College Experiences That Helped a Wealth Management Financial Advisor Succeed
Jessica's undergraduate success stemmed from "leadership roles," a dual major in economics and psychology (providing "an interesting talking point"), and a relevant internship. This, combined with demonstrating "career growth and ambition and hard work," allowed a non-prestigious first job to serve as a stepping stone to better opportunities.
Leadership, Economics, Psychology, Internships, Career Growth
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Jessica Roks
Financial Advisor
Wealth Management Company
UC San Diego
Na
Economics, Psychology
Finance (Banking, Fintech, Investing)
Finance
Honors Student, Took Out Loans, Worked 20+ Hours in School
Video Highlights
1. Take on leadership roles during undergrad.
2. Major in a relevant field like economics and consider a minor that complements it (e.g., psychology for understanding client behavior).
3. Complete internships in the finance industry to gain practical experience and build connections.
Transcript
What did you do in undergrad to really set you up for success in your career?
I think the leadership roles I took on during undergrad really helped set me apart from other candidates. I majored in economics and also had a minor in psychology.
This was an interesting talking point I could add to interviews. Taking an internship at a company related to the industry I wanted to go into was also very helpful.
I believe all these experiences combined made me a good candidate for my first job out of college. It wasn't a very prestigious role or at a prestigious company, but I think that's okay.
It's important to know that it's okay, and the experience you gain is what matters. If you can show good career growth, ambition, and hard work, companies will appreciate that. You can then use it as a stepping stone to a better opportunity.
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