PM if you need a Fidelity Referral!

like

I was hired into a contract position but still want to work as an advisor for a few clients. Does anyone do this and give me an idea on what to expect?
What companies do you youse for products/investments and what CRM tools do you use etc

like

Curious about career opportunities with Fidelity. I am a banker/relationship manager at an investor center branch for a BB. My main responsibilities are handling banking/lending for a book of business, discovery convos with prospects, creating financial plans and referring business to financial advisors. I have a series 6/63, life accident health insurance license. My goal is to get to a position as an FA. What fidelity roles would be most logical to apply for? Right now I make about 75-80k.

likesmart

I'm a 32 year old career changer (infrastructure PM) in pursuit of successfully passing the CFP exam. I'm having a hard time finding an entry-level fiduciary-path position within one of the big box firms. Does anyone know who and when these companies will be hiring? Thanks!

like

Financial solutions advisor position in tampa salary?

like

I am currently looking for a remote position as I want to move out of retail banking. I don't have a set timeline. I don't mind cold calling & I have excellent customer service skills. I also have experience managing a team fiduciary accounts and small business banking.

I currently have my SIE, 6, 63, Life & Health.

All role recommendations would help!

like

Thoughts on the Morgan Stanley Wealth Management Associate Role? Is this a path to FA through MS? Has anyone heard anything about this position? Pros and Cons?

like

When hiring an associate or junior advisor, does anyone have any input as to how to structure pay to be competitive but not so much of a salary that they’re not hungry?

like

How many years does the typical paraplanning role last before transitioning to a servicing advisor? Current firm initially stated 2 years during interview process, since joining have heard them say anywhere from 3-5 years. Had about 2 YOE before joining.

like

Anyone here work in a RIA with office in Miami or La Angeles areas that are hiring?

like

Am I dumb for wanting to move into wealth advisory (being miserable in my current position) just a a recession is around the corner? In other words, I feel like these positions are more sensitive to recessions and I will be the first in line as I bring the least amount of value given my lack of experience.

like

Anyone know how much does Financial Advisor Associate make at Morgan Stanley? I’m seeing 71k base + 51k additional pay. I was offered a FAA position but right now but I just started as a Relationship banker at Chase 2 months ago. I’m in the process of getting my licenses at chase( series 6,63 and life and health). I just passed my SIE. Any advice would be much appreciated!

like

How many people have actually pivoted from RB role to wealth management private banker ? I just started my role as a RB and feels like I’m already regretting it lol. I worked at Morgan Stanley as CSA for 2 yrs and I def like client servicing more than retail banking lol at the moment I’m getting my license SIE, series 6 and series 63.

Anyone else still waiting to hear back from Citibank Wealth Management about a position you interviewed for a month and half ago?

like

Anyone here work in an assistant-type role? I am a registered sales assistant so I have my series 7, and I also have the 63 and my life & health license. I was an advisor but I’m a career changer so I decided to take a role as an assistant for some time to learn, etc. I really like my role, but I only make 32k a year and after taxes I only take home about 25k… I have a gut feeling that I’m not being paid market value but its tough to find comparable salaries. What are your thoughts? Any advice?

like

Anyone on here work at Facet Wealth? Sitting for CFP in Nov and came across a planner role that seems appealing on the surface. Would appreciate any thoughts from anyone who works/worked there. Feel free to DM.

like

UBS I am going through the interview process with UBS. I applied for a financial advising position. I have had three interviews, completed the background check, and they asked me about my termination from last job, fired from mortgage company due to mortgage rates increasing. Last contact was a week ago. Since my first interview it’s been about a month and a half. Is this normal for their hiring process? Is this a good or bad sign?

Interview with Fidelity tomorrow for IC position, what can I expect and tips to do well. TIA

like

How much should a series 24 holder make yearly? And is it easy to find a job once you get that license? I want to move into a leadership position as fast as possible

like

I’m an associate in wealth management. I didn’t get a compensation increase when I got this position (moved from a different department 65k) and today I had the weirdest call with one of the higher ups. He essentially told me my title had changed officially in HR ok thanks bye… and I was left there like ????? What about the salary adjustment? I am so tired of getting taken advantage of because I’m not a negotiator guru. If you work in wealth management as an associate what is your salary?

like

Hi! I have an interview for the role of financial consultant/financial planning and analysis @ computershare.. please share words of advise for me please... This is the highest role I have ever interview for.. I am currently a credit analyst! Any tips help. Thank you in advance.

like

Has anyone worked for GW&K? I have an interview today for a client service associate role. Any opinions on the company? Ideally id like for the role to lead to an advisory position

like

I am a year into a financial advisor training program. I am currently in the first tier. Feeling burnt out, and had a massive change in my home life. My husband was just promoted to a global position at a major oil company that requires weekly travel. We have decided that my quitting is the best course of action. I am on a team- what is the protocol for client facing positions? Do you give 2 weeks notice? Will they ask me to reimburse any training expenses? I appreciate any insight.

like

Anyone done the virtual assessment for EJ hiring process? Tips?

Being approached for a Branch Manager role at RJF. Thoughts on them and role vs. MS?

like
like

Info on GS wealth management professional position??

I recently accepted a position from BoA in the “financial advisor trainee program.” I will be able to get my Series 7 and Series 66. I live in SF Bay Area and this is my first position at a bank. The pay is 60k while getting licenses (4 months) and it will go up to 65k + quarterly bonuses. I have an undergrad in International business and recent grad with my MBA. I have 3 years experience in sales. Is this a good offer?How much to expect from quarterly bonuses at BoA? Any advice on the position?

like

Currently I’m at JP Morgan as a RB , getting my SIE, 6 and 63 but I just found out I’m unable to get the Series 7 unless the role requires it. I like that Fidelity has some positions are WFH. My question is should I stay with JP Morgan for a year ( don’t have to pay back my licenses) or just apply Financial Service Rep as Fidelity sponsors Series 7, 63 and CFP. I’ll be taking a pay cut Currently 73k salary including incentive at JP and Financial Rep at Fidelity 50-60k salary.

like

Is anybody familiar with the “Wealth Advisor” role for “Schwab Wealth Advisory?” Formally known as “Private client advisor” for “Schwab private client services” Interested to know if anybody has been in the role before or knows anything about it and if there’s room for growth. Appreciate any valuable insight from anybody. Thanks guys!

like

I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

like

I am a licensed private banker in the Pittsburgh area- series 6/63. 34 yrs old, changed careers 2.5 years ago. I would like to eventually move into an FA role. I am curious to hear if there are firms or banks in the area or surrounding areas that hire associates to partner with experienced FAs that eventually go on to build their own book of business. I am a fast learner, not afraid to work hard. I've heard of banks that support these partnerships but do not see many job postings.

like

I had someone reach out to me from Schwab. Anyone have any details on an associate wealth advisor role? Thank you!

like

Any United Capital advisors in here? how has it been under GS? any movement up to the PWM segment (ie $10mm+) or is it still really divided?

I’m 25 in a senior advisor role with a book of ~$30mm currently. thinking about moving to a 2 year RM training role but wondering about upside after that. I currently make $90k base with 25% rev first year and 15% after, I’d like to just make as much money as possible but don’t know whether to stay or go

like
like

Does anyone have insight on how Wells Fargo premier bankers are and would you recommend the job over a morgan stanley Wealth advisor associate role?

like

Fellow Fish,
Would anyone happen to have more information about the Investment Center ADFA, Remote Financial Advisor position w/PNC? I am most interested in the base salary/commission structure. I am in a licensed banker role right now and trying to feel out if this would be a good way to work into PNC Investments in lieu of a traditional branch Financial Advisor position. My thought is this could be a decent way to build a foundation of clients and then transition to a branch role.

like

Related Posts

Any EY folks out there who can help me with understanding levels and comp? Currently a 2nd year MD at Deloitte and interviewing at EY. What should I aim for in terms of level/role and@comp? Thanks

like

Anyone successfully switched from tax to financial analyst position or corp finance position?

like

Any contacts at Engine Shop NYC? Looking to connect with hiring manager for account services after applying. Thanks

like

I have a final round interview for an engineering position in IAM. What subject areas should I prepare? Also, the hiring manager mentioned that there will be scripting questions. How should I prepare?

If anyone wants to be a Forensic Accountant for federal Law Enforcement in DC (not remote) PM me for a referral - Deloitte is actively hiring for this position. You’ll be working active money laundering cases alongside federal LE agents. CPA strongly preferred, some audit experience a plus too. CFE, CAMS, or other related certs also a bonus. Must be able to pass a security clearance.

likefunny

Hello, I have been through two rounds of interviews at Deloitte UK and it seems like I will get an offer. I wanted to know what's the general salary range for a SC role at Deloitte UK. Joining as an Enterprise Architect with 13 years of IT experience. 5+ yrs relevant.

like

What are some of the best opportunities in industry if one was to exit as an SC in human capital with significant experience in org change management, design, and talent strategies?

like

Salary ranges for group strategy director role?

like

I have an interview lined up for a Corporate Banking analyst role. I was wondering how the interview process looks like? Any leads?

Question on changing roles: a friend of mine did not pass the final round at BCG for an associate position, due to not having as much relevant experience as the other candidates. However, they are interested in him and will likely offer him a research position. Does anybody know whether it is likely that you can switch from a research role to a consulting role? Very interested to learn if anyone has experienced this :)

like

4 years of social experience as a CM since graduating. Will be promoted to Social Strategist role, and currently salary is $60K at a global agency in NY. What should I expect? What $ should I ask for?

Is it fair to ask for the sign-up bonus or extra equity in lieu of the 2021 bonus ($25K), unvested RSUs ($20k), and educational reimbursement I will need to repay ($24K) if I change jobs before the year end? It’s for a new manager role in the industry and I don’t want to sound like a clown asking for a $70K sign up on the $160K base comp…

like
like

Perkins & Will in Chicago is hiring ui designers and ux strategists, mid to senior level!

like

How strict is google with YOE? I am able to get a referral but idk if it's a waste if I'm off by 1 YOE

like
like

A good friend of mine graduated from Parsons this past summer, has degrees in Journalism and French, and is a very talented photographer and designer. And I’m certain she’d make a fabulous junior AD or content strategist. Unfortunately she, like many in this pandemic, is having no luck finding a job despite applying for everything under the sun. It’s a tragic waste of potential and I want to help. Any advice for her or shops/hiring managers/non-traditional job hunt tips to steer her towards? 🤞🏼

like

Job postings nowadays be like:

Position: Jr. Software Developer

Preferred Qualifications:
- 5 years of JAVA
- 5 years of PHP
- 5 years of SQL
- 10 years of Swift
- Experience with Cyber, full stack, and architecting an entire solution

likefunny

I'm updating my resume and couldn't figure out a title for the works I've done.
Here are some of my task/achievements:
+ Build the company's operations team (client-facing + sales) & hiring
+ Managed product release, branding, & development
+ Develop the government, nonprofit, and private market segment of the products.
+ Dabble into some analytics cause I was a data scientist before I joined
+ Coordinate strategic initiatives from the founder and gave feedback on the direction

Currently working at EY and recently promoted Senior looking to switch into a Business Transformation consulting role. Could anyone provide some insights on the day to day, as we as the interview process? Thank you very much.

Additional Posts

What are ways to defer my taxes on self employment income of $350k? Details: I have a w2. My spouse does not work. I max out employers 401k. Can we do SEP IRA for me and spouse and each contribute $61k (combined $122k)?

like

Hello folks. I am a Senior Electrical Engineer at a biotech firm making 110k plus 8% bonus. I feel underpaid having a masters degree and a PE. 7 YOE. With the inflation on rise, should I ask my manager for a hike and what percentage or should I switch?

like

Anyone been able to get into faang with a software bootcamp? I have a bachelor in Mechancial engineering

like

Hpw hard is it to crack into the supplement/wellness industry? I've seen a lot of people on social media go this route, and I'm very into fitness so it's something that interests me. Does anyone have any intel?

likesmart

Tips for starting in a new specialty tax group as a senior with limited experience in the field? Got hired and am feeling a bit overwhelmed and intimidated with everything. I picked up a book about it to learn more about it but just planning on grinding extra hard at work.

As a creative applying on LinkedIn- do you send a cover letter?

like

McKinsey & Company Bain & Company Hi Fishes,

Can anyone help me with a referral in a consulting firms like McKinsey & Company, Boston Consulting Group , Bain & Company
for a role of Associate/Senior Associate/Business Analyst?

I have a 3.2 YOE as a business analyst/consultant in a Big 4 firm.

Thanks in advance

like
like

🇬🇧 London ladies - is anyone hiring? Is it picking up at all? Everything feels so bleak. Onto my second full month of no work.

like

Hey everyone,

Question for an application at SCHOTT in Mainz, Rhineland-Palatinate, Germany, as a Physicist with PhD. What is your salary expectation (total gross annial income)?

Thank you?

Is DC a good place for high cybersecurity pay?

The freshers these days have started to shield their underperformance by making noise to the hr. Very hard to train freshers these days!

likefunny

Recently got offer from LTI and they have offered p3 grade.. please help and let me know about this grade and also let me know What kind of Java development projects we can expect in Data privacy business Unit.

like

Hi, I have an advertising background, can I break into consulting?

like

This kind of gatekeeping should be illegal. An experienced person who can do the job and who is willing to take a lower-ranking and lower-paying job should not be turned down.

Post Photo
like

Is the extra effort you need to put into a promotion to SM + the additional responsibilities you get i.e. sales targets once you are at SM worth it, comparing to M. I am on 82base + car allowance. Wondering if the additional 20k?? a year are worth it?

like

I’m so full.

like

Interested in meeting gay guys for a long term relationship or just for friends...

like

Guys any good SAP Hana implementation projects in Infosys or support projects with onsite opportunities?

like
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal