Hey everyone,

I just got a job with BoA as a Financial Solutions Advisor Trainee. Wanted to know if anyone could provide some helpful tips for success in this position? I’m transitioning from the public sector in state government in SC.

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

Work very closely with the other team members in the bank and train them on what’s a good referral and a bad one

like

I’ve been a financial advisor for 10 years now. Being an independent financial advisor with Northwestern Mutual was the way to go for me because I retain the rights of my clients and I can sell my book of business when I retire. Regardless if you’re with an investment bank or broker dealer look at the first five years as your residency. This first 5 years will have a huge influence in determining how things go after 5 years as well. The first 5 years you’re over worked and under paid. Then 5 years out you’re underworked and over paid. Depending on the contract you have of course. You can build an empire, but the grind is real. Good luck to you!

like

Related Posts

Advice on taking and passing the SPHR exam?

likehelpful

Has anyone transferred to FDD in late manger years (M2/M3) from audit or accounting advisory? Has the transition been hard? Any advise would be appreciated!

like

Looking to learn coding. Any thoughts on learning code through a website like Udemy, CodeAcadeny, etc.?

like

My company is giving me a reimbursement while I go to school. It’s capped to induce me to study part time. I decided to go full time. Pay the difference out of pocket so I can graduate quicker. I have been working as a manufacturing engineer tech for 4 years without a degree but this May I will get my bachelors in Mechanical Eng. Currently making 63k a year, hourly. What should I ask for when I graduate? Living in Southern Pennsylvania.

like

Hi Everyone,
Currently I am looking to make a career change into the real estate industry, specifically commercial real estate. However, LinkedIn messages have failed to successfully get me an interview to talk with someone from this field. Does anyone have experience/insight on how I could better make connections with people in this field?

like
like

I have an interview for a financial advisor at TD any tips would appreciated on nailing this interview. Please also tell me about negotiatiating a reasonable salary for the position

like

I’m so tired of US companies hiring remote Canadian employees offering to pay a fraction of the price for the same role.

This is consistent across the majority of the tech companies. While I am looking to exit consulting, don’t want to be paid 50% of what my colleagues would be making across the border.

likefunny

Hello everyone. I’m currently interviewing with Oracle for a program director role and I’m nervous. Any tips or pointers you guys can help me with to secure this role would be certainly appreciated.

Thank you Oracle

like

Got an interview with Amazon within their Advertising department. I hear working for Amazon can be great if you get into the right department. Anyone have insights to their advertising department? Good or bad? Also, would love some interview tips if you have them! (It’s for an Executive Assistant position) thank you!

like

When FAANG companies are hiring for UX Design positions do they count all of your general design YOE or only the YOE in a UX role ?

like

Any thoughts on salary/pacakage for a Solutions Architect position in London vs Amsterdam? As the cost of living in Amsterdam is around 10-12% cheaper, would it have an impact on salary?

like

Deciding between PWC Core Assurance or KPMG Internal Audit for associate role. Any advice guys ?

like

Anyone know if general business tax service(BTS) experience and individual/ business tax experience from local small firm count as experience for GC in an international tax position? I'm planning to transfer to International tax but wondering if my previous tax experience can be used for GC application.

like

Citi Bank I would like to know how much % hike one can get in internal mobility within citi ,Dublin.jump from AVP to VP Citi" class="linkified" target="_blank" rel="nofollow" >position.Citi Bank Citi

like
like

Any suggestions for good training courses for tech recruitment?

like

Hello everyone! I got a screening phone call with HR for a staff accountant role. Any ideas on any questions I can ask that an HR person would know? Thanks!

like

Can anyone provide me a referral to Linkedin?

like

Well I went to school and received my Bachelors and Master’s degree in Healthcare Administration. I graduated in 2016 and still have yet been given the opportunity to get into my field. I fill like it was a waste of time what are your thoughts?

like

More Posts

At what point are you too specialized to lateral to internal audit? (PA, consulting, or industry roles) Currently have 2 years of external audit experience and 2 years of forensics: I always thought of internal audit as a decent exit but I’m beginning to get worried about getting too specialized to make that move one day

like

Looking to hire one or two paralegals in Baton Rouge, La. DM if interested! Firm is primarily civil litigation and PI defense for plants and trucking.

like

Offtopic: Please suggest some good noise cancellation earbuds.
Budget around 3k can go up and down if it's a good deal.

like

Hi All,

Applied for technical delivery manager role, what is the interview process at EY, got 11 years of experience and what salary to expect?

like

Any book recommendations? Preferably shorter < 300

like

Thoughts on Locust Walk? What is its reputation?

like

After getting kicked out of McK late last year, this gives me schadenfreude 🤣

Post Photo
likefunny

(Not frm Accenture)
If you are on notice period and not doing work properly or on time then what can be the consequence ?
They cant put me on performance defaulters as I voluntarily resigned and also got good feedback from client.
The reason I resigned was the sh^^head manager and project.
He said I would be released from project soon and then on bench but after resigning he is saying you have to serve the NP n we cant release early.
This is only option left to get released from this sh^t place

like

What firms are you at?

like

Been working at my company as a new grad for almost a year, but don’t see myself in the team that I am in (working with Salesforce) for long term. Interested in frontend dev and have been learning on my own. Manager says chase doesnt have much React opportunities. Is it possible to make a switch when I barely have experience? Are there companies that will hire by seeing that I am willing to learn and am interested in frontend even tho I don’t have much experience with it yet?

like

Does anyone have any information or know anyone, who has done EHLS English for Heritage Language Speakers program at Georgetown University?

like

I have seen that Some people are seriously demeaning Publicis Sapient looks like they have a personal grudge. I would suggest to connect with your HR and manager in PS or look for right people on LinkedIn.

likefunny

Hi , has anyone joined CITI recently? Need some help

Citi Citicorp Citicorp services india pvt ltd

How much variable Accenture pay? They said 12 fixed (without gratuity) plus 0~21% variable somewhere around.

like

What’s the average compensation for an Account Executive?

like

Hi,

I got an offer from Simieo solutions. What will be my in hand salary after deductions?

Also how about work life balance with Simieo.
Pls share your experience. @

Post Photo
like

Hi Fishes,

What is the salary range for Associate level in Business Strategy Consulting profile for 3 YOE?

Thanks!

like

Interviewing at boomi for a enterprise AE role. What salary range should I expect?

likehelpful

Turning 28 and hit $300K NW today. Never formally FIRE’d but want to set out a plan for here onwards. What’s some good material / easy reading to start with?

like

Additional Posts in Financial Advisors

Does anyone use GenBook or an app like it, for clients to go online and book appointments with you?

like

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

like

Have you used RME for seminars or 2nd opinion mailers?

like

Have a client who can be a pain in the butt. Very demanding when he wants something. Only wants something a few times a year, but exhausting when he does. Almost 1m all managed. Keep or let go?

like
like

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

like

Best technology to use that LPL has?

like

What is your best practice for taking meeting notes?

like

been in Financial services 4.5 years. It has been a struggle and hasn’t gotten easier Just got a job offer from the city. Feeling torn don’t know what to do. Wife wants me to take job and quit.

like

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

like

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

like

What the heck does your day look like? I mean really do you do anything anymore other than take client calls and screw around online?

like

Saw a JD Melberg and got me thinking. Surprised insurance companies don't get scrutinized more. Seems w the number of complaints on VA's, there would be more regulation over this type of thing

like

Just lost out on two potential clients because they said they were concerned about how many clients I have. Currently have approx 250 households ( Ed Jones speak for mailing groups). I never thought that was a lot but now I am reevaluating. Curious as to how many relationships you all manage.

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

One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?

like

I think I’m addicted to diet soda. I don’t drink coffee or alcohol but probably 60 ounces a day give or take. I drink it for every reason (or excuse) you can think of. Continue...

like

Those with rental properties. How many did you have before you stopped self managing? At 2 now and feel like I can do it myself still

like

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

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