Does any one use a TAMP in a IMA?

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Hi, can anyone please tell me what will be the in hand salary for the below structure in Deloitte India?

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Hi Fishes,
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Additional Posts in Growing the Team

Best study guide for CFP?

Hey! Ive been in banking as Licensed RM, I just need 7 and 65 and I’m looking to move to the securities. I’ve interviewed with AXA and Mutual of Omaha, but I need a recommendation for an entry-level.

Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

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What is your staff to client ratio? How did you determine when to hire add’l help?
We have $50mm AUM, 400+ clients, one licensed advisor, one unlicensed assistant (FT).

Rockland County, NY. Small independent firm to add a licensed advisor w/ >2 years experience. We have incoming leads in excess of 200 annually that we cannot presently serve. Ask for details.

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Team Financial Planning Specialist or no?
My team is growing more and more to specializations with investment products. (Insurance, alts, ESG) I’ve been wondering if the Financial Planning role could also be a specialist in our client experience. We have two competing ideas; A financial planning specialist would be able to develop intimate familiarity with the planning software, processes, and human nuances. But would a newclient feel 'bait&switched’ to be handed off for this important process?

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Upstate NY (Capital Region): Looking for administrative assistant to join the team - would learn from current admin staff. Looking for 25 hrs/week minimum but more likely full time needed.

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I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

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Anyone here currently in or looking to make the transition to a client service associate or paraplanner role? Hiring in NYC- please respond to this post

How's everyone doing? Im a Private Banker, doing my homework to become an advisor. But I might not take the bank road. I spoke to EJ and PRU. Will you give me an advise on where should I start???

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Looking for a newer fully licensed (with some training and at least a small book) junior advisor/associate financial advisor to join team. Please message if interested or have lead. Thx

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Denver RIA provides platform for Advisors looking to be independent. We custody client accounts at TD and Schwab. Glad to talk to qualified advisors looking to free themselves from the broken dealers.

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I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

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RIA located in Hauppauge, NY is looking for an administrative assistant. Preference given to those with RIA experience. Let me know if you would like to have a conversation .

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I'm looking to add a Branch Office Administrator...anyone have experience with hiring for that position?

Top producers on teams: If I wanted to join your team to work/service your smaller accounts, and dig up extra assets from those accounts, what % of your revenue would you invest for that?

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I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

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