In this episode, the discussion centers around comparing careers in private wealth management and investment banking, providing insights into the differences, benefits, and challenges of each path.

Key Discussion Points:

• Day-to-day responsibilities in both fields

• Client interaction and relationship management

• Work-life balance considerations

• Career progression and long-term opportunities

For those interested in enhancing their financial modeling skills, consider exploring the Adventis Financial Modeling Certification (FMC) Program: https://adventiscg.com

Stay connected for more episodes of The Coffee Chat, where we delve into various facets of finance careers.

Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com

In this episode of The Coffee Chat, host Ben Dowel sits down with Ryland Chandler, a sophomore at the University of Miami Herbert Business School, to unpack what it takes to break into investment banking—especially from a non-target school.Ryland shares his journey pivoting from a pre-law track to a finance focus, the networking strategies that landed him real conversations with bankers, and his plan to build a rock-solid technical foundation. Ben offers expert coaching on improving response rates, mastering cold emails, preparing for interviews, and converting networking calls into real opportunities.Key Takeaways:The right way to structure a cold outreach emailWhy technical skills are the foundation—not the finish lineHow to turn good conversations into real referralsBalancing academics, extracurriculars, and recruitingWhat makes you stand out in interviews (and what doesn’t)Whether you're from a target school or not, this episode is packed with practical, actionable advice for any student serious about landing a job in investment banking.Learn more about the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com

What Should I Be Doing as a Freshman or Sophomore to Build a Career in Finance?In this episode, host Ben Dowell chats with David, a student making impressive strides in the finance world, to answer one of the most important questions for aspiring finance students: How do I start preparing for a successful career in finance early in college?Learn practical steps you can take as a freshman or sophomore—from developing key technical skills to building a standout resume and making the most of your network.Whether you're just beginning your college journey or already planning for internships, this conversation offers clear, actionable advice to help you gain an edge in the competitive world of finance.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com

Want to break into finance? Learn key networking and career insights from Sebastian, a Texas Christian University finance student, as he shares his journey from Lima, Peru, to private equity. Host Ben Dowell offers expert advice on standing out, gaining hands-on experience, and preparing for opportunities.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com

Ben Dowell and Jake, a finance student at Simon Fraser University in Vancouver, discuss strategies for landing a banking job across the border. Their conversation highlights key takeaways on networking, demonstrating commitment, and making yourself stand out in a competitive field.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com

Adventis' Ben Dowell sits down with Stephanie Hockman to discuss the latest trends in investment banking recruitment and their implications for future finance professionals. Explore how Amherst College has transformed its finance curriculum with the Financial Modeling Certification® (FMC®) Program. Discover how hands-on learning and flexible options are equipping students for success in competitive finance interviews. Learn about the impact of early hiring, full-time opportunities, and evolving strategies on the future of finance careers.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com

Learn how to navigate your journey in finance with insights from host Ben Dowell and guest Jack Stappenbeck. This episode is packed with insights on choosing the right finance career, mastering essential skills, and building a network that supports your growth.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com

If you're considering a career shift or are simply curious about the intersection of engineering and finance, Episode 8 of The Coffee Chat podcast is a must-watch. In this episode, Ben explores how one professional successfully transitioned from mechanical engineering to finance.Key takeaways include: Leveraging your existing analytical skills for a finance career.Gaining essential technical expertise through programs like the Financial Modeling Certification® (FMC®) Program.Building a resilient mindset to overcome career change obstacles.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com

For students from non-target schools, breaking into finance may seem challenging. Whether you're aiming for investment banking, private equity, or an adjacent industry such as corporate finance, these insights will motivate and guide you to stand out in the competitive job market. With the right approach and resources, success is within reach.In this episode, Ben shares actionable strategies to help you:Build meaningful connections through networking.Develop essential technical skills with programs like the Financial Modeling Certification® (FMC®) Program.Perfect your resume, cover letter, and interview techniques.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com