Anyone have experience with Wells Fargo Private Bank channel (the “Hub”)? We’re a 2 FA 1.4m team. Like the pipeline/referral possibilities.

You are currently posting as works at UBS

Anyone have experience with Wells Fargo Private Bank channel (the “Hub”)? We’re a 2 FA 1.4m team. Like the pipeline/referral possibilities.

2 reactions

Posting as :

works at

You are currently posting as works at

Posting as :

Wells Fargo 3

You are currently posting as Wells Fargo 3

I agree. The Private Bank sounds great, looks great, but with WF’s concept, it is set up to benefit the firm. It is extremely hard for an FA accustomed to leading prospects and clients.

3 reactions

Posting as :

Wells Fargo 2

You are currently posting as Wells Fargo 2

You’ll never get a referral from the private bank. All referrals are TO them, nothing ever comes out. Any cross selling with an FA is done when an opportunity is found in a branch. There are some private bank/FA teams, but they are established. New FA coming in, wanting to partner. Not a chance.

2 reactions

Posting as :

Wells Fargo 2

You are currently posting as Wells Fargo 2

All FAs are part of the wealth management group (WFA/TPB). Larger producers are “Private Bank FAs” which is purely a title. You are no different than the FA in a branch, other than title and office location. Your proposed position is not allowed to receive any referrals sourced from branches. So your only option is to partner with a private banker, investment strategist, and fiduciary advisory specialist. This then dwindles comp down to 25% each. If a deal is above $5mm, then you have to add a wealth advisor which further dwindles your comp. Assuming Your on board with that, ask yourself why would the private bank team bring in an FA? We aren’t needed in this scenario. Generally the assets on these deals are done through the investment strategist, meaning not much need for an FA. That’s when the comp fighting starts.

If you do jump, I only wish you luck. I’ve been in the wealth management group 10 years - never seen it work the way an FA expects. Always a fight.

You’re only being recruited to add your multi-million $ households to the private bank pot. When that happens, you’ll be at WF forever.

2 reactions

Posting as :

Wells Fargo 1

You are currently posting as Wells Fargo 1

Depends very much on your area and the quality of your pri ate bank team, but generally speaking the referral opportunities are significant.

1 reactions

Posting as :

Wells Fargo 2

You are currently posting as Wells Fargo 2

If you’re plan is to partner with the private bank and receive any benefit back, you’ll be sorry.

You can’t even begin to understand the comp struggles when you “partner” w/ TPB.

1 reactions

Posting as :

Author

works at UBS

You are currently posting as works at UBS

Hmmm. I might be confused about some terms. I’m not exactly sure what you mean by “partner with the private bank”. We’d be in the private bank. So do you mean partnering with the other areas/units in the private bank (like lending or mortgage)?

1 reactions

Posting as :

Author

works at UBS

You are currently posting as works at UBS

Thank you for the replies. We’re in a pretty wealthy but underserved area and there’s only 1 Private Bank FA team currently and my understanding is that other areas of the bank don’t really care for or refer to them. I think we have a great opportunity to establish ourselves and make the connections they haven’t.

Posting as :

works at Accenture

You are currently posting as works at Accenture

Bowl Leader

Tomorrow I will be having interview in Delloite USI for Data Scientist role. Could anyone let me know how it goes. How many rounds are there? And what kind of questions put up in each round?

2 reactions

Posting as :

a Senior Sales Associate

You are currently posting as works at Senior Sales Associate

Hi, I have a couple of questions on getting a nontech position in Google or AWS. Can someone help me out here?

1 reactions

Posting as :

a Data Engineer

▸ Design

You are currently posting as works at Data Engineer

Hello Fishes, can anyone please confirm if any further interview round happens in Larsen & Toubro Infotech post HR asking urgent needed documents and HR discussion (for Specialist - Data Engineering position) ?

Docs provided, HR discussion happened and now they telling anothr client round is there? And I'm confused if it isn't the stage where they should release offer letter?
Any ideas Fishes?

1 reactions

Posting as :

a Presales Specialist

You are currently posting as works at Presales Specialist

Hey Fishes (Future Sharks 😎)
Can anyone guide me to prepare for interview at Bosch for AI/ML Pre-sales Consultant role.

Posting as :

a Consultant

You are currently posting as works at Consultant

Hi Guys!
Need a referral in Cisco. Can anybody help me out there?
Thanks in advance.

1 reactions

Posting as :

works at SAP

You are currently posting as works at SAP

Hello,
I am looking for job change in L2 Support role
Skills:Pl sql,sql,Linux,Arisg,SAP commissions
Yoe:5.10 years

Kindly help me.

1 reactions

Posting as :

works at EY

▸ Assurance

You are currently posting as works at EY

What are exit opportunities for people in TAS? Is it much more limited than audit exit opportunities?

2 reactions

Posting as :

works at Cognizant

You are currently posting as works at Cognizant

Hi fishes

I am having 7+ years of experience and I have also done my MBA 3 years back. Wanted to know what CTC I should ask for if my current CTC is 17 LPA for a BA role

1 reactions

Posting as :

works at EY

You are currently posting as works at EY

Looking for referral for SAP HR payroll expert.

1 reactions

Posting as :

a Product Manager

▸ Product Management

You are currently posting as works at Product Manager

Asking for a friend- anyone have advice on getting a travel nursing gig in SD? My friend does hemonc nursing and is looking to move to sd in 2 months. If you know any specific opportunities dm me, thanks!!

1 reactions

Posting as :

a Consultant

▸ Healthcare

You are currently posting as works at Consultant

Does anyone know of any healthcare related opportunities in the surrounding Baltimore area? Limited travel. I have 3 yoe in consulting, 5 years experience total.

Posting as :

works at PwC

▸ Other (non-Software)

You are currently posting as works at PwC

PwC is hiring cybersecurity professionals at all experience levels across Canada. If you have a comp sci or software engineering degree and interested in consulting, comment below! 👇👇👇

2 reactions

Posting as :

Kyle Essenmacher

Hi , can someone refer me for 0000HVAW HSBC India

You are currently posting as works at Kyle Essenmacher

I saw someone else do this, so imma give it a shot. Lately, I’ve been applying to iOS developer roles and I’m getting TONs of calls and callbacks from HR and recruiting managers, but then when my resume gets pushed to hiring managers they seem to often get peeved at how little years of experience I have with the title “iOS developer”…
which is fair, and to show my credibility I published my first app last week, but I’m still getting similar messages from recruiters this week. Idk what to do??

1 reactions

Posting as :

works at Infosys

▸ Financial Services

You are currently posting as works at Infosys

1 reactions

Posting as :

works at BBDO

▸ Strategy/Planning

You are currently posting as works at BBDO

Someone looking for a Senior Strat Director / GSD ? Looking to relocate

1 reactions

Posting as :

works at Credit Suisse

You are currently posting as works at Credit Suisse

Hi
Can someone refer me in Citi
If there is an opening for analytics position

Skills: Python,SQL,excel,sas

Yoe: 2.3

1 reactions

Posting as :

works at Tata Consultancy

You are currently posting as works at Tata Consultancy

Hi all,

can anyone explain how does a BA function in Accenture ? is it Business process analyst or Business system analyst or both? The specific role is not mentioned in JD. please let me knowAccenture

please reply

2 reactions

Posting as :

a Senior Software

You are currently posting as works at Senior Software

Bowl Leader

One of my Friend looking for Manual Testing QA Job...
Candidate will Join Immediately...
Location Hyderabad...

3 reactions

Posting as :

a Devops Engineer

▸ Human Capital & HR Consulting

You are currently posting as works at Devops Engineer

Hi All, a friend of mine is actively looking for job in Wealth management field. She holds 8 years of experience in the same. Any Referals for similar opening would be appreciated.

Posting as :

works at Accenture

You are currently posting as works at Accenture

Can anyone please refer me for SAP CPI role. I have 3.5 years of experience in SF

Posting as :

a Partner

▸ Advisory

You are currently posting as works at Partner

What is the expected salary which I should ask for senior associate 1 in KGS

Posting as :

works at KPMG India

▸ Technology

You are currently posting as works at KPMG India

Kitne baje aega letter

1 reactions

Posting as :

works at Secure Meters Limited

▸ Data Science

You are currently posting as works at Secure Meters Limited

Hi Fishes,

I am looking for job opportunities in the role of data science/decision science/model development/ ML engineer, and with 2 yr of relevant YOE. Can anyone help me with the referral?
Thanks in advance!

Posting as :

a Senior Designer

▸ Design

You are currently posting as works at Senior Designer

I am told that CSM is not a sales job (so not commission based) yet you are expected to respond to targets. Can you please explain the difference and whether there still is an element of pressure with hitting your targets?

1 reactions

Posting as :

works at EY

▸ tax

You are currently posting as works at EY

Cockapoo vs cavapoo? Easier dog to own

Posting as :

works at EY

You are currently posting as works at EY

How many of you considering immigrating to Canada considering the current immigration environment

1 reactions

Posting as :

a Manager

▸ Strategy/Planning

You are currently posting as works at Manager

Looking for a Desi inspired gown/dress to wear at my baby shower. What are your favorite south asian online brands to shop? must ship to US and nothing crazy expensive.

1 reactions

Posting as :

works at Facebook

▸ Operations

You are currently posting as works at Facebook

Why do ppl share selfies on LinkedIn with a cheesy inspirational quote about their lives? No hate but I find it really cringey

12 reactions

Posting as :

works at Infosys

You are currently posting as works at Infosys

If I joined verizon in June / July 2022 would I be eligible for hike in Jan 2023 / March 2023 ? What's the hike percentage like ?

Posting as :

works at Deloitte USI

You are currently posting as works at Deloitte USI

What is the salary range that Salesforce offers for SFMC consulant role?

1 reactions

Posting as :

works at Boston Consulting Group

▸ strategy

You are currently posting as works at Boston Consulting Group

First time homebuyer and feeling confused about basic advice on the internet about “how much house” I can afford and what down payment / credit score is required. Help? Details within

1 reactions

Posting as :

works at Marsh & McLennan

▸ Insurance

You are currently posting as works at Marsh & McLennan

What sort of opportunities are available in Canadian government for commercial insurance professionals?

3 reactions

Posting as :

works at IBM

You are currently posting as works at IBM

Hi Fishes,
Any Idea how much can I expect from a company like 'Kaiser Permanente', in US (Florida) in a contract role with 8 years of experience as a Full Stack Developer.

1 reactions

Posting as :

works at Accenture

You are currently posting as works at Accenture

what to do with aaron rodgers?

1 reactions

Posting as :

works at EY

▸ Advisory

You are currently posting as works at EY

anyone ready for AJ Brown to finally show out?

1 reactions

Posting as :

works at Strategy&

You are currently posting as works at Strategy&

My lower end RBs are fire this week - Mitchell, Gibson, Ingram. Should I sit Elliott out tonight? I’m worried he’ll still be nursing his hurt…

1 reactions

Anonymous User

You are currently posting as works at

What do y'all think? 12 team ppr league

2 reactions

Posting as :

works at HCL Technologies

You are currently posting as works at HCL Technologies

Referral Available for following
Comment or DM for details

1 reactions

Posting as :

works at Beansbit private limited

You are currently posting as works at Beansbit private limited

Hello friends
We are hiring.....

1 reactions

Posting as :

a Software Developer

You are currently posting as works at Software Developer

Luxoft India is hiring Full stack Java Developers for Bangalore location.

Please go through the JD(https://bit.ly/3zCnP7X) and let me know if you need any referral.

Additional Posts in Financial Advisors

Posting as :

an Investment Executive

You are currently posting as works at Investment Executive

How do you sell the benefits of managed money to your clients?

1 reactions

Posting as :

works at Oppenheimer & Co.

You are currently posting as works at Oppenheimer & Co.

I can't stop watching "The Office". This is my 4th marathon. Please send help.

4 reactions

Posting as :

a Financial Advisor

You are currently posting as works at Financial Advisor

Looking for some other options in performance reporting from fellow RIAs, who DON'T have integrated solutions with their custodian. Currently using IAS. They cost me about 6k-7k a year. Fed up.

4 reactions

Posting as :

a Private Wealth Advisor

You are currently posting as works at Private Wealth Advisor

If you were in front of a prospect and you had to explain the benefit to THEM with dealing with an advisor at an Indy firm vs a wire what would you say.

4 reactions

Posting as :

a Financial Adviser

You are currently posting as works at Financial Adviser

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

1 reactions

Posting as :

a Financial Advisor

You are currently posting as works at Financial Advisor

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

8 reactions

Posting as :

an Analyst

You are currently posting as works at Analyst

Associate advisors working for a RIA - I’m trying to get an idea of salary ranges. What’s your salary and how many years of experience?

3 reactions

Posting as :

works at Raymond James

You are currently posting as works at Raymond James

Having serious sleep problems, on and off been about two years now. Recently had an episode of extreme dizziness, diagnosis is vertigo. Been two months, still feel it from time to time.

1 reactions

Posting as :

works at Bolt Financial Group

You are currently posting as works at Bolt Financial Group

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

2 reactions

Posting as :

an Associate

You are currently posting as works at Associate

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

1 reactions

Anonymous User

You are currently posting as works at

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

10 reactions

Posting as :

a Senior Financial Advisor

You are currently posting as works at Senior Financial Advisor

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

3 reactions

Posting as :

a Wealth Advisor

You are currently posting as works at Wealth Advisor

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

1 reactions

Posting as :

a Financial Advisor

You are currently posting as works at Financial Advisor

Was approached by somebody who needs term life insurance, but is a pretty heavy opioid user. Makes about $500k/yr. Is he SOL?

1 reactions

Anonymous User

You are currently posting as works at

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

1 reactions

Posting as :

works at National Black MBA Association

▸ financial advisor

You are currently posting as works at National Black MBA Association

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

2 reactions

Posting as :

works at Morgan Stanley