Hi, I work at merrill edge currently looking to pivot into the field of advising. I know merrill lynch has the new ADP program that is now MFSA (merrill financial solutions advisor) where they want you to build your book of business starting out with “warm leads”. I am unable to even post to that job in house until the end of next year. I’ve explored into companies like Edward Jones and am going through the process right now interviewing with them. Would Edward jones be a good place to start??

You are currently posting as works at Investment Consultant

Hi, I work at merrill edge currently looking to pivot into the field of advising. I know merrill lynch has the new ADP program that is now MFSA (merrill financial solutions advisor) where they want you to build your book of business starting out with “warm leads”. I am unable to even post to that job in house until the end of next year. I’ve explored into companies like Edward Jones and am going through the process right now interviewing with them. Would Edward jones be a good place to start??

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works at

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a Vice President 1

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No, unless you enjoy being a salesperson disguised as a financial advisor.

2 reactions

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Author

an Investment Consultant

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Where would u start?

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a Founder 1

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Yeah, not a great choice.

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a Founder 1

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Depends on what you want to do. Do you want to be an asset collector? Do you want to be a asset advisor? Do you want to be an Insurance professional? Do you want to do comprehensive planning, either fee based or non fee based?

Just a few questions to think of what you want to do. Everywhere has pros and cons as well as different philosophies. It really depends where you align and how you want to serve people.

Happy to speak further on that and where to go.

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Wells Fargo 1

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Jones get a lot of hate in the industry due to their business model. However, if you buy in to the model you’re likely to be successful.

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Edward Jones 1

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It’s a damn good model with tons of support if you need it. And for real real, being a FA anywhere is basically the same game: raise assets and then manage relationships. Each of the major firms has target demographics that differ. My office is in rural/suburban middle Virginia and my region has more than 10 million dollar producers, you get what you put into it.

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Author

an Investment Consultant

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Would u be open to me messaging you ?

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works at EY

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Any EY folks going to Newco thinking of starting their own consulting firm instead?

If you were on the partner path already I don’t see why you wouldn’t be thinking this…

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works at EY

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Time taken to become a partner in any of Big 4's?

As per my knowledge in EY it is 15 to 20 YOE

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a Principal Associate

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Has anyone here left their job due to burnout?

If yes, what are you doing now or what do you plan to do? How has the experience been?

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attends University of Maryland

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Visual Storyteller

Big 4 Consulting interviews: do most people fail out of interviews at the behavioral interview part or the case interview part? Does anyone know statistics of job offers given once you make the casing portion of a Big 4 interview?

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attends Valdosta State University

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Good morning,

I have a zoom interview coming up and I'm not sure how to go about properly asking about compensation if it is not my desired salary/pay. Does anyone have any tips about how to do so?

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Hey everyone, I have my first interview coming for Project Management role at Meta. Any tips or recommendations? Does anyone know the layout of the interview?

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works at Deloitte

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I am a QA lead looking to break into google Spotify or meta as a program manager or project manager . Can someone please guide me on what does it entail to be a PM at these companies?

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How much does a Director at AlixPartners make? Do the have sign in bonus when recuited. Going for an interview there in a few weeks. TIA

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works at Boston Consulting Group

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First year (ug level hire) and got email from apple recruiter. Would love to exit to FAANG but not sure I'm ready to leave BCG in my first year but maybe after 2-4. What is best practice?

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an Assistant Hotel Manager

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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

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works at Deloitte

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You are currently posting as works at Deloitte

What are the requirements to promote from analyst to senior analyst? I’ve been with Deloitte for two years now and am wondering how I go about making myself promotable. I don’t have a CPA, CFE, etc. Is one of those required?

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a Senior Manager

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Any idea where the ceiling is for Deloitte SM in M&A strategy? What's the next step up from SM? and what the band is there?

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I know this question is somewhat vague and broad but I’ll soon be joining a Banking & Finance team (in BigLaw) as a junior associate. I’d be grateful for any tips on how to thrive in this role. What characteristics make a good junior transactional lawyer?

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My company went toxic in the last couple months. Chose me and started interviewing. Had a very successful interview with Amazon but recruiter is working hard trying to place me and said there’s no knowing how long to find a team. Meanwhile I just received a Director offer for a company with a 29% pay bump July 1. If Amazon or any other FAANG/large co gets back to me, is there an acceptable way to not burn bridges with new job and accept or delay start date with FAANG? Or fuck it just hop?

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works at PwC

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Has anyone interviewed for Microsoft CSCP ( Cloud supply chain)
If yes, Do they ask DSA as a part of their interview process?

Microsoft

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a Manager

▸ Financial Services

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How common are credit checks for roles in accounting or finance positions? Will high utilization on credit card balances and low credit score be a deal breaker? I’ve been irresponsible and made mistakes, but wondering if I can switch jobs now or if I’m best off waiting 1-2 years and cleaning up my credit first.

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works at Kearney

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At McK does integrative = generalist? Or are practice aligned consultants also integrative

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works at EY

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I joined on Nov 2020 in EY GDS as Senior 1,so when I will be getting progression for senior 2?

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a Social Worker

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LCSW 50k loan repayment- Has anyone been granted a contract through the National Health Service Corps Loan Repayment Program? I’m interested in applying for the 2 years of full time work as an LCSW but my loans are a bit under 50k so I’m wondering if they would only give me what I need to clear my loans or would I still get 50k as long as I complete my contract ?

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a Social Worker

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Has anyone here written a book or pursued other avenues of translating their skills and experience into income? Maybe an online course?

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a Human Resources Manager

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Looking for referrals to get into a fully remote HR role in fintech after working in government for 12 years. Over 10 years as an HRBP/Sr and 2 years in a leadership role. Have my PHR and CCP. Love comp but my experience is limited to a smaller organization (500).

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works at Comcast

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Anyone has an idea what would be percentage hike when we get promoted from Lev 3 to Lev 4 engineer in Comcast India?

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works at Tata Consultancy

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I have final round of interview tomorrow with Commonwealth Bank for Technical Business Analyst role. What type of questions can I expect?

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works at Fullerton India Credit Company Limited

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How is WLB at Tech Mahindra SBI Belapur client (on site), Can anyone help me with feedback?

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works at NHS

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Hi there, I have 3.5 YOE working for NHS Finance. I applied to Deloitte Risk Advisory, Public Sector (London, UK) and was successful. Waiting to hear back with package offer but it’s been over 2 weeks - was told they may offer M2 grade, any ideas what this is?
I’m also interviewing for Senior consultant role also at Deloitte. How much would this typically pay?
Torn whether to stay within NHS as I will be getting an internal promotion or move to Deloitte.
What’s the WLB like? Good job security?

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I be wanting to go off but then I check my bank app, calm down, and keep working.

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works at Capgemini

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Does IBM providing mac books to new hires this year or is this domain specific? Lenovo ka thinkpad chhod k dell Hp b chalega.. macbook ki chah ni hai. Plz batao kya process rehta h.

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works at Cognizant

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Bowl Leader

Hi guys,
Any openings for GIS Mapping operations or as data analysis roles ?

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works at KPMG

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Is it worth saving money with 401K or get better rates in FD’s / Post Office etc in India ? FYI 50% match is provided by company for first 5% only

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Thought this could be a really great opportunity for some folks out here 🙏🏻

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works at Genpact

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Hi fishes,

I have 2 offers and I am a little confused which one to go for??

IBM- 12LPA fixed, variable not mentioned, role offered- consultant- supply chain
Lowe's - 12L fixed plus 10% variable.
Role- senior demand planner.

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a General Manager

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I have been in management for the past 8 years and part of large corporations. I just recently joined a small organization that I have wanted to be a part of for the past 2 years, accepted the role of general manager. This organization knew that I don’t have general manager experience, no payroll experience, no experience setting prices, no purchasing experience and today, 6 days after starting, I have been asked to step down due to not being confident that I will be ready in 3 weeks…

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works at Deloitte

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What is the expexted salary range for a 12 year exp in PWC AC in SAP Funtional domain?

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works at Jastech systems pvt ltd

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Hello PM sharks,
I am working as a PM in my current organisation based in Gurgaon, actively looking for a job change.
Total YOE:8
PM experience:4
CTC:11LPA
I am a B.tech in ECE.
Please suggest/refer.
Thank you

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an Analyst

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Community Builder

How did your interview go with JP guys?. Easy? Medium? Or difficult?.. please comment

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works at Optum

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After submitting document how much time.it takes to release offer letter.

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works at Cognizant

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After how many days of HR discussion I can expect the offer letter ?

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a Director

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I’ve been verbally offered a position at a new company, but the recruiter insists on getting a verbal acceptance before sending the offer in writing. This person insists on negotiating salary before sending the paperwork. Generic benefits, RSUs, bonus info have been provided; it’s all unofficial.

This is absurd. Am I missing some “new way” of doing things? Your take?

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works at Kearney

▸ advisors and asset managers

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Is it true that UAE public entities are the best among ME public sector clients? If yes, why?

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works at Accenture

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Cross posting here for advise

Additional Posts in Financial Advisors

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a Financial Advisor

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Woohoo just closed my first client!!!!

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works at Edward Jones

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So the fiduciary rule got tossed yesterday

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a Financial Associate

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I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

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works at Edward Jones

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Cancelations suck in general, but I've gotten this one twice lately "Someones died in my family, and I just cant deal with this now" Click!

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works at Waddell & Reed

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Headed to a holiday party. quick: give me three interesting non controversial topics to talk about

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works at Robert W. Baird

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How has working in this industry influenced your politics, if at all?

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a Financial Consultant

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CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

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works at Lincoln Investment

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My wife wants to move out of state. I'm in my 6th year...500 clients and finally starting to make some money. How bad of an idea is it to sell my book and buy a book in a new state?

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a Financial Advisor

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13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

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works at Wells Fargo

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Best books you read this year that aren’t about sales, marketing or prospecting?

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a Financial Advisor

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New client looking to switch from Simple to Safe Harbor 401k (needs safe harbor because owner makes 5x what employees make(dentist office )Does anyone know if there is a custodian who offers this?

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works at Edward Jones

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What is one thing you wish your friends and family understood about your job?

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works at Ameriprise

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It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

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a Financial Advisor

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best resources for brushing up on excel?

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a Financial Services Professional