Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

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

Don't have any answers for you other than recruiters always lie.

like

That’s helpful. Anyone else?

like

Thanks again. Do you know if they even start you off with a book at all? I’m thinking maybe a small one. Not sure.

like

I know some. High pressure with restricted upside is my impression. A full team and infrastructure is good. All the tools of UST, BAC and ML is also an upside.

Thanks for that. Seemed to me that you have to have a book or a big network willing to do business with you right away, otherwise you will not succeed. I was told in terms of upside ‘potential’ the avg W2 after 3-5 yrs is 500-700k. While I’m sure that is possible, it doesn’t ‘sound’ like that’s necessarily true. Any other insight that you or anyone else can provide would be great. Thanks!

No way. That number is high. Maybe in NY, Atlanta, LA. Maybe. Take a very close look at the book. Why would the PCA leave that was making that kind of bank? TINSTAAFL

I will say that our companies position us very well to sit at ANY table. That is why it is worth giving up half of our production and the average FA here is a million dollar producer.

If they do, I would want to see very detailed info on it. Local one inherited a book. Not like FA’s, though. You are never “done”.

Related Posts

Hi,

What is the notice period in VWITS in probation period

Hi!Would like to get some perspectives on the Walmart and Amazon offers that I just received. Slightly more interested in Amazon Fashion's work but it's offered at $80K less than Walmart...
A few questions here:
1) Is the Amazon brand better than Walmart that's worth $80K in TC?
2) Are Strategy roles better perceived than Marketing roles and will have higher long-term pay potential? (I went to business school where almost everybody wants to do Strategy...)
3) Is Amazon culture very concerning?

like

Are interview case studies difficult? Is it done live or is it take-home? What should I expect in terms of content/questions, duration, difficulty?

like

Hello Guys,

I joined
Cognizant recently, the project interview calls which I am getting is not from my base location.
I have the location constraint, should I wait for the right opportunity or raise this concern to ADP team so they can look in to it?

As per ADP policy, one should not have any constraints and take the project as FCFS basis.
Cognizant

like

Hello fishes,

Please help me decide on the below offers:
I am very confused
- jpmc - 25lpa fixed (hyderabad location) (associate 601)
- bnp - 26.5 lpa fixed ( chennai location) (technical lead)
But both the cases , I need to relocate.
7 years java fullstack
- have service based companies offer in my current location (Wipro,mindtree, cognizant,)
- amdocs in process (current location)

Bnp seems more flexible with wfh option .10days offc and rest wfh.
Jpmc 3days /week work from office

like

Hi fishes,

TCS Hr said to expect offer letter by Feb 7 if business approval goes through.
Or she would have to come back and negotiate.
I didn't get offer till now.
How can I check my status?
It shows evaluation in progress in ibegin portal.

like

Currently interviewing for Microsoft Sr. HW MFG PM. Could you tell me what is the package if I get offer at Washington ? Microsoft

like

Hello all, I'm currently negotiating salary for an Associate Business Manager role at JP Morgan, London. Can anyone please help me with what base salary should I quote?

like

When a recruiter emails you at work, how do you respond? I feel like it’s stupid to use my firm email for that, but it seems like when I forward to my personal email and reply there, I never get a response?

How is it like worki g at EY GDS Bangalore? How is the training period? How os the onboarding? I am joining in two weeks

like

Any walk-in interviews in Pune? Please Help

like

Hi Guys,
I am joining as QA in Apisero.
How is the work life balance?
How will they do the BGV?
Pls help me with the above questions.

like

Hi fellow ZSers
Can anyone help me understand if there's a provision of moving from ZS India to ZS UK role?
If yes, what should be my approach?
I joined ZS 3 months back and would really appreciate the help!

like

What is jpmorgan services india pvt ltd is it same as jpmc ?

How’s WLB at EY pune? I am planning to apply for AWS devops or SRE lead position.

like

Anyone from EY GDS KOLKATA?EY

like

Anyone in A&M’s Healthcare Industry Group willing to chat? I have a few questions around work, culture, and compensation.

likehelpful

Hi everyone. Can anybody let me know about the culture, work life balance, compensation growth and career growth at HDFC Ltd.

like
like

What is the salary range in Accenture for Level 7 in the Applied Intelligence Team? Job location - Bangalore

like

More Posts

Can I move to Florida the month my bonus hits and not pay any NY State tax on it? Or would I just declare that 1/12 of the year I was in Florida and get the pro-rated refund from NYS on my overall Pay

like

Hi All,

Can anyone let me know the premium per month for group term life insurance policy by lti.
As this premium will be deducted from our salary so can we add this deduction under tax exemption or not ?

PS : I am a new joinee and filling form B for projected investment, please let me know anyone.

like

On the header of a resume, should a candidate use their full first name even when they go by a nickname? Ex: Jennifer goes by Jen, or Elizabeth goes by Liz.

Does anyone know how to make their resume look more manager like? My resume shows:

- I have the skills and experience.
- I tailored it to the job description

The recruiter at a job fair yesterday said I'm a good fit, but to send her an email with edits to the resume to make it look more like a managers one because they have to sell applicants to higher ups and schedule an interview.

I can't wait too long to send it, so nervous as I'm picking at it trying to further change it.

Hi 🐠

I have been told last of this month hikes will rolled out ,does it started ?

like

Any PG or Flat near Manayata Tech park, Nagwara, Bangalore?

like

Sign-on Bonuses, is it typical for a company to ask for a re-payment agreement? i.e. 100% if leave/fired within 12 months, 50% if leave/fired within 24 months?

like

Shameless plug to get likes to DM! Help a fellow fish out!

likehelpful

This is Maggie 😍 (ft. her favourite pig stuffie)

Post Photo
like

I heard promotion of higher management is already announced?
When will the promotion of level 11 and 10 will be announced?

like

Bain & Company Bain & Company Do you have any insights into what they are expecting in the second (last) round? I saw that there are two cases and a presentation. Are they more interested in professionalism than the "analytical" skills assessed in the first round? Do you have any more insights into the presentation?

Many thanks in advance

like

I’m going to just drop this right here… tell me what you think

Post Photo

I was on a tour but where I asked a couple of older women sitting behind me to speak softly as it was 6:30 am in the morning. After that they kept saying loudly that i’m smelling and that i need to use deo and that i should keep my arm down. I confronted them later and they said respect your elders?? I want to ruin their vacation. What else can I do?

funnylike

Went on a short coffee date with a person who was nice, but I just don’t think we’re compatible. What’s a kind text I can send to explain, after they said we should see each other again?

like

So my home office is in city A and I got assigned to a job in city B. Would EY reimburse the flight if I’m flying from city C to city B?

like

Looking for info on Wells Fargo interview questions, approach
Wells Fargo

like

Hi all!

Could anyone please look at my CV and Cover Letter for IB associate roles? I need someone experienced to look at them before I start submitting.

Thanks!

like

Are those of us on H1b/F1 allowed to enroll in community College for any courses? The one near me has a motorcycle training course that waives the skills test for 1/3rd the price of its competitors

like

I think I'll be looking into distressed investing roles in a few years. What firms have top groups in this space?

Explain to me like I’m 5. Why does the monthly billable hours goal on things like Intellistat change month to month. I’m not hitting hours this year. Last month goal was 158. This months goal is 180.

Additional Posts in Financial Advisors

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

like

International financial advisor. I’d like to do a hypothetical proposal for client. My go to has always been JPMorgan. They now can’t do it. Anyone else?

like

How do you feel right now 1-10? Why?

Haha Merrill just reduced the pc payout grid by 3% for advisor below $2m in production

like

Anyone in the Houston area?

like

Does anyone have ideas on how to navigate a smaller team environment when everyone’s roles seem to be stretched (hiring for additional people has been taking a while, not sure why). The stress causes some tension and that’s probably not great for the overall morale of the company long-term. I try to ignore and just stay focused on what I need to do yet sometimes proves challenging. I worry it might affect my professional/career growth. Thoughts on this would be helpful, thanks!

like

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

like

I'm considering hiring someone who may be required to have a series 65. How long should it take someone who is (a) smart & (b) no industry knowledge to study and pass?

like

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

likehelpful

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

like

Client wants to buy individual stocks for his portfolio. Don’t care to manage unfettered stocks from clients that we catch blame when underperforming. What is your response to this client?

like

Anyone think that they've become more materialistic in this industry?

like

Does anyone think there is long-term viability in Cryptos?

like

Anyone use an auto text reminder service? I rarely have clients forget but I had 1 this week

like
like

I’ve got my 7, 66, CFP, and CIMA with roughly 3.5 years industry experience. I started a new role at the paraplanner level… is this a bit of an undersell? Or is that along the industry timeline?

like

I need some good career-development or finance-related books, anyone got any recs?

like

Clients I found = 99% retention, assumed/ adopted clients = 75%. True?

like

How do you get comfortable eating alone at a restaurant?

like

Hey fish: what are some of your favorite business/self-help books?

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

Scan your QR code to download
Fishbowl app on your mobile

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