Thoughts around developing accountants as referral sources?

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When you change investment firms as a financial advisor is the firm you move to given access to how many assets you manage and your revenue produced from your last position from a third party?

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Getting recruited by JP Morgan for Banker/VP role. What are the pros/cons to a salaried position like that vs me growing my own book where I am now? It’s a slow grind to build a book and considering jumping ship

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I’m hiring Protege Financial Advisors for opportunities in NJ. I’m an active advisor and sales manager for my firm, a local Guardian agency. New advisors receive full benefits, including medical, dental, vision, defined benefit pension, 401(k) with 3% match and Roth options, tuition reimbursement and more. If you’re interested in a new opportunity, please message me. Thanks!

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Been a FA for 10 years, but during COVID figured out that this advisory role was built on sand. Current clients arent able to sustain production. What should I do?

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Looking for a leadership position in the Financial Services Industry. Have extensive experience in Supervision and recruiting experienced advisors. Please message if there’s an opportunity you have. I’ll have a good group of FAs with me wherever I go. LPL Financial Raymond James Ameriprise Financial Wells Fargo Advisors

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Advice needed please. I am a Recruiter considering going back to the Advisor world, though to be clear I have 6/63 life and health. Currently recruiting for a hybrid RIA so I know the business and a great deal about planning though no designations. I'd love any advice on whether or not I should try to get my 7/66 now or just find a firm to sponsor me & get them when I land. I definitely need a base and am considering a bank advisor role, but love the Independent space. Any advice welcome thx!

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Curious to get an idea of where my company compares regarding compensation. I am one of a team of 5 advisors dedicated to about 6500 individual clients and $2.97Billion in client assets. Each one of us is fully licensed (7,66 and insurance), and I hold my 24. My base is $80k with a VC target of 40% of base salary. Goals are mostly made up of client satisfaction surveys, asset additions, and retention. I feel that we are grossly underpaid for the role, but not sure exactly how that compares.

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What is the best way to find new clients during these times that aren't referral based? I used to rely on networking events and meeting people face to face, but with the current environment that is mostly impossible.

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8 yrs in the business and my take home pay is around $130k but I run my own book and on no salary. I’m being offered a salary position at Citi to be a private banker for $150k + bonuses... Would you jump ship? I’m seriously considering it

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Is there a entry-level FA or associate position out there, that offers at least an initial salary? Everything I see is full commission which I understand but what about the ones looking to learn their way up? recommendations? Thanks

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Anyone know much about, or have experience in, Chase private Client banker role?

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Symbol VXX: I’m wondering if this position is considered inverse or leveraged by you all? Why or why not?

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Have a long term goal of growing a full service office. A team of wealth managers, planners, life insurance agent(s), PC agent(s), etc. with support staff as needed. Everyone has a role. My question is how should I structure the comp? No idea what’s standard in this structure or where to even research models in our industry. Any ideas?

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Getting headhunted hardcore for a salaried banker position ($100k+ bonus) and right now I’m making $65-$70k as an FA in a development program. I’m hitting my tiers but I hate the program. This banker role would not have me in a program... what are pros/cons to leaving to go to a role like this?

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Lots of RIA’s are hiring salaried advisors. What’s the average salary for a salaried advisor position?

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I am looking into hiring Castor Abbott for their marketing services... anyone have any experience working with them?

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Hey guys. I’m in the Merrill and I make around $55-$60k. I’m being offered a role at Citi Private Bank and the salary is $90k with bonus. I’m considering making the switch b/c the payouts at Merrill suck and I’m burnt out dialing for dollars. The Citi bank position also involves working an existing book of biz and I think I’ll like that better even though the upside in $ is limited. What would you do? Do you think I’ll regret leaving the fee based model?

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I’ve been offered a position with Fidelity as a Financial Consultant. I’d like to hear any pros or cons from anyone familiar with the position. Thank you!!

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I’m a Merrill Advisor based in the east coast, HCOL area and I graduated from our development program and joined a team making $90k plus paid on whatever I bring in. I’m interviewing for a private banker role at another firm where the base is $165k plus “discretionary” bonuses based on what I bring in. You would jump ship right?

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How are you finding new clients during the pandemic? Non-referral answers only please.

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Female, 4 years in the industry, 2 years as a planning associate, 2 years as an FA. Got an offer from an awesome team to be a CSA - which seemed great because (I think) I miss the support/planning role and I haven’t loved my time as an FA thus far. However, management has now stepped in and insisted I join the new team as an FA, not CSA. What should I be considering when making this decision on changing teams/titles? Should I push back on management on joining as a CSA?

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Is being a CSA a dead end role? Where do people go from this job?

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Does anyone know anything about the financial consultant role at E*Trade and what the total comp look like? What’s their reputation on the street?

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Related Posts

Looking to exit Deloitte as a SM with 10 years of experience of providing advisory services for healthcare and life sciences companies globally. Please DM if there are any industry opportunities!

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Please reach out if anyone is looking to join deloitte. Our advisory practice is hiring extremely aggressively in almost all areas

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Is the AVP role at Citi just a glorified Sr Analyst role?

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Strategy vs PMO work? Been seeing a lot of people say pmo work is not actually consulting and that’s the only “consulting” I’ve been doing. What’s the difference (besides one is pmo/implementation and one is strategy - I’m referring to exit ops, why one is better for certain people, etc)

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Folks with 3-7 years of capital management/treasury risk experience, DM if you're keen on an auditor role in IA for a top 5 Bank

Why would someone who’s proficient in 1 or more programming languages take a job as a consultant? Are there any key benefits as opposed to going into software engineering or a dev role internally?

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TAS associate looking to make a move to another firm. No CPA yet but I have the credits. If your firm is hiring, let me know!

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I found out this week that I’m getting promoted to tax manager this fall. I had applied for a senior FP&A role at an insurance industry and now they asked me to the final round of interviews. Really my only reason for leaving is pay and wanting more consistent hours, but I worry industry will leave me wanting more money. What are your thoughts on this situation? Currently at a mid-tier firm.

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What are exit opportunities for a Transformation Consultant less than 5 years experience? What is the image of a Transformation consultant in the marketplace?

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Accenture is hiring at all levels. DM me for any referral. Accenture

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Any other agencies out there with a hiring freeze right now? (Or is WPP just using the covid-19 panic as an excuse?)

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If someone reached out for referral and they weren’t upfront about their circumstances (recently laid off, etc), would you continue with the process or tell them you’ll try but don’t do it?

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Went from consulting to corporate strategy...what’s the career trajectory from here? Having trouble envisioning going from something so high level to a more specific/niche role...but is what’s left just jumping from corp strat to corp strat roles? Interested in hearing people’s journeys from corp strat and any thoughts on transitioning. TIA

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95k offer from Deloitte for a role as senior in appsec/devsecops, is this a solid offer compared to other salaries of seniors in cyber at D?

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Any tips for a PE hr screen for an ops role?

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Looking for ACN referral

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Corporate Strategy, a graveyard for people to get stuck doing projects and analysis that never go anywhere, or a high impact, high prestige role?

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Is it acceptable to move from agency/role to another every year or two? In this industry it seems that the only way to get paid more or promoted is to move companies (esp with holding companies)

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Any thoughts on an AD role at 360i NYC. Would love to hear what it’s like there

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Recruiter reached out for a position at Walmart in Bentonville, Arkansas, the role is interesting as well. Is there anything to do in Bentonville? For some reason, I can’t see myself settling there

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Additional Posts

Long shot - anyone have an idea of comp for SM (L6) internal finance roles at Deloitte?

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SPG Platinum Challenge: Do I need to check-in the hotel?

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Any insights on Deloitte Human Capital Manager salary range? What’s about signing and annual bonus? TIA

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So I have been casually interviewing and got a very intriguing offer today. However, my current employer had just filed for my PERM a couple of weeks back. Any suggestions on how to proceed? I'm guessing I'll have to restart my PERM process at the new company if I decide to switch. Any personal experiences?

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Deloitte Digital - can you start as SC WITHOUT ANY full time experience by just having MBA from non top school ?i found people fake their resume

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Anyone hear of any remote CD jobs?

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How are your companies handling employees wanting to work from anywhere (any US state) now that the remote situation is still ongoing (with no end in some cities)? Are you allowing it for a certain amount of days/months? It’s been the bane of my work existence lately!

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Recommendations on questions to ask during an interview with the Director of Analytics?

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Has there been a lot of people leaving EY lately or does it just seem like this for all the B4?

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Any news yet from the law team for the H1B lottery results folks?

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Looking to exit Deloitte as a SM with 10 years of experience of providing advisory services for healthcare and life sciences companies globally. Please DM if there are any industry opportunities!

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So, I'm really curious, for those of us who aren't essential workers, how are you handling return to work? Phases? 50% capacity? Self Identifying disclosures? Sanitization stations?

smart

Just got hired. Nearly everyone in my practice is still on the bench, considering holidays are coming up am I out of luck until Jan-feb? Anything I should do other than BD work and network?

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Please reach out if anyone is looking to join deloitte. Our advisory practice is hiring extremely aggressively in almost all areas

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Hi peeps- got laid off last week from PwC because of 72% utilization. Am on H1B visa. Any tips on companies where I can apply? Also, can I negotiate severance options with HR?

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Anyone wanna meet up in FLL?

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Any insights on QE international arbitration? I’m particularly interested in culture and workplace environment. Thanks!

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I would like to help those wanting to shift careers in HR, minorities, or women going back to the workforce, learn workday coding and ultimately help them get a job in the space. Is there any interest?

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Some of y'all have never requested data from a client and gotten back a scanned pdf of a spreadsheet and it really shows

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