I've interviewed three possible additions to the team as new FAs. I liked the sliding pay scale we had at Edward Jones. Anyone willing to send me a copy of the current EDJ PDF showing the curren…
Growing the Team
When it is time to hire a new team member? What has worked for you? Online resources like indeed or zip recruiter, local chamber of commerce?
Spokane, WA new hire comp: They pass test (I reimburse) then pay starts. Year 1: $40K & 10% comm. Year 2: $30K & 20% comm. Year 3: $20K & 30% comm. Year 4: $10K & 40% comm. Year 5: 50%…
I’m interested in hiring a licensed FA from Edward Jones or Northwestern in the DFW area to become a Paraplanner/ Relationship Mngr. The position is salary plus bonus. This is not a sales position.
What is your staff to client ratio? How did you determine when to hire add’l help? We have $50mm AUM, 400+ clients, one licensed advisor, one unlicensed assistant (FT).
Top producers on teams: If I wanted to join your team to work/service your smaller accounts, and dig up extra assets from those accounts, what % of your revenue would you invest for that?
Looking to add a Female advisor to our team. Client facing experience required and work towards CFP is preferred. RIA north of Boston - new business not likely part of the role. more
Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.
Older, successsful FAs: How do you suggest a younger female in the business approach you and talk about joining your team? What areas do advisors like you need help with?
Looking to hire a part time admin assistant in a small RIA office. Someone with experience in a professional office who can appreciate flexible hours. How would you go about finding such a person?
Thinking of hiring a paraplanner in the San Diego area with long term growth potential/practice ownership stake. Any ideas on how to go about finding the right person? Anyone have a para?
Anyone here currently in or looking to make the transition to a client service associate or paraplanner role? Hiring in NYC- please respond to this post
I'm looking to add a Branch Office Administrator...anyone have experience with hiring for that position?
Actively seeking growth-driven Advisers in NY and across the U.S. in one of our eleven branches. If you’re an Independent IAR or a brokerage/wire house Producer desiring positive change, reach me.
Looking at making a move to the independent side. Have around $20m in AUM in wealth management with another $85m in retirement plan business. Been looking at Investacorp. Any thoughts?
We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448
How's everyone doing? Im a Private Banker, doing my homework to become an advisor. But I might not take the bank road. I spoke to EJ and PRU. Will you give me an advise on where should I start???
Senoir advisors and owners: What do you offer in commission and fee splits with junior advisors? what do you pay office staff? juniors, what is your current or past comp split?