Financial Advisors

Fresh out of college. Starting as a CA at a wire with a $1 bil AUM group with the idea of me moving into an FA role as I learn the industry and build a book. Any tips would help.

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Caution: They may be using you for inexpensive, grunt labor. I have seen too many teams chew up and spit out "Junior partners". You may have a good deal however keep your eyes wide open.

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I heard this from a few people who left for this reason. How do you think exit ops from PWM are to move laterally or up?

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Learn to walk before you start running. Which means get all your licenses, really learn the business (I.e, find someone on the team that can teach you and maybe be a mentor, read...etc). Don’t be just a salesperson with no substance behind it. I find so many in our industry that don’t have adequate financial knowledge and the technical background to truly add value to client needs.

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What I mean by adding value is actually giving clients accurate and useful advice that came from knowledge and experience. For example, I have an investment background, was a sales trader for many years, I think I have decent insight and knowledge on markets. I write a market commentary on days when there are lots of market volatility to all my clients and prospects. Providing almost an "institutional” view of what’s happening. By being able to do that, clients feel comforted by the fact that someone with strong knowledge and experience is serving them. I build credibility and that leads to referrals down the road.

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Get all your licenses ASAP, study for CFP. Read and listen

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Yes, option strategies, bond interest, regulations

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The best advice I received coming out of college was to learn the technology you use as well as possible. Do some online learning if needed, even if it’s just YouTube. If you know the technology better than anyone else on the team, not only will you be more effective but people notice who everyone goes to when they need help. The license stuff is important, so don’t let that slip. But everyone gets the license or washes out, so that alone won’t differentiate you

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It can start with the basics like Excel or Outlook even. If you aren’t comfortable in Microsoft Office and that’s core software you use every day, then become exceptional in that. The more specific technology is important too, especially if you stay with that firm long-term, but the generic stuff like Excel transfers well to any firm.

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I interned with them through college and they brought me on. How do you all suggest go out bringing in business quickly and efficiently? What are some key things from your service model? How are exit ops if I hate this? Anything helps.

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