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

I just started out as an FSA at Merrill as a part of the Advisor Development Program in May. Depending on your background/current licenses you’ll have to obtain your Series 7 and 66, and then you’ll be put into a financial center to act as an FSA. You’ll be selling all banking products and investment products on a day to day and if you’re in the ADP you’ll be required to meet your targets for a few months until your manager moves you to a Merrill office to start building your book. Hope this helps, and if you want more info PM me!

like

I would like more info on the FSA program. What tartlets do they have? How is the training program? Did you feel well prepared?

$1 million in new assets per month, 6-8 new accounts. Currently in role and currently posting internally. Consumer banking has taken over, now the role is a glorified banker position.

Related Posts

Has the recession (USA) really hit the IT job market in India?

Just some months back during covid, crazy salary figures were offered as relevant from Fishbowl posts.
Eg 4-5 years in a couple of tech stacks grabbing 35+ lakh as a package.

Now as read in articles
- Contracs are not been renewed as have to retain permanent employees
- Campus offers are put to hold

1. What's the current scenario with a switch?
2. What about the joiner who came at high packages?

Has anyone interviewed for a product/PM role at Meta recently? I'm wondering what the phone screen is like. I do have a book to help me interview if I make it to the later rounds and plan to do some mocks. Just trying to prep one step at a time. Thanks!

like

What are the non-tech roles one can try in Amazon prime video team?

like

UHG vs Legato, which will be a better company to join for similar package?

like
like

We at HyperLinq are looking to fill two GSP positions for our would be Broker-Dealer entity. We need someone with FINRA Series 7, 24 and 63. Any experience level is ok.

If it’s you who fits into the above role and would like to explore this opportunity with a fast growing venture backed early stage startup, please DM me.

If you know someone who fits the profile, please share with your networks.

like

Hi Guys,

I need some advice. I am currently working as Manager in PWC with 14+ years of experience. I recently received an offer from CGI which states 36 lakhs as Fixed and overall 40 lakhs CTC including Share purchase and Bonus.

Skills - Agile Leader.

Role offered in CGI - Manager Consulting Expert

Location - Bangalore

BU which I am getting hired is Energy and Utilities.

How's the work culture, job security and work life balance

Please advice

like

does the mckinsey survey mean anything more than nothing? gotta assume a referral trumps the survey

like

Hey guys, looking for a referral at soc gen for business operations. Let me know if someone can help out.

Hey y’all ! Could anyone help me with a referral at National Grid ??? I’ve applied for the EA role. Thanks in advance!

like

Hi need a referral for my brother. Can anyone refer?

like

Hey folks, Whats the salary slab for Senior Analytics Consultant in Wells Fargo? Location: Bangalore, India. YOE: 8 years Wells Fargo

likesmart
like

Does wells fargo has analytics centre in Gurugram or any future plans to open it there ?

like

Anyone knows about EY GDS hirearchy?

like

Oracle financial services Can anyone tell Oracle financial services is a service based or product based?

Any suggestion how much can I ask for 2.8yrs exp?

Also, how is the wlb and growth in this company?

Oracle

like
like

Hello fishes,

Urgent ask!
How is the "COGOPORT" company?
Work culture and Learning in general?

like

Hi Fishes,
I am an BScIT Graduate with experience of 5 years in BPO(Customer Service) currently working with TCS.

Ive been learning to be a data scientist (Ineuron Full Stack Data Science)

Considering having a hands an experience on 4-5 Projects with Internship Certificates, Is it possible to get an opportunity directly into a Data Scientist Role(NLP/ML)?

Or should i go and work as an Analyst first and then look for an opportunity at more adv role?
What would be your inputs/suggestions?

like

More Posts

Have efforts to increase diversity in real estate careers been successful, or do you think there is still a long way to go?

like

Hi

I hope everyone is well.

I am working with a Tech HR firm right now. I work as Talent Acquisition Manager wit the wider HR department.

I'm looking for job change in Talent Acquisition only and I would appreciate if anyone have any opportunity and can refer me.

Location - Delhi NCR and/or Remote

Exp- 4+year

Notice- Can join immediate

likehelpful

Do you ever find your mind wandering during Salah? I used to pray regularly when I was younger, fell off a bit over the last few years and am trying to get back to it.

like

Received an offer for equity research and IB, both in toronto. ER paying $120k base and my understanding is that bonus can be around 25-30%. IB is paying $105k base but likely higher bonus? Which one would u choose if you think you would be good at both

like

How does late timesheet impact at Deloitte?. I am worried since this is 3rd one. I have been on top of it after I missed 2 earlier last year when I join the firm in June. But somehow missed yesterday for some family reason and now I’m worried.

like

Does D5 pay out unused PTO when you leave the company?

like

Staying at a Hilton currently and have had tons of minor issues in the 3 days We’ve been here. Room wasn’t ready for 45min after check in time, AC did not work, maids did not clean room...continued

like

What is your fashion inspiration? (i.e. GQ, Pinterest, etc?)

like

Recommendations for long sleeve t-shirts?

Looking for something that fits more like a sweater/sweat-shirt, but without heavy/thick fabric.

Hey I'm looking to switch to Gartner. Can anyone tell me if it's a wise decision if wlb and culture are concerned? Gartner ZS Associates

like

Where do professionals 30+ meet people these days besides dating apps?!

like

Hi Fishes,
I am working as an Senior Systems Engineer in Infosys at 3.9 LPA. I have around 2 years of experience. My Skill set is Informatica Power Centre, Teradata, SQL, Python, Tableau, Autosys (batch scheduler) and advanced excel. I am looking for a switch, how much compensation/ salary would be fair to ask on the basis of my experience and skill set?

like

Hi fishes, My brother has learn java and looking for a job. He is fresher, any suggestions how should he search.

like

Oh Elon.... 500x returns for some put holders who bought OTM today...

like

Anyone else think big end of day drop? Scary weekend to hold long through

like

What’s happening with $GHIV today? Took someone’s recommendation to buy a couple options and I’m +50% out of nowhere. Wasn’t expecting this to kick in until closer to the January merger date. Keep holding?

like

8/3 Thread (General):

like

What do you think of Billions last night?

like

Best hotel to stay in Dubai for projects?

like

Additional Posts in Financial Advisors

At Wells, we have a monthly email newsletter (automatic) as well as an email platform on demand. Do you guys think clients receiving a monthly newsletter is too much and would look like spam?

like

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

like

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

like

I am interested in speaking with FAs approaching retirement. Many have no continuity/succession plan. I want to help develop that plan and find them a successor. Do you know anyone I can assist?

like

If you are coughing every 5 minutes during flu season in the office.. please go home

like

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

like

What is your go to watch in the office?

like

How often do you check your personal bank account?

like
like

I had no idea how well people could do for themselves as an advisor. Are many of you millionaires? If so, when did you reach that milestone?

like

RME - have you used them for direct mail for one on one appointments?

like

Looking at starting the CFA journey. Schweser was recommended, but is it worth the added cost? If I'm subscribed to the idea that I am going to be spending 20hrs a week studying, is that sufficient?

like

What is a deeply held truth that you believe?

like

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

like

What are some talents/hidden hobbies most of your coworkers don't know about?

like

Signs someone is not cut out for this industry?

like

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

like

Trying to gauge what everyone is giving to their sales assistant for the holidays?

like

What is the most expensive thing you have ever bought? How much did it cost you?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal