Hey everyone,

I'm currently looking for entry level opportunities in advisory. I'm fully licensed (SIE/7/63/65) and ready to start my CFP as soon as it's affordable or sponsored. I'm struggling to find opportunities that don't have a large emphasis on insurance sales. Anyone have any recommendations or opportunities?

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you should look into the EGP roles at merrill, it’s like a hybrid team financial advisor/client associate/investment associate role and customizable by the team and incentivized etc, for example the role could focus on business development (prospecting) or just maintaining client relationships and handling management of the team.

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Thanks for the info! I'll check it out.

Where are you located?

If you're fully licensed and don't want to be an advisor, I agree. A support position is the way to go. Operations, client associate, even branch manager assistant. Management too if you're looking to get the 9/10.

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