CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

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

I’d be interested in talking to you - drop me a line - david@thearcfirm.com

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What income level are you at and where do you want to be?

WA - Must be nice

What city are you in?

PM if you want to discuss a few options. I recently went through a long vetting process with multiple firms.

How much is moveable from bank. What is wrap / transactional breakdown

Probably 20, but again, I’m not looking to make a move just so I can take my book somewhere. For that I’ll just stay where I am.

What if you can take 20m and make 160k+?

I have an opportunity if you’re interested. DM me.

Gotcha are you just looking for more income?

I worked for JPM a long time ago and I have lots of friends that are FA’s at Chase. Nobody is happy right now in the bank channel. Unless you already have an established book you’re struggling. I have the skills I close $2-3 Mill a month on average.

Sent you a PM hope I can help!

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