Hey any new finance professionals on here? I’m a senior and interested in wealth management/potentially become a CFP. I want to be an advisor but I’m realizing how competitive it is and don’t really want to work on commission at a broker/dealer. What places would you apply? (Chicagoland)

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Equitable Advisors and Mercer Advisors are hiring, some other smaller wealth management/advisory firms as well

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If I'm looking to have the CFP completed 12-18 mths from start date, what would be a solid prep course/program you guys would recommend? Any pref to online classes vs. in-person classes?

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Is anyone hiring for any Private Equity positions? Series 7 & 65, CFP, and completing my MBA soon with a focus in Mergers & Acquisitions. Over a decade experience in Wealth Management. Thanks.

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I’m looking for a new opportunity and I’m open to either wealth management, financial planning, hedge funds, private equity, asset management, or trading. I’m more of a hunter/closer not a gatherer. I manage $100 Million in assets, but my book is mostly NOT portable. I’m a CFP, ChFC, hold the Series 7, 65, and Life insurance licenses. I have 12 years experience in wealth management and I’m finishing up my MBA soon with a concentration in Mergers & Acquisitions. 3.6 GPA from top 50 university.

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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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Any recommendations on prep courses for CFP exam? Taking the exam in March

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

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Best study guide for CFP?

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Average salary for a Senior Associate who’s in the process of getting their CFP?

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How do you answer "what is your value proposition?" Finding it difficult to distinguish myself. I'm a CFP, fee-only, and use globally diversified, rules-based portfolios but so does everyone else

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For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...

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Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

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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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I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

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Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

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Best study guide for CFP?

Has anyone here (or anyone you know) pivoted from Wealth Management (CFP) into Tech/VC/PE? If so, what was your experience and do you have any recommendations?

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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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We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

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Got an offer to work on a team at Morgan Stanley. 2 other advisors, $300m aum, mostly free based, financial planning practice. I’m a CFP at Edward Jones. Sounds like the ideal practice to be working on. Pros and cons of Morgan Stanley? How is their comp structure? What’s a typical fee based % rate?

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Google
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