Financial Advisors

Any ideas on where to look for a salary position still using 7&66?

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Interesting. I'm also in NC, and thinking of hiring a salary plus payout person to help me manage my book. Unfortunately, I'm about an hour and a half from Charlotte. I wouldn't mind seeing a resume though.

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A bank or maybe licensed assistant. brokerages need licensed customer service people too. Might be difficult if you don't have a Head quarters in your area if you're not willing to relocate

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If safe to post, where you located?

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North Carolina. Looking to relocate to charlotte to be with the soon to be wife's family. Currently running my own independent practice but need something with a stable enough income stream to get her through nurse practitioner school. I jumped from ed Jones about a year ago and the transition has been good, but the recurring revenue is tough to get built up quickly

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Roughly where in NC? I am currently about 100 miles east of Raleigh, so anything in the direction of charlotte is on the radar. How do I get you my resume?

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Send it to andrew.morris@investfinancial.com

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I'm in Polk county

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Fidelity has many salary positions that use your licenses

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The Gradient Group is a place to find active jobs. If you are looking for work please take a look at We only work with active jobs from companies our members want to work with, which means they go fast. These applications are not passed-through to another system. We work directly with the hiring manager to get our members access to these career opportunities. Inclusion lives here.. All levels welcome

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What's the most you've had a salary bumped through negotiation?

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If I have 1-2 years of professional analytics experience in the tech industry (Silicon Valley), would should be my salary range when I move into industry?

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Started career in consulting, went to industry, now back in consulting as a senior industry expert. No sales targets. Being heavily recruited by another firm to join as a partner and build a practice. 100% comfortable with everything in the role except selling. I have great rolodex and close relationships with many C-level execs but have never approached them to sell services. Any partners have advice on how to start building a book of business when you haven't been a seller?

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Did all of the other big4 mandate WFH starting tomorrow?

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