Got offers on the table for Senior IT Audit positions in BNY Mellon and New York Life. Same base pay and similar work. First time making a move. Any advice on which to choose?
Which RIA platform do you recommend, Charles Schwab, Interactive Brokers, TD Ameritrade, Pershing, etc, and why? I deal with fair amount of non-US residents as well.
Anyone gone RIA at Pershing?! From a broker dealer that already uses Pershing? Just thinking if it makes the transition easier on clients and staff?
I have an interview with Bny Mellon for their Associate Wealth Director role. It looks like it’s a development program for 2 years, have any of you done a program like this?
AMG Legacy Planning is seeking out seasoned advisors with a books of business who what to go independent in south FL area and get a 70% payout from dollar one. Clearing through NFS or Pershing. www.amglegacyplanning.com
Does anyone know what the Senior Wealth Manager position is like at BNY Mellon? Is it a private banking role or more of a financial advisor role?
We are an hybrid RIA and an OSJ in Northeastern PA looking to expand nationally. Clearing through Fidelity, Pershing, & Schwab. Email me at email@example.com if interested
Anyone out there in the Las Olas area looking to jump the w2 wirehouse ship and go independent? I Clear through Pershing, turnkey, everything providedzero cost to you, beautiful offices, 65-70% payout