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Is this for experieced FAs or you take FA trainees as well?

HI there! Not sure why I never saw this. It is for experienced FA's. Would need to move a book of business to have any revenue :)

Related Posts

What’s happening with crypto and AML/KYC?

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If a US sub assigns deferred revenue to its US parent before liquidation, will there be any tax consequences?

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Which Firms have the best tuition assistance programs (with or without years-of-service contracts)?

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Considering a job offer in nyc coming from the south. Making about 400k here and we live very well but won’t lie - life’s quite boring here. Have an offer in nyc (my fave) for 500k. SO will probably stay around his 200k comp. 300k of my 500k is guaranteed - the rest is bonus which I am 50/50 on depending on how the company does. We’re 30s and thinking of starting a family. Don’t want to deal with commute so thinking Manhattan. Worried about nyc COL. Should I take it? We have about 1M saved fwiw

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@gourmet investments pvt. Ltd.

I am relocating to Canada shortly. Are there any income tax optimizations i need to know about or need to plan for?

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First time homebuyer here. Closing next month. Would love any advice you wish you’d known when you bought your first home! Thanks in advance :)

There’s been a lot of talk about making cities more “walkable” but what does that do for property values? I imagine it might drive them up, but IDK if most people would want to live somewhere w/o a car

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For those that choose to invest in real estate what is the approach on finding a good investment property to rent out? I would like to buy my first investment property but do not know where to start. Any guidance/ link it s really appreciated, thanks!

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Client's budget is around $300K and would like an apartment on the East Coast / New England. Thoughts on if this is realistic?

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Recommendations for a good tax accountant in Denver? Not in an overly complex situation, but just want to make sure I'm doing things right without breaking the bank.

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Hi all! We bootstrapped through development and market product fit, and it’s time to bring on investors. We have meetings with great VCs lined up - do you have any recommendations or examples of great pitch decks? Thank you!! And wish us luck 🤞

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Hi fishes,
I'm 22 and planning to take a life insurance. I'm comparing all policies and max life seems attractive as it has good claim settlement ratio and less premiums. But there is no office near our area. My worry is that if there is a need to claim in future, it can be done all online by my nominee? Is it recommended to take policy online in any platform(like policybazaar)?
Other options I'm considering are SBI life, HDFC life which offices are available in my locality.
Please guide

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Rookie crypto enthusiast question. I have stayed away from anything but ETFs so far. Want to start get some crypto. Signed up for Coinbase. What are some recommendations? 2k-3k range. Long term horizon if that matters.

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Is the Amex Gold Uber eats pass benefit good for more than 12 months? Just hit ahead this month and wondering if I’ll have to start paying

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Where are you buying Shiba Inu. Also other than coinbase and RH any other exchanges I need to get account . Know binance but not sure if thats accessible in VA

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Do you guys participate in annual Employee Stock Purchase within Annual Benefits enrollment? I never signed up for this before, decided to look into it now..

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I'm a novice, lot of people r talking abt recession coming next year, should I keep investing or take out or just keep the same for now ?

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More Posts

Hi team,

I'm interviewing for a senior associate role at PWC SDC in Bangalore. This is for a Cyber security / Data Privacy role.

Can someone help me with the salary band for Senior Associate? Fixed + variable if possible.

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Soooo...what’s the next $GME?

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Is GCB 6 a good band in EDPI, for someone with 5+ years of experience

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Its Good Elon musk had Buy Twitter.
What if he had gone for Stackoverflow.
And asked for 8dollars a month for seeing solutions 🐦🐦🐦🐦
#stackoverflow
#twitter

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Currently looking for a reliable, experienced social media manager (Instagram & Tiktok). Does anyone know where to find reliable people in this department?

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Are there any people who play cricket in weekend near wakad/hinjewadi/aundh/baner/vishal nagar...
Please let me know

Wife and I bought a house at $445k in Arizona this past summer. We’re wanting to stay in it for 5-6 years and move into one of the many new builds in the area. I’m looking down the road at $700-$1m and trying to figure out how people own these houses. The house I’m in now already seems like it costs a lot for upkeep, bills, etc. can’t imagine the next house 😂

Obviously that next house price doesn’t NEED to be that much. But definitely a want with how much house you can get for that price in AZ

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Applied to PWC US for a position in Dynamics 365 as a functional consultant with 3 years of experience but the application status is still under review. Currently in Canada but want to move to US and utilize the TN visa opportunity. Anyone know how long is the waiting period?

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How much does a Technical Project Manager at the MBTA makes? Or anyone know the starting salary? I'm unsure if their compensation is accurate.

I’m studying for the Texas bar using Barbri. I am from a good school in the state (T50) and performed well there, but I am terrified that I am going to fail the bar. Any tips, tricks, advice on how you made it through? Is Barbri enough?

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Yes Alex, I’ll take “Things I hate when I’m running” for $2000

Wordle 531 3/6

⬛🟨🟩🟨🟨
🟩🟩🟩⬛🟩
🟩🟩🟩🟩🟩

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Anyone here work Partners In Performance? Wanting to understand if manager at a big 4 in consulting is the same as senior associate at PiP. And what the culture is like at PiP

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Anyone know when PERM pause will be lifted at Deloitte?

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Today was day 3 without Adderall (1st work day) & I felt extremely tired and sleepy all day. Any ideas on how to make my detox go easier? My 1 cup of Starbucks cold brew was useless lol

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When is an omission a lie (not in a professional context)?

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Do you think it’s better to work at a startup - in hopes of an IPO, or is it better to work for a Big 4 tech company? (In hopes of making the most money)

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Is zenbusiness good to use for your LLC? I can’t decide it’s worth doing it myself rather than paying a company

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I await my apology from all righties wailing about left wing violence at the protests.

Post Photo
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This made me LOL. I don’t know why they didn’t just switch over to Google Translate.

Post Photo
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Additional Posts in Financial Advisors

For those here who charge commission INSTEAD of fee, what do you make on each round lot? How much do you earn per month?

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Keep running into two advisors in my area that always slam their clients in to 10 year fixed indexed annuities. I have never written one. What are some of the pros and cons?

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Anyone work at Ameriprise what are your payouts? Does company take any compensation from you? What are the grids like?

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Website design? Who do you use and pros/cons? Best for RIAs?

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Any advice for someone in the middle of a merger?

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How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?

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What excuses have you used when you've run late for meetings or work engagements?

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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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Don’t really work in the CD market but some of my older clients keep asking about them. EJ posted some rates in the paper that were ok. Is the rate net or gross of commissions?

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Please watch for an article in AdvisorHub this week regarding NDAs... not good! Control Your Future, Go Indie RIA!

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Paraplanners/associate advisors/financial planners… how much are you making? (Salary & TC). Long story short… I found out what our PT admin assistant is making today & I’m livid 😂🫣

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Anyone else chronically early for everything? Blessing or curse?

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Any suggestions on resources to improve communication, specifically verbal? Books, podcasts, YouTube channels, etc. Got some feedback that I need to improve my ability to 'speak to my audience'.

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Is our comp and benefits really the best in the industry? Let's get some feedback from people who have been at other firms

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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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Why don’t more firms offer Medicare supplements? Seems like we have the health license and a bunch of mid 60s clients what gives

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Any international advisors here?

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Who is planning to get in on the Lyft IPO?

Found this interesting - Lyft is paying Amazon's AWS roughly 3.7% of their revenue per trip. $.14 per ride.

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Seeking Associate or Jr Advisor in Chicago burbs.

My partner and I are looking for an associate that has a small book (10-15 Million) that would be able to help take over a portion of our book.

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Wanting to leave Raymond James. Year 8, 76 mm as of this morning and potentially thinking of going to another B/D. Maybe Indy? The thought of having to do everything has always worried me.