Career Path of a Financial Services Consultant at Capstone Partners Financial
Byron's path to becoming a Financial Services Consultant at Capstone Partners Financial began with an economics degree and a family history in wealth management at Charles Schwab, yet initial uncertainty led Byron to an internship at New York Life Insurance. This experience revealed a talent for the field, though a desire to expand beyond life insurance into broader wealth management ultimately led to a recruiter's invitation to Capstone Partners, where Byron successfully transitioned their skills.
Financial Services, Wealth Management, Career Path Exploration, Insurance Sector, Internships
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Byron Lopez
Financial Services Consultant
Capstone Partners Financial
Loyola Maymount university
UT Austin
Economics
Finance (Banking, Fintech, Investing)
Finance
Veteran
Video Highlights
1. Byron started his career in the insurance sector, gaining valuable experience at New York Life Insurance after an internship there.
2. He majored in economics and had family members who were successful financial advisors, influencing his career path.
3. His internship at New York Life helped him realize his aptitude for financial services and his desire to expand beyond just life insurance into broader wealth management.
Transcript
Could you walk me through your career path? Please start with your experiences in college. Include any internships or jobs you had before your current role.
Yes, to go into the field of financial consulting, specifically wealth management, there are two ways to approach it. You can go into the banking sector or the insurance sector. I chose the insurance sector.
As an undergraduate, I majored in economics. I knew I wanted to pursue wealth management because many members of my family were already successful advisors at Charles Schwab. However, I wasn't entirely sure if it was the right path for me.
The summer after my junior year, I interned at New York Life Insurance. During that time, I questioned if I truly wanted to sell life insurance as my career after college. After a couple of months with New York Life, I realized I was good at it and could succeed.
I saw myself doing this work, but I wanted to expand beyond just life insurance. My goal was to become a financial advisor and handle wealth management as a whole.
My recruiter at Capstone reached out, noticing my experience at New York Life. They believed I would be a good candidate to join them, utilizing the skills I developed at New York Life to be successful at Capstone. That's precisely what I did, and it ended up working out well for me.