Looking to transition to an RIA
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I currently work in accounting/operations for a mutual fund servicing firm but I am looking to make the transition to a more front office role this year. After much reading and under the advisement of a few EDJ and Schwab friends, it seems the best way to go is to team up with an established RIA and work under an IAR while building a book. I will be taking the second CFA exam this summer, and my expertise lies more in portfolio management, as well as mutual fund operations. I have worked on several mutual fund and series trust start ups and feel I have a wealth of valuable experience for an independent shop (especially ones considering an in house fund), but I obviously lack financial sales experience. I received some valuable advice from the RR community before and figured I would pool your collective expertise again - what would be the best way to start out? Would a Jr. position at an RIA allow me to build a book while providing enough income to live on? Any and all advice is welcome. Please feel free to rip me if I sound like a complete moron, I don't mind as long as it saves me time and money.