/advice-best-course-of-action-risk-sie-failure-or-withdrawal-job-acceptance/10691)
**Author:** [@Lila\_Lang](https://talk.achievable.me/u/Lila_Lang)\ **Replies:** 2\ **Last updated:** [January 25, 2026, 9:48pm UTC](https://talk.achievable.me/t/advice-best-course-of-action-risk-sie-failure-or-withdrawal-job-acceptance/10691 "2026-01-25T21:48:57Z")
Hello, I’m seeking advice on my situation and the best course of action. I accepted a job offer from a known investment management company/brokerage firm. The role requires the SIE license, and if you don’t obtain it o… --- ## [Full-Time Analyst Roles for International Student](https://talk.achievable.me/t/full-time-analyst-roles-for-international-student/10593)
**Author:** [@Ben\_Wisoky](https://talk.achievable.me/u/Ben_Wisoky)\ **Replies:** 1\ **Last updated:** [January 4, 2026, 6:41pm UTC](https://talk.achievable.me/t/full-time-analyst-roles-for-international-student/10593 "2026-01-04T18:41:28Z")
I am a Canadian citizen eligible for one year of working under OPT after graduation, then would require H-1B sponsorship to stay in the US. I am about to test for the SIE in 10 days, have junior summer internship experie… --- ## [Career advice to become a CSA, RIA or broker dealer](https://talk.achievable.me/t/career-advice-to-become-a-csa-ria-or-broker-dealer/10337)
**Author:** [@Eileen\_Johnston](https://talk.achievable.me/u/Eileen_Johnston)\ **Replies:** 1\ **Last updated:** [November 19, 2025, 2:53am UTC](https://talk.achievable.me/t/career-advice-to-become-a-csa-ria-or-broker-dealer/10337 "2025-11-19T02:53:29Z")
Hey guys, I would appreciate advisement on my career path. I have a bachelor´s degree in finance from Argentina (WES certified) and im trying to break into wealth management as a RIA, Broker dealer or CSA. I´ve already p… --- ## [Career Transition Advice Needed – From Hospitality to Finance](https://talk.achievable.me/t/career-transition-advice-needed-from-hospitality-to-finance/9559)
**Author:** [@Isabel\_Breitenberg](https://talk.achievable.me/u/Isabel_Breitenberg)\ **Replies:** 2\ **Last updated:** [October 14, 2025, 12:25am UTC](https://talk.achievable.me/t/career-transition-advice-needed-from-hospitality-to-finance/9559 "2025-10-14T00:25:51Z")
I’m at an important crossroads and would love some guidance from those of you already working in the industry. For the last several years, I’ve been deeply committed to trading and technical analysis. I’ve kept a detail… --- ## [What to look for after passing Series 65](https://talk.achievable.me/t/what-to-look-for-after-passing-series-65/9438)
**Author:** [@Samuel\_Borer](https://talk.achievable.me/u/Samuel_Borer)\ **Replies:** 1\ **Last updated:** [August 21, 2025, 3:07pm UTC](https://talk.achievable.me/t/what-to-look-for-after-passing-series-65/9438 "2025-08-21T15:07:02Z")
I feel like I’m taking a more traditional route when it comes to becoming a financial planner. I know most people go down the BD route, taking SIE (passed), then Series 7 (haven’t taken), then Series 63/66 (haven’t taken… --- ## [Working to become a Financial Advisor](https://talk.achievable.me/t/working-to-become-a-financial-advisor/9046)
**Author:** [@Christian\_Reichel](https://talk.achievable.me/u/Christian_Reichel)\ **Replies:** 3\ **Last updated:** [July 28, 2025, 9:21pm UTC](https://talk.achievable.me/t/working-to-become-a-financial-advisor/9046 "2025-07-28T21:21:32Z")
What advice would you give someone who is pursuing a career as a financial advisor? I have 3 years of banking experience and two business degrees, currently working to complete the SIE. I have been frustrated for years… --- ## [How has passing the SIE helped you in your job search?](https://talk.achievable.me/t/how-has-passing-the-sie-helped-you-in-your-job-search/6904)
**Author:** [@Jingles](https://talk.achievable.me/u/Jingles)\ **Replies:** 4\ **Last updated:** [July 13, 2025, 3:31am UTC](https://talk.achievable.me/t/how-has-passing-the-sie-helped-you-in-your-job-search/6904 "2025-07-13T03:31:02Z")
How has passing the SIE helped you in your job search? I’ve worked a majority of my career in accounting, and would like to switch into finance. I am currently studying for the SIE with Achievable, but I’m honestly unsu… --- ## [CFA Level 1 For College Student](https://talk.achievable.me/t/cfa-level-1-for-college-student/8995)
**Author:** [@Teri\_Renner](https://talk.achievable.me/u/Teri_Renner)\ **Replies:** 3\ **Last updated:** [July 10, 2025, 9:31pm UTC](https://talk.achievable.me/t/cfa-level-1-for-college-student/8995 "2025-07-10T21:31:25Z")
Approaching my junior year of college and passed the SIE last march. I’m interested in external wholesaling but want to keep doors open for exit opportunities later in my career. Had an internship in business development… --- ## [Adult Career Changer Seeking Advice](https://talk.achievable.me/t/adult-career-changer-seeking-advice/8140)
**Author:** [@Sean\_Rowe](https://talk.achievable.me/u/Sean_Rowe)\ **Replies:** 1\ **Last updated:** [April 20, 2025, 3:45am UTC](https://talk.achievable.me/t/adult-career-changer-seeking-advice/8140 "2025-04-20T03:45:48Z")
Hello! I have been heavily considering making a change into financial advising for a few months now. I am wondering if anyone on here has successfully made this transition? What words of advice do you have? When I read a… --- ## [Entry-Level Opportunities After Passing the SIE](https://talk.achievable.me/t/entry-level-opportunities-after-passing-the-sie/8043)
**Author:** [@Teri\_Renner](https://talk.achievable.me/u/Teri_Renner)\ **Replies:** 1\ **Last updated:** [April 9, 2025, 3:01am UTC](https://talk.achievable.me/t/entry-level-opportunities-after-passing-the-sie/8043 "2025-04-09T03:01:47Z")
'm a sophomore at a smaller school, looking to work in Wealth Management or Investment Banking. I wasn’t successful in securing an internship for this summer, but I’ve expanded my network and should have my foot in the d… --- ## [Pros and Cons for working as Fidelity Financial Advisor vs Chase Relationship Banker?](https://talk.achievable.me/t/pros-and-cons-for-working-as-fidelity-financial-advisor-vs-chase-relationship-banker/5356)
**Author:** [@Crystal\_Glover](https://talk.achievable.me/u/Crystal_Glover)\ **Replies:** 3\ **Last updated:** [March 28, 2025, 9:51pm UTC](https://talk.achievable.me/t/pros-and-cons-for-working-as-fidelity-financial-advisor-vs-chase-relationship-banker/5356 "2025-03-28T21:51:25Z")
Hi I wanted to know the pros and cons for people who have experience in either company. I am currently leaning towards fidelity to get my sie exam and pass the 7 series with the sponsor of them but would like to get advi… --- ## [Tips for applying/advice](https://talk.achievable.me/t/tips-for-applying-advice/7544)
**Author:** [@Dora\_Stark](https://talk.achievable.me/u/Dora_Stark)\ **Replies:** 3\ **Last updated:** [February 18, 2025, 8:00pm UTC](https://talk.achievable.me/t/tips-for-applying-advice/7544 "2025-02-18T20:00:23Z")
I am recent college grad with a degree in poli sci working to pass my SIE, I currently work in logistics managing multiple large accounts which I feel may help down the line somewhat on a resume. However, if I am trying … --- ## [My choice as a career](https://talk.achievable.me/t/my-choice-as-a-career/7500)
**Author:** [@Blackhole](https://talk.achievable.me/u/Blackhole)\ **Replies:** 2\ **Last updated:** [February 13, 2025, 11:34pm UTC](https://talk.achievable.me/t/my-choice-as-a-career/7500 "2025-02-13T23:34:21Z")
Hey there i am thinking about when I get older (21) to become a SWAT officer do you think that would be a waste of time? --- ## [Using the 6,63, and 65 to supplement my current job](https://talk.achievable.me/t/using-the-6-63-and-65-to-supplement-my-current-job/7459)
**Author:** [@Duane\_Ankunding](https://talk.achievable.me/u/Duane_Ankunding)\ **Replies:** 1\ **Last updated:** [February 12, 2025, 1:50am UTC](https://talk.achievable.me/t/using-the-6-63-and-65-to-supplement-my-current-job/7459 "2025-02-12T01:50:10Z")
I’m an insurance agent specializing in Medicare, and I’m looking to get my Series 6 and 63 this year so I can offer more options for people wanting to roll over their 401(k)s into something better suited for retirement. … --- ## [In need of guidance as someone new to the finance industry](https://talk.achievable.me/t/in-need-of-guidance-as-someone-new-to-the-finance-industry/7184)
**Author:** [@Dwayne\_Reichert](https://talk.achievable.me/u/Dwayne_Reichert)\ **Replies:** 3\ **Last updated:** [January 15, 2025, 5:06am UTC](https://talk.achievable.me/t/in-need-of-guidance-as-someone-new-to-the-finance-industry/7184 "2025-01-15T05:06:52Z")
Hello all, I am new to the finance industry and I am looking to get a job, even though I do not have a degree in Finance, or much experience in that industry. My background is in Television and Broadcast Journalism, and… --- ## [Finding Finance Job Without Degree?](https://talk.achievable.me/t/finding-finance-job-without-degree/6962)
**Author:** [@Kristin\_Senger](https://talk.achievable.me/u/Kristin_Senger)\ **Replies:** 2\ **Last updated:** [December 19, 2024, 4:55pm UTC](https://talk.achievable.me/t/finding-finance-job-without-degree/6962 "2024-12-19T16:55:37Z")
I did not finish college. I dropped out and worked at an Insurance company doing sales for almost 3 years. I have my SIE, about to get my 63. Will I struggle to find a job without having a degree? --- ## [SIE for AWM? Accounting Sophomore in college](https://talk.achievable.me/t/sie-for-awm-accounting-sophomore-in-college/6928)
**Author:** [@Philip\_Jacobson](https://talk.achievable.me/u/Philip_Jacobson)\ **Replies:** 1\ **Last updated:** [December 13, 2024, 9:18pm UTC](https://talk.achievable.me/t/sie-for-awm-accounting-sophomore-in-college/6928 "2024-12-13T21:18:06Z")
Hi everyone, currently a sophomore in college and I’m studying for my SIE and plan to give it in Jan. Just wanted to know how impactful can this be when applying for PWM and AM positions at all these banks and WM firms. … --- ## [Fidelity interview!](https://talk.achievable.me/t/fidelity-interview/4185)
**Author:** [@Sylvester\_Bailey](https://talk.achievable.me/u/Sylvester_Bailey)\ **Replies:** 16\ **Last updated:** [October 6, 2024, 2:22pm UTC](https://talk.achievable.me/t/fidelity-interview/4185 "2024-10-06T14:22:38Z")
I’m super excited to have landed an interview for financial service representative at fidelity next week. It’s 9-12 months training and getting your top off exams and then in the branch after that. Any tips for fidelity … --- ## [Are there hiring freezes going on?](https://talk.achievable.me/t/are-there-hiring-freezes-going-on/5402)
**Author:** [@Myra\_Kunde](https://talk.achievable.me/u/Myra_Kunde)\ **Replies:** 9\ **Last updated:** [September 28, 2024, 3:39am UTC](https://talk.achievable.me/t/are-there-hiring-freezes-going-on/5402 "2024-09-28T03:39:49Z")
I cannot seem to get a response back from any recruiter on things. Morgan Stanley has been laying people off and is, supposedly, in a hiring freeze right now. I don’t think it’s isolated to just them. Heard Charles Schwa… --- ## [Career change from science to finance](https://talk.achievable.me/t/career-change-from-science-to-finance/6314)
**Author:** [@Dean\_Hickle](https://talk.achievable.me/u/Dean_Hickle)\ **Replies:** 1\ **Last updated:** [September 26, 2024, 2:08pm UTC](https://talk.achievable.me/t/career-change-from-science-to-finance/6314 "2024-09-26T14:08:19Z")
Hi! I just got my PhD degree in biology and wanted to switch my career to finance. Currently I’m thinking about obtaining the SIE certificate and maybe apply for equity research roles. It’s so hard to get a job in financ… --- ## [I have to take the SIE, 6, 63 and 65](https://talk.achievable.me/t/i-have-to-take-the-sie-6-63-and-65/6292)
**Author:** [@Alexander\_Daniel](https://talk.achievable.me/u/Alexander_Daniel)\ **Replies:** 1\ **Last updated:** [September 23, 2024, 8:50pm UTC](https://talk.achievable.me/t/i-have-to-take-the-sie-6-63-and-65/6292 "2024-09-23T20:50:07Z")
In what order would you take them and why? --- ## [Thinking about obtaining my SIE](https://talk.achievable.me/t/thinking-about-obtaining-my-sie/5624)
**Author:** [@Ida\_Kihn](https://talk.achievable.me/u/Ida_Kihn)\ **Replies:** 4\ **Last updated:** [August 13, 2024, 2:33pm UTC](https://talk.achievable.me/t/thinking-about-obtaining-my-sie/5624 "2024-08-13T14:33:45Z")
Hello everyone. I have been considering more lately to study for the SIE. Although, my background is not directly in banking, I am currently a compliance auditor where I conduct audits on entities receiving funds from th… --- ## [Changing career help](https://talk.achievable.me/t/changing-career-help/3737)
**Author:** [@Kim\_Willms](https://talk.achievable.me/u/Kim_Willms)\ **Replies:** 3\ **Last updated:** [April 16, 2024, 7:00am UTC](https://talk.achievable.me/t/changing-career-help/3737 "2024-04-16T07:00:33Z")
Hello, I am currently in the aviation career field and am looking for a change in career. I want to continue in the aviation field for now as I have a family and it pays decent money. What is the best way for me to tran… --- ## [Formatting Resume](https://talk.achievable.me/t/formatting-resume/5079)
**Author:** [@SammyD](https://talk.achievable.me/u/SammyD)\ **Replies:** 1\ **Last updated:** [April 11, 2024, 1:48am UTC](https://talk.achievable.me/t/formatting-resume/5079 "2024-04-11T01:48:09Z")
Just passed the SIE exam and would like to add it to my resume. Where/How should I include the certification. --- ## [Order of FINRA SERIES Exams](https://talk.achievable.me/t/order-of-finra-series-exams/2222)
**Author:** [@Provincial\_amethyst](https://talk.achievable.me/u/Provincial_amethyst)\ **Replies:** 1\ **Last updated:** [October 27, 2022, 6:47pm UTC](https://talk.achievable.me/t/order-of-finra-series-exams/2222 "2022-10-27T18:47:23Z")
I passed my SIE on Monday. I am studying for my 6 and then 63 and 65. For the 63 and 65 which should I take first? --- ## [Question about IAR registration](https://talk.achievable.me/t/question-about-iar-registration/2017)
**Author:** [@Panicky\_scarlet\_stor](https://talk.achievable.me/u/Panicky_scarlet_stor)\ **Replies:** 1\ **Last updated:** [September 17, 2022, 4:13pm UTC](https://talk.achievable.me/t/question-about-iar-registration/2017 "2022-09-17T16:13:55Z")
Do agents that sell items like trading platforms and research tools need to be regulated and properly registered as IARs? --- ## [Finance roles with high compensations](https://talk.achievable.me/t/finance-roles-with-high-compensations/1398)
**Author:** [@FoxMcCloud](https://talk.achievable.me/u/FoxMcCloud)\ **Replies:** 2\ **Last updated:** [March 17, 2022, 3:06am UTC](https://talk.achievable.me/t/finance-roles-with-high-compensations/1398 "2022-03-17T03:06:43Z")
What are the finance roles that are salaried roles with generous compensation? I am looking at other roles and the majority of them are commission-based. Aren’t there any salary-based roles in finance? I am clueless ab… --- ## [Need advice with job at Fidelity](https://talk.achievable.me/t/need-advice-with-job-at-fidelity/1192)
**Author:** [@FoxMcCloud](https://talk.achievable.me/u/FoxMcCloud)\ **Replies:** 4\ **Last updated:** [March 3, 2022, 7:35pm UTC](https://talk.achievable.me/t/need-advice-with-job-at-fidelity/1192 "2022-03-03T19:35:55Z")
Hi there, I need advice. There’s a job opportunity with Fidelity as Workplace Planning Associate. The issue is that Fidelity preferred that I use PassPerfect in their program. Can I still use Achievable along with Pass… [Next page](https://talk.achievable.me/c/career-advice/8.md?page=1)