A Guide to Careers in Investment Services

Are you curious about the dynamic world of finance? Do you envision a career where you can significantly impact individuals' financial well-being while working in a constantly evolving industry? 

"The Career Journey: Guiding your journey to a career in Investment Services," a presentation by United Era, is an intro to careers in Investment Services.

Led by the highly experienced Marcera Bell, this presentation offers an invaluable roadmap for anyone considering a path in investment services. Marcera brings a wealth of knowledge, having started her career at Fidelity Investments as a stock, options, and margin trader, holding Series 7 and Series 63 licenses. Her diverse background also includes roles in recruiting, private equity, and real estate, giving her a holistic perspective on the financial landscape and the various avenues within it.

What You'll Discover in "The Career Journey":

An Understanding of Investment Services: Gain a clear definition of what investment services entail, focusing on managing, growing, and protecting financial assets for individuals, institutions, and corporations.

Key Sectors Explored: 

Wealth Management / Private Banking: Serving high-net-worth clients.

Asset Management / Fund Management: Managing investment portfolios for diverse clients.

Investment Banking: Advising on complex financial transactions like M&A and IPOs.

Sales & Trading: Facilitating the buying and selling of financial securities.

Research & Analysis: Providing market insights and recommendations.

Risk Management & Compliance: Ensuring adherence to regulations and mitigating financial risks.

Diverse Career Goals: Explore a wide array of possible career paths, from becoming a Trader, Financial Advisor, or Portfolio Manager to roles as an Investment Banker, Research Analyst, Data Scientist, or Compliance Officer.

Auxiliary Positions: Discover how fields like Marketing and Technology play crucial, often overlooked, roles in the investment industry.

Unique Opportunities: Learn about exciting alternative investments such as Cryptocurrencies, Collectibles (Art), Crowdfunding, and Music and Media, which offer new avenues for diversification and creativity.

Marcera's presentation is more than just an overview; it's a guide designed to equip you with a clearer understanding of the possibilities and help you envision your own successful career in this thriving field.

Ready to Start Your Journey?

Whether you're a student, a professional seeking a career change, or simply someone eager to expand your financial knowledge, "The Career Journey" offers actionable insights and a clear perspective on an industry with high earning potential and the opportunity to make a real impact.

Don't miss out on this valuable resource! Watch the full "The Career Journey" presentation video today and take the first step towards shaping your future in Investment Services. HERE