Are there any RIA firms hiring career changers? I am currently in banking but graduated Purdue from Financial Counseling and Planning program. Also have been studying for series 65 license. Looking to be able to learn along side some advisors and then transition to advising. Thanks!

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Posting as :
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Send me your resume Kpuckett@rfgadvisory.com

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Very interested to see any responses or feedback to this post as well since the alternative appears to be start in a very sales oriented role (such as EJ).

Where are you located?

Indiana

Same question. Location? I am looking to hire someone ASAP, but needs to be somewhat local for at least occasional in-person meetings.

I’m in Texas. We are also working on some virtual advisor stuff for our teams, so if you don’t find something soon, let me know and we can talk more if you are open to that.

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How important is it to you to be literally "along side"? I have reps in other states.

I don’t necessarily have to be along side, but definitely hope there is a good training program.

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Thoughts 💭 ???

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