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What was the most difficult part of getting a foothold in the finance industry? #Spring25 ?
I'm looking to get into the finance industry, and any pointers would be helpful.
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3 answers
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April’s Answer
Hi Max! Congratulations on making it through college. Finance is a broad market. If you do not have connections or internship opportunities to help you land an entry level position, banking is an easy way to get your foot in the door. Starting in a branch will give you opportunities to learn and meet people that can help you grow your career. Banks look for sales experience or customer service experience. You get a good mix of tasks that will help you decide if you like working in sales, operations, management, etc... Start where you can and get as much diverse experience as possible. The more you try, the more you will know what you will enjoy doing and what to avoid.
Talk with people working at local bank branches.
Put in applications for entry level positions, paid internships, job shadowing.
Talk to everyone you meet, you never know what opportunities will pop up.
April recommends the following next steps:
Updated
Jackson’s Answer
Hey Max,
I didn’t know what part of finance I was most interested in at first, so I explored as much as possible. I gained internships in areas such as at a startup, wealth management, an investment bank, and valuations, while also taking a variety of finance courses. Without prior experience, I focused on networking, reaching out to people I knew, and starting with smaller or local firms to get my foot in the door. Getting that first internship is especially important because it boosts your resume and shows you have relevant experience, and each opportunity works like a step on a staircase that helps you reach the next one. I was open to any finance-related role that was even loosely connected to my interests, and I followed that path as new opportunities appeared. I also joined finance-focused clubs at school, such as the investment fund, which provided real-world experience and connected me with alumni, making it easier to stand out and access strong recruiting pipelines.
I didn’t know what part of finance I was most interested in at first, so I explored as much as possible. I gained internships in areas such as at a startup, wealth management, an investment bank, and valuations, while also taking a variety of finance courses. Without prior experience, I focused on networking, reaching out to people I knew, and starting with smaller or local firms to get my foot in the door. Getting that first internship is especially important because it boosts your resume and shows you have relevant experience, and each opportunity works like a step on a staircase that helps you reach the next one. I was open to any finance-related role that was even loosely connected to my interests, and I followed that path as new opportunities appeared. I also joined finance-focused clubs at school, such as the investment fund, which provided real-world experience and connected me with alumni, making it easier to stand out and access strong recruiting pipelines.
Updated
Wendy’s Answer
Hello Max, I am Wendy, hope you are fine with this message. However I did not have finance experience, but I have working experience.
So from my point of view, the most difficult part of getting foodhold in one field is your professional on finance industry, use the professional tools /attitude & manner to help the one who needs your help, and solve the problems to meet the expectations, saving others cost/time. Hopefully, it can help you, thank you & enjoy the days.
Are you professional on it ?
Will you continue to study on it
What do you want to get from this finance industry ?
With the tools you have can you get what you want ?
So from my point of view, the most difficult part of getting foodhold in one field is your professional on finance industry, use the professional tools /attitude & manner to help the one who needs your help, and solve the problems to meet the expectations, saving others cost/time. Hopefully, it can help you, thank you & enjoy the days.
Wendy recommends the following next steps: