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A community for Financial Advisors, Financial Planners and Wealth Managers both independent and within companies.
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Hi. Question to the group. I was offered a job last year with a company who uses LPL as their investment arm of their bank. They did a credit check and because of some collections they rescinded the o… more

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I work from home but I’m still getting ready for work by laying out my clothes. Does any WFH people still dress and act like they’re going in the office?

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Hello everyone, Happy Sunday! I have nearly 10 years of experience in accounting and hold an Enrolled Agent license (EA). I'm interested in making a career change and becoming a financial advisor.… more

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Investment Councillor - Career Advice

Hi, I’m currently interviewing for an investment councillor role at Fisher Investments in Ireland. I’m QFA qualified and have a few year’s experience as a financia… more

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Greetings, good to be in an atmosphere with people who really are focusing on obtaining the tools for financial freedom.

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Do you have a favorite fast food place? In the line at Culver’s and I can’t wait! 🤤

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Does anyone know what happens to an FA’s book when they retire? Does it go to newly onboarded FA’s so that EJ can split the commission while keeping at their profitability levels? Maybe to existing … more

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Hi 👋 I’m new to the community and looking to become a career switcher. I want to become a CFP and to best understand the day to day. Would anyone be willing to have an informational with me?

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Bitcoin is rising. Do you think it’s going to hit 100k or go back to 30k?

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Any practice management consultants lurking and open to chatting?

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Looking to pivot to development finance and impact investing from an actuarial background. Location is the UK. Any tips?

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Fellow advisors, what are you guys guessing happens this year with rates? Is the fed going to drop them 25, 50, 75 bps or keep them as is? Curious to know your thoughts. My guess is they only drop th… more

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Have you ever had to speak up for yourself with your boss? Did it affect you?

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How do you advisors not let clients leaving or choose another firm over you not bother you. Whether you see it as dollar signs or you should have just won the case, what do you do to help!?

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Do you think that the federal funds rate will decrease in March?

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Is anyone using Fetch Rewards with their receipts?Have you redeemed your points for gift cards? Hoping it’s legit.

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Im new to 401k, roth IRA and everything about investments. Im not originally from the US, so retirement plan is new to me. Im 38 and my husband is 42. We have 2 young kids (2 and 1). We have money sav… more

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Does anyone have experience working as a financial consultant with Charles Schwab? What does a regular day look like? How does your compensation work? How many hours are you putting in each week?
Do yo… more

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Are you investing in stocks or treasury bonds?

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Does it annoy you seeing someone on social media calling themselves a financial planner and charging people, but they have not one license?

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Curious, what is the going rate or where can I find info on the going rate for an operations manager or high level assistant? Not a major metro area but also not rural in south Louisiana. Looking to … more

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Has anyone ever requested a bonus during a salary negotiation?

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Looking to connect with someone who can provide some guidance. I would like to create my own RIA. I'm am concerned about growth but also excited about the complete freedom to pursue my own client base.

Anyone … more

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In your current position, do you prefer to WFH or on-site?

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Any experience with Fisher Investments Inc. ? I saw a job posting for 2 YOE VP of sales and it looks too good to be true. I have all the experience and licenses needed and it looks good but I’d love t… more

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What are some good questions to ask regarding an advisor position at Sunlife Financial. Im completely new to the industry. They have already confirmed I cannot have any other job, it is 100% commissio… more

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Searching for a job during a time of layoffs is a wild ride. 😵‍💫

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How’s your Monday going? 😣

Post Photo
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How do you handle salary negotiations? Do you always accept their first offer? I’ve always heard that you should negotiate.

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All of my financially savvy people: cable vs streaming services?

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Looking for those interested in joining a dynamic team where you will learn about being a financial professional so that you can help educate people on best practices for their finances, you can grow … more

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Hi - I have my first day at EJ on Monday. Any advice on what I should get comfortable with first? Technology/process etc? I plan to focus on increasing AUM ASAP!

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Trying my best to get into a Financial Advisor Program in Los Angeles.
I’m 26, been in car sales, real estate wholesale. I don’t have a degree.
Any tips on how to join Merril , JP , Morgan Stanley?

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Happy Friday!!!! 🎉What are your weekend plans?

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Friend of mine referred me to Charles Schwab - VP Financial Consultant position. From the conv. I had with him it’s obviously sales role but more so of Relation Manager, you find opportunities through existing clients, refer… more

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I was recently laid off from my corporate job and it was suggested I look into being a FA. I had a meeting with Prudential today but still not 100% this is for me. Pros/cons of the job? Prudentia… more

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Vibe Check: Filed returns today and feeling great!! 😊.
Has anyone started filing their taxes?

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What are your thoughts on mini-retirements? Just read a post about it on LinkedIn. Basically boils down to saving and creating a side hustle so that you can take a sabbatical from a traditional 9-5. I… more

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Tips for balancing long weeks and unpredicted hours when you’re working out daily and trying to maintain 7-8 hours of sleep? I played baseball in college and it was never an issue. I find myself not g… more

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