PM if you need a Fidelity Referral!

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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

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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.

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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!

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Financial solutions advisor position in tampa salary?

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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!

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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?

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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?

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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.

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

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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.

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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!

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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?

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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?

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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.

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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

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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

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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?

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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.

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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

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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.

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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?

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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?

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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.

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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!

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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?

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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.

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

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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

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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?

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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.

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Related Posts

2 Questions..
1) Have I missed the boat on Associate hiring?
2) Does anyone here know if their team is hiring and would be open to a Top 20 MBA, with experience in financial modeling and valuation and currently in restructuring?
Thanks in advance.

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I'm working on a remote in-house position for a newly public Fintech company to do mostly SEC reporting. Looking for a Cap Markets or PCAP attorney, class of 2016 or more senior. Big firm experience is helpful. DM me if you have any interest.

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It’s been 48 day since the layoff! I have had 2 interview. One was with Salesforce and I was supposed to be in the final round and then they put the position on Hold and another one was with a Pharma Client in Boston and they picked another person for the role... I’ve just been so stressed on when I could be employed again be stress free.. still looking for a Salesforce Business Analyst position if someone could recommend or refer me I’ll be really thankful.

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Working directly with partner from a tier 2 consulting firm (no HR contact), about a role. I've been through two rounds of interviews and a third meeting to discuss compensation. Haven't heard since the last meeting. Is this a bad sign? How much time should I wait before following up again? - if I should follow up. Thank you.

I recently left consulting for a senior product role at a PE backed fintech. Ask me anything.

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Senior Manager role at Amazon in finance/legal. 12 YOE, 7 in industry, 5 in consulting. What would you expect all in? I was thinking 250k, but I am seeing 120k salaries in Glassdoor, so would like to know if I am totally off base.

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We hiring that girl from a law firm as a Manager in forensic with no experience (and no CPA or CFE). How do you think I should react? I am 2Y SC on my way to Manager this year

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For folks working/worked in Apple, what level is Data Science Manager position amongst ICT3/4/5?

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Associate Principal at a Clearview / Trinity / Putnam boutique firm. Would BCG consider hiring at the PL level given the current hiring push?

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Interviewed at an agency, was told I would be brought in for another interview, but got ghosted. Added the hiring manager on linkedin months later. He ignored my request but proceeded to (Cont.)

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Being considered for a senior role, need to negotiate pay. What’s a reasonable amount for a first time senior creative in Chicago?

If you come from a consulting > programming/developer background, is project manager a step down? I want a role that has a technical aspect and a managing aspect

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I have been in management for the past 8 years and part of large corporations. I just recently joined a small organization that I have wanted to be a part of for the past 2 years, accepted the role of general manager. This organization knew that I don’t have general manager experience, no payroll experience, no experience setting prices, no purchasing experience and today, 6 days after starting, I have been asked to step down due to not being confident that I will be ready in 3 weeks…

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Deloitte laid off CM analyst and consultants .. tech adoption / digital enablement. A recruiter contacted me about a role that states a plus for knowing Deloitte CM method and Change Scout. It is a contractor to hire position. 100% remote now and possibly future. Company is Cleveland, OH. DM me and I can send you the deets. Rate is too low for me.

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Any federal partner managers in this bowl for systems integrators or tech companies (think AWS, Salesforce, Microsoft)? Curious what salaries are for people in this role as there isn’t a ton of data for this job title specifically. Looking for salary numbers and YOE. TIA!

How do MBAs feel about doing one year consulting then a year in industry strategy analyst role vs 2 years consulting?

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Currently a Senior Accountant at Vanguard with a CPA. Love the company but honestly hate the job. Considering trying to pivot into another area of finance such as Risk or Valuation. Would it be stupid to try to get an MBA at a mid-tier school (think Villanova) to try to pivot out of corporate accounting or should I try to upskill and network my way into a role in one of these areas? I feel like it’s too soon to rotate within the company, so an MBA could help buy time.

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Fellow Deloitte comrads! If you are impacted by the recent layoffs and looking for a new role in tech, there's a referral thread going on. I hope we can all make thru these crazy times (Cont.)

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I currently work as a FP&A/M&A analyst for a nonprofit and was wondering what would be good exit opportunities for me. I am very experienced in excel and analytically pretty sound. But I think I want a job with less analytics and more conceptual based work.

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Who feels like they're excellent at managing people? I do not, and know it's an area I need to work on. Creative chops are finessed, but I landed in this role full speed ahead and constant refinement on management style seems necessary. Any sage words of wisdom or resources?

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Additional Posts

Hi fishes,

Please tell what is process for location change? I am new and joinied virtually so i don't have idea.please help. And what could be the best reason so that it won't be denied.

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How much aws big data specialist certification cost

I’m geotechnical engineer, but I couldn’t get a good position to allow me to learn more especially, I want to turn to design and softwares , any recommendations please

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I’m in a difficult situation. A man who was fired for harassing women at my last agency is currently employed at an agency I’m interviewing at. This job would be a promotion for me and it’s a good company. But I’m really hesitant to work where this man is. The thought of being at parties or in meetings with him is unbearable. I keep asking myself if a promotion is worth it? Or should I go with self preservation and say no thanks?

My ladies, have you got some thoughts for me?

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Good evening! Has anyone had their legal writing more closely scrutinized than that of their white male colleagues? My writing is significantly revised even when I pull directly from work that was previously drafted by a male colleague and approved by that same partner. I wonder if it’s confirmation bias or just partner preference/style.

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