Hello and welcome. I'm Patrick Curtis, Chief Monkey of Wall Street Oasis, and this is Monkey

to Millions, a show where you get a front row seat as I mentor young students and professionals

to try and help them break into their dream jobs.

In the first cohort, you'll meet four students, all preparing for intense job interviews

while trying to also balance a personal life and schoolwork.

The goal of this show is to shine a light on the struggles of trying to break into competitive

positions with a non-traditional background

and to give you a roadmap for your own success.

My hope is that as you get to know these four impressive students, you're inspired to dream big.

Remember, these are real people, and this is their true story.

Let's get to it.

In this session, Victor gives us all a lesson on the various roles as a financial advisor at Fidelity.

We learned the difference between a relationship manager, financial consultant, and investment consultant,

and how pay is structured from the most junior levels to the highest levels.

Victor talks about his next steps to gain more skills, including an exam on insurance

and starting his CFP and CFA in the near future. Enjoy.

All right, Victor, I'm tired. It's a long week.

It's November 2nd and it's been too long since we've chatted about your progress.

I know last time we chatted, you had kind of been

promoted, right? Correct. It just got promoted and it took a long trip overseas, so right after

promotion. So tell me a little bit about just what's going on with the day to day. Have you

settled in and stuff like that? And what's it like? Yeah. So definitely.

...