How's everyone doing? Im a Private Banker, doing my homework to become an advisor. But I might not take the bank road. I spoke to EJ and PRU. Will you give me an advise on where should I start???

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You’re at JPM now - yes? You probably can’t depart with your clients, is that accurate? Do you want to focus primarily on insurance products, financial planning or both?

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Merrill is great, too

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Get your basic CFP training from an accredited program and call me! 6789946448

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Leadership asks us to come 2-3 days in a week and if I have to work in the same way which I used to do from home then why don’t we keep doing WFH as long as your job is not suffering.

Dead Floor!

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🥱🥱 you can’t never trust nobody

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Hey fishbowlers, how are you doing?

Does anyone wants to share a winning cover letter or essay template?

I find myself applying for a role where I should explain why a US company should consider hiring offshore talent from my country haha.

Thank you!

I share a caricature of the Brazilian soccer team :)

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Hello Everyone,

I have an offer from Cognizant, I get my offer revised with my counter offer.
Now again I have another counter offer, should I ask them to revise my offer letter again?

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Hi All,
I recvd offer from HCL hyd with E2 band
30L pkg
YOE 7.3 YEARS
Tech stack SAP BW HANA BOBJ SAC
what is the band importance here and how are the Projects in SAP Analytics space.
Thanks in advance.

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Seeking a referral for an entry level job in finance or consulting. Any suggestions or feedback will also be appreciated. Thank you

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Hey Jr.ADs
Who's your manager? Mine is an ACD. I am just curious 🙃

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Do any of you have experience with pushy coworkers? The kind who won't let you do anything without them "helping" even after you say "I've got this"? I can handle stocking the shelves by myself. So frustrating

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I mean, it's great that we're all so dedicated to our work and we care about getting things right—but why is it so hard to get published?

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Anyone have experience moving from agency to in-house at a tech company? Exploring the idea but my focus has been on consumer clients, so not sure how I’d be able to or what companies to look at. 5 years of experience

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Additional Posts in Growing the Team

Interested in hearing about anyone who has added a second full time staff person. Current setup is two main advisors (have a few licensed solicitors) and one main admin. Getting to the point where she has too much on her plate. We have been bringing on paid interns to alleviate some of the stress. Thinking about adding another person but unsure that we need an additional full time staff person. Recently heard an employee per every 350-400k of GDC (advisors included) was a good guideline.

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Do you think it would be better to add a female associate to my practice or a male or do you think it wouldn't matter as long as they're qualified. I know sounds like I'm stepping into a mine field but I'll concede a woman adds different intrinsic attributes to a team- on the other hand, I've already got a wife maybe I should steer clear??

likesmart

Looking to hire a part time admin assistant in a small RIA office. Someone with experience in a professional office who can appreciate flexible hours. How would you go about finding such a person?

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My wire-house team ($2M production across 2 advisors) is looking to expand. We want to hire a Wealth Management Associate ("WMA") and Client Service Associate ("CSA"). Pay for the WMA is $80k plus discretionary bonus. Pay for the CSA is $50k with discretionary bonus. WMA would be licensed (3-5 years experience) and CSA would be unlicensed with no experience necessary. Any general advice or advice on how to best find candidates would be appreciated.

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RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

I’m looking for an advisor that wants to work with a team in Tampa, Florida.

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What is your staff to client ratio? How did you determine when to hire add’l help?
We have $50mm AUM, 400+ clients, one licensed advisor, one unlicensed assistant (FT).

I’m thinking of going to Schwab as an Independent. Can anyone tell me what I should be looking at to make my decision easier?

ROCKLAND COUNTY, NEW YORK.

My independent firm of two financial planners, one insurance specialist, and two support staff is seeking a tech savvy financial planner to join the growing practice.

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When it is time to hire a new team member? What has worked for you? Online resources like indeed or zip recruiter, local chamber of commerce?

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Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

Upstate NY (Capital Region): Looking for administrative assistant to join the team - would learn from current admin staff. Looking for 25 hrs/week minimum but more likely full time needed.

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Tampa, FL looking to add an advisor to our team. Message me if you are interested.

I’m looking to hire a junior advisor whom is fully licensed and preferably has a book of business in the Plano Texas area. Compensation DOE.. PM if interested.

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I’m looking to hire a former Ed Jones/Ameriprise FA in the DFW metroplex that wants to grow their business, learn holistic planning without the unrealistic sales quotas with opportunity for equity ownership of their book. Base Salary, (DOE) health insurance and benefits available. PM if interested.

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