Financial Advisors

Financial Advisors- has anyone use the digital marketing firm Agoura Growth for quality prospective appointments?

You may not control all the events that happen to you, but you can decide not to be reduced by them.

Looking to move from an insurance back office role into an advisor associate with growth to financial advisor role. Any advice/ opionions/ feedback appreciated

Has anyone worked for utah retirement systems or know anyone who worked or works there as a retirement advisor? Is it a good job or no, any advice?

Can any senior advisors provide advice on how to balance meeting sales/performance goals while truly acting in the client's best interest?

I always found it interesting that as advisors our jobs ar… more

About The Employer

An international CPT Markets company with global offices around the globe currently hiring for their Malaysia Office based in Bukit Nanas, Kuala Lumpur.

Benefit from:

Basic Salary from RM2500-RM10k
Intellectually st… more

Any Advisors out there that got the CFA? Did it add any value to your practice or to your career? I know it’s not necessary, I just like challenging myself and figured I’d hear some feedback from anyo… more

How would you guys suggest a college student make money that stays on campus and can’t find any job openings near his campus .

Is this a conflict of interest?

The manager who negotiates junior advisor salaries is married to a senior advisor in the same office.

Due to this, some junior advisors are too intimidated to negotiate…regardless of performance or prior… more

Hello every one
Hope you are doing great. I wanted to share that I have completed my IFC certification and now looking for a job as a financial advisor. Can anyone let me know in what direction should … more

Has anyone ever had compliance reject something that just made you stop in your tracks?

I was just told to reword my bio for the website because it has the word "specialize" in it.

How in the … more

I’ve been approached by a firm Main Street Research for a wealth advisory role. Does anyone have insight into culture, compensation, and client base?

Anyone out there looking for a financial advisor role? I might know of someone in your area hiring just let me know!

Has anyone ever heard of Trajan Wealth? Looking to get info. They seem to be recruiting hard right now and was curious if anyone has had experience with them.

Hello, was hoping for some guidance/advice with my career path.

I am currently a value add on a team of advisors and enjoy it. I have a CFP and would like to specialize in an area.

The two areas I’m co… more

Any feedback on wealth management roles in Bank of America/Merril Lynch? How is this role?

What is the salary range for Accounts Team Specialist at Morgan Stanley, and any insights about the job?

Hello everyone! I’m in the insurance industry but tbh selling life insurance is really boring, I don’t like it at all and prospecting is really hard when you don’t have a warm market. I have the SIE a… more

What does a Financial Consultant Partner make at Schwab in the branch?

Currently studying for the CFP and am based in the Houston metro area. Was wondering if anyone knows of any study groups/chats (in person and online) that anyone could connect me with. Thanks in adv… more

(FinTech/DeFi/Blockchain]

Is anyone out here currently working for Citi Group? Looking for some information on whether Citi Group has begun its 'tokenization' initiatives yet?

How much does an 1) investment strategist and 2) private banker - not junior but also not senior - make in the following banks? JPMorgan, GS, Bofa Merril and others? Thanks

What’s the best way to start a practice from scratch? Is it through a developmental program like Merrill’s? Joining an established team and working your way through the ranks? Not limiting the options… more

Does anyone have experience with the Financial Planning Director role at Morgan Stanley?

PrivateWealthPaul on Substack looks like it could be a cool community. Good insights.

Any recommendations on test material for Series 7

Just passed my SIE and series 66. I know I need a sponsor for my 7. What are some good positions that I could use these licenses ? Suggestions ?

Any new Edward Jones FAs have any insight into the “day in the life” simulation?

When did you make your first hire? What position was it? Where was your production at when you made that first hire? How did you know it was time? What do you wish you knew then?

Thoughts on HELOCS at this time? Looking to consolidate debt, perhaps switch jobs or start a business. Thoughts on HELOC loans and getting one in this market? What to lookout for and be weary of?

Any advisors use Ibexis annuties? Been presented Ibexis before?

Workable wealth is a total approach to financial well-being, focusing on both your current financial situation and future goals. By understanding the key elements of workable wealth and taking practic… more

Has anyone here studied for WMCP cert? If you can share tips/resources I’d appreciate it. I think I need something else aside of the tools provided by the American College.

I’m a recruiter at a regional midsized BD/RIA. We currently manage about $9B in total assets and have around 350 reps. We’re a really good platform/firm for advisors to run their 10-99 business. Are t… more

Hello everyone, I'm interested in learning about the likelihood of securing a job as a trader and analyst in the United States while being in a foreign country (Nigeria). I would greatly appreciat… more

What is it like working as a financial advisor for Thrivent? What is the training like and are there any specific areas that are of concern when working through them since they are nonprofit?

Does anyone have experience with the Investment Counselor role at Fisher Investments? Wondering if it ‘s worthwhile position to build experience for a couple years before transitioning to a more indep… more

I have a client with a Solo K. She has had a Simple in the past but currently no employees.
Due to the timeline of her decision, she can't terminate the Solo K before the end of 2023, so there will be a little over… more