Actively seeking growth-driven Advisers in NY and across the U.S. in one of our eleven branches. If you’re an Independent IAR or a brokerage/wire house Producer desiring positive change, reach me.

like
Posting as :
works at
You are currently posting as works at

I'm currently a RM and I would just need a S65 since I have the others. Would that be ok for that firm or you guys looking experienced advisors ?

like

Reach me at mmartiak@allianceg.com or 646-905-2173; let’s have a conversation.

like

Do you have a branch in San Diego by chance

Related Posts

Hi fishes, I attempted an interview for software engineer post at Amdocs. I cleared the first round of interview and later contacted the recruiter for the same. The recruiter replied by saying they will let me know once panel will be available.

It’s been around 2 weeks I haven’t heard from the recruiter.

Can anyone guide me and help me with the same?
Amdocs

Any 🐠 doing long-term side gigs? How do you maintain a steady level of output despite crunches in your day job?

likehelpful

Please DM me if any opening is available for experienced Software Testers in Bangalore location.

like

Nvidia is my 🦄! I’d love to chat with anyone who works here to figure out what I need to do to get a job there!

like

Any good office Christmas parties this week to crash in downtown/brickell? (Thinking more of large corporate parties and presumably with open bar).

like

Hi Fishes,

I have below offers from Accenture and Wipro.

Accenture:
Role:Cloud migration and imp Analyst
Job Level: 11
CTC: 6 fixed + 1.26 Variable =7.26 Total
Also 60k joining bonus.

Wipro:
Designation: Administrator
Band : B2
CTC: 7.40 Fixed + 0.6 Variable =8 total

Total YOE: 2+ years (26 months)

Can someone please suggest me if i can still negotiate with Accenture for more CTC. If yes how much i should ask.

Also tell me its better to join which company on the basis of career and growth.

like

How is the work pressure of EYGDS consulting service line at Kolkata location ? EY

Hey all,

I work at SaaS startup in Senior engineering role. I'm thinking about switching to fully remote role. I am not looking for roles at FAANG. Can anyone suggest US/Canada/UK/EU based companies hiring Indian devs?

like

Hi , what is best way to start learning cooking ?

like

Hi Guys,

Can you please tell me in hand Salary

- how much will be tax deductions - &

- how to save tax

Post Photo
like

Meta layoff :


My friend was about to join Meta on monday.
Now , he is jobless.😞

likefunny

When I’m at home doing chores and putting stuff away, my brain automatically goes to Ctrl-Z/Y and Alt-H-G-A… things are getting bad

like

Taking a shit on another floor of the building is the most relaxing part of my day 💩

like

Trying to decided between IUI or straight to IVF. What were the pros and cons you took into consideration for this? Did you already have 1+ child? We have one toddler now.

like

If you're Arnold and you desperately want to seem cool and relevant, what band do you book to play in your office? Yes, correct, you book Hanson.

like

For new joiners, Is HCL is doing courier the laptops? Or we have to collect it from office?

like

Any kinetic typography lovers in here? Have a design project!

like

Is there any way to reduce the 90 days NP at TCS?

Looking for a 2BHK 2 sharing near international tech park! Any leads?

Additional Posts in Growing the Team

Interested in hearing about anyone who has added a second full time staff person. Current setup is two main advisors (have a few licensed solicitors) and one main admin. Getting to the point where she has too much on her plate. We have been bringing on paid interns to alleviate some of the stress. Thinking about adding another person but unsure that we need an additional full time staff person. Recently heard an employee per every 350-400k of GDC (advisors included) was a good guideline.

like

Looking to hire a part time admin assistant in a small RIA office. Someone with experience in a professional office who can appreciate flexible hours. How would you go about finding such a person?

Hi everyone, need some advice.
A local b d / ria has an opening for an Advisor. We provide the leads in the form of current abandoned brokerage clients and the advisor just needs to build relationships and grow the business.
In addition he/she would have the opportunity to build and lead a team of other advisors.
For a candidate with 12+ years of experience what would be an appropriate compensation structure (base plus commission %)
Thank you in advance for your help.

like

I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

like

How's everyone doing? Im a Private Banker, doing my homework to become an advisor. But I might not take the bank road. I spoke to EJ and PRU. Will you give me an advise on where should I start???

like

Young ambitious female looking to join an FA team in the St. Pete/Tampa area. I currently transition advisors in their move to Raymond James. Previously was an assistant. Series 7 licensed. Open to relocating in Florida.

like

Top producers on teams: If I wanted to join your team to work/service your smaller accounts, and dig up extra assets from those accounts, what % of your revenue would you invest for that?

like

Rockland County, NY. Small independent firm to add a licensed advisor w/ >2 years experience. We have incoming leads in excess of 200 annually that we cannot presently serve. Ask for details.

like

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

What is your staff to client ratio? How did you determine when to hire add’l help?
We have $50mm AUM, 400+ clients, one licensed advisor, one unlicensed assistant (FT).

ROCKLAND COUNTY, NEW YORK.

My independent firm of two financial planners, one insurance specialist, and two support staff is seeking a tech savvy financial planner to join the growing practice.

like

When it is time to hire a new team member? What has worked for you? Online resources like indeed or zip recruiter, local chamber of commerce?

like

Upstate NY (Capital Region): Looking for administrative assistant to join the team - would learn from current admin staff. Looking for 25 hrs/week minimum but more likely full time needed.

like

I’m looking for an advisor that wants to work with a team in Tampa, Florida.

likehelpful

My wire-house team ($2M production across 2 advisors) is looking to expand. We want to hire a Wealth Management Associate ("WMA") and Client Service Associate ("CSA"). Pay for the WMA is $80k plus discretionary bonus. Pay for the CSA is $50k with discretionary bonus. WMA would be licensed (3-5 years experience) and CSA would be unlicensed with no experience necessary. Any general advice or advice on how to best find candidates would be appreciated.

like

I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

like

Tampa, FL looking to add an advisor to our team. Message me if you are interested.

I’m looking to hire a junior advisor whom is fully licensed and preferably has a book of business in the Plano Texas area. Compensation DOE.. PM if interested.

like

I’m looking to hire a former Ed Jones/Ameriprise FA in the DFW metroplex that wants to grow their business, learn holistic planning without the unrealistic sales quotas with opportunity for equity ownership of their book. Base Salary, (DOE) health insurance and benefits available. PM if interested.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
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