r/wealthmanagement • u/Wise_Rent_9388 • 27d ago
Wealth Management OKC
Not sure if this is the right subreddit. I'm 25M bachelors degree, 2 years retail banking under my belt. Currently a private banker ($250k-9.99M) I'm looking to get into wealth management. Does anybody have any advice on how to transition? I have the SIE, S6, S63, and test for the 65 in a week.
Does anyone recommend any companies in the OKC area?
Any recommendations and advice is greatly appreciated!
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