Could use a referral from someone at Morgan Stanley in the Southern California area. I am applying for their financial advisor development program. Please let me know if you can help. Thank you 🙏

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

Hit the recruiters up on LinkedIn

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If we don't know you, how can we give a recommendation. Recommendations reflect on us.

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Willing to get to know you

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Where in SoCal are you?

I am hoping to apply to one of the San Diego offices. Either in Carlsbad or downtown

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Thanks!

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Kindly please refer
Thanks in Advance 😊

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Any updates on the Novartis hiring restart ?

👍🏼 Coolest restroom decor ever, great craft brews at HH with project team on my way home from...
👎🏼 SEA. Last week. ☠️

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Additional Posts in Financial Advisors

For you introverts who aren't fond of socializing or "hanging out". Do you just dislike socializing at work or just dislike it in general? In my case it's the latter. How about you guys?

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What’s your definition of good work ethic? How important is it to you?

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

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What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

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CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

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