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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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?

likehelpful

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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Anyone have insight to what a finance analyst role at Morgan Stanley would be like?

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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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What’s Fidelity’s reputation on the street? Their recruiter always reaches out to me for their investment consultant role.

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Are ETrade Financial Consultants actually advisors? Is there job to build a book or act as customer service reps to self directed clients? Also to anyone currently working there, how has the MS acquisition affected your position and how do you see your position and ETrade being affected either positively or negatively?

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A prospect suggests they’d prefer to stay with a robo-advisor because that’s all they know / have experience with to date.
Aside from demonstrating your value-add, what other reasons would/do you share to politely counter their position?

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What do you guys think about J.P. Morgan Chase private client advisor position? A lot of people say it depends on the location. Is this a good position for someone who is already licensed? I would love the bank leads. How much is the starting salary and overall compensation? I’m strongly considering applying for a position at one of the branches.

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Could use a referral from someone at Morgan Stanley in the Southern California area. I am applying for their financial advisor development program. Please let me know if you can help. Thank you 🙏

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I’m three months into the role (have never advised before) and haven’t been given a client bank or leads; the gig is completely self-gen.

What tips do you have for client acquisition in lockdown?

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Have an offer I want to take, concerned my toxic boss will try and burn me if I quit my current role

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I'm interesting in hiring newer FAs from Edward Jones in Spokane, WA area.

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I’m currently considering a job offer from Fisher Investments as a Regional VP. Has anyone been in this role before? Anyone have pros and cons? Thanks!

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How long after graduating college did you find your “career?” Not just the first job you got (although it could be), but the position where you felt like “this is my path.”

I communicate well enough to be proficient in my role, but I’d like to improve my written and verbal communication skills. Does anyone have ways to improve communication skills?

How many of you truly love what you do and feel like this is your perfect role/job?

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Thoughts on doing an online degree. Looking for a career change, but not willing to give up my position now and cannot afford to quit my job yet.

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Can anyone give me some insight or feedback on the wealth advisor ii position at 5/3?

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Do you have a role model at your firm?

Do you have to be on a team to be a successful advisor? Our firm is pushing teaming and I’ve been in the role for a year, and most senior FAS just want me to be their assistant and not a partner

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Thinking about hiring a business coach for next year. Any tips, thoughts, advice?

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Here is my idea for a startup! I collect all the data from career transitions and use Data Analytics to predict the most likely career transitions. I could start with consulting. What do you guys think about this? I would be able to predict based on your firm(mbb, big4), your experience, which role you are likely to move (Faang pm, strategy manager, move to mbb). I have all the data to do this, but wanted your thoughts. Would the output of this be relevant to you?

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Good morning, I am a recent under-grad and working as a BI Developer. I’m looking at transitioning to a project or product manager role and I have 1+ YOE. I know the job market is not that great as of now but I’ve applied to countless PM roles and have had no success. I want to know from other PM’s if it’s necessary for me to get a PMP certification before I can get a job or it’s not that of a requirement?

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I recently accepted a job that I quite overqualified for because I’m in need of a job. I got hired as a Marketing Manager and work directly with the Marketing Director. Come to find out my director is still in school and has absolutely no marketing experience. She’s been with the company for 4 months. They seem to want to utilize my complete skills set and make up for her lack of marketing knowledge but maintain her position as director and pay me a entry level marketing manager salary. Advice?

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Hiring account roles from AE to Director. HCP and DTC offerings (including tv). DM me for more info.

I am looking for a referral as a Salesforce Senior Developer/Consultant with base location Kolkata, West Bengal. I have nearly 6.8 years of relevant Salesforce development experience.

Please let me know if there are any such opportunities.

Thanks.

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Hey Guys, I am a data science associate at ZS. Let me know if anyone wants a referral in any of the below profiles. 😊

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Midsize pharma media agency is hiring a few digital media supervisors, sr. AE, and some digital strategist/planner positions. NYC

DM if interested!

Can anyone from fractal refer me for data analyst position? I have 1 year of experience along with 2 years of freelancing experience.

I got an offer for an L5 role at Amazon Web Services and for a senior role from a non-FAANG company. I'm excited to get into management at AWS but have heard a lot of negative things. Not sure what's the best choice.

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How is 120k in LA as a married guy with wife and one kid ? Wife is a home maker so single earner, also is 120k a good salary for a Tax manager 3 position ? This is the offer I got for EY los Angeles location

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ZS 🐠 request for info. I have a prescreen call coming up for a Strategy and Insights manager role. What can I expect in terms of interview process? Behavioral, case etc? Any insights would help.

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Hi, Can someone pls share my referral in wipro, capgemini, hcl or other mnc company for pune or mumbai location . Skill set: Microsoft exchange, O365, Azure AD. Yoe: 3.8yrs. current company infosys and Serving notice period with last date 14march2022.
Holding highest offer of 12 lakhs from cognizant for pune location.
WiproCapgeminiHCL Technologies Accenture

TIA

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I will be moving to Australia from the US in a couple of months. I was wondering what would be the best way for me to transfer the money in the US bank account to Australia? Also what are some of the good banks that allow opening of accounts when the individual is not in Australia? Thank you for the help!

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Referral alert! CGI

👋 Hello Fishbowl Family,
To view all open positions, visit CGI Careers: 
https://bit.ly/3xw9yIR
Interested candidates can DM or send a mail with updated cv: bikash.jena@cgi.com for referral.
You can also fill this form: https://lnkd.in/gPjB4aWW
Important :
1) Referral != Shortlisting/Interview
2) It takes time to refer, please be patient as I will go through all the referral requests.

All the best!

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Looking for a second car (we’re leaving NY for a lower cost of living). We already have alate model Q5. Budget is <= 35k. Prefer used/CPO. Kind of all over the place - considering ram 1500 crew cab, M240i, Volvo S60 T5. I love cars but haven’t been able to have one in ~5 years and now I want everything all at once. Open to any and all suggestions.

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Hello guys, I need some likes for enabling DMs. If you pass through this message please drop a like. Thank you!

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I am expecting an offer from Master Card for Senior Software Engineer position in O Fallon MO. Please let me know what kind of base salary I can expect with 11 yrs experience . I don’t wanna undersell but also trying to avoid being aggressive but quote a decent number which will be achievable. Any suggestions will be appreciated. Is 125k $ base a fair value for or I can pitch higher? They have a 15 to 20 % bonus on top of base pay and a 10% match on 401k which the recruiter keep highlighting.

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Hi all, I’m currently a solution architect with 1yoe and two bachelors degrees. I also hold two cloud certifications and make 60k a year. This seems very low considering what I’ve seen for average SA salaries for those who hold the AWS SAA certification. Was hoping for some insight on this and if I should seek more compensation. Thanks!

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CSM in Adtech, looking for comparable salaries in tech space for CS/CX

- 10 years experience
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- Operations lead / Ops experience promotion
- Remote

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Would you take a pay cut to move from an on-site to a fully remote position? If so what % of a cut and where would you move if anywhere?

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Posting so that I can receive enough likes to DM for job referrals

likeupliftingsmart

Microsoft Hello, I have been contacted by a recruiter for a digital specialist (enterprise) Role for microsoft in Canada.
I was wondering :
Which TC can I expect from this kind of role ?
I this kind of role junior ? I have 8 years of experience as account manager isnt step back in duty ?
Recruiter was not really able to tell.

thanks !

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