I am about to get an offer for the TFA program at Merrill Lynch. Wondering if some people have gone through the program and what their experience was like? What was your comp structure/what would be a good number for me to ask for?

Series 65 license, 3 years of experience with 401k plans, the group I am joining specializes in K plans. Thank you!

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

I do not have the info you're looking for, but I am curious about where you are located. I did not realize that ML still used this TFA program. I'm assuming TFA means “team financial advisor.”

I believe they just brought back the program so I was told. I think they announced it at the early part of June.

I’m going through the same program as well. Still waiting for the final offer. I already get the licenses and designations.

Related Posts

like

I applied for a job at a well-known healthcare company a couple of months ago. I had a number of remote interviews and then they asked me to fly out for a final round of in-person interviews. Later that week they told me that they were going to be making an offer. Another week has gone by and still no offer. They said they are still working on it. Is this the new norm for recruiting? I have other offers and can't keep waiting for these foot draggers.

likesmart

I got offer from Wipro is it good company for experience people as I have 8 year of experience

like

Hello,

I’m having 7years experience with CTC of 36LPA, where 32 is fixed. How much can I expect from zscaler?

Thanks

8.5 years of experience in testing and _vois is offering 22.10 lpa ( fixed + 13% variable ) . Ihad asked for around 24 lpa
Is it a good offer ? Should i accept ?

like

Healthcare consulting practice. Deloitte vs Accenture vs other players. Thoughts on who has the best practice overall?

And any insight/who has the best practice in the provider space specifically?

like

What is a typical salary for a Data Scientist at a management level that’s 1 or 2 levels above entry?

like

Port ops senior associate comp benchmark at mega fund? Anyone have reference points?

like

How's job security at adidas tech hub gurgaon

Hi fishes,

My joining date mentioned in IBM Offer letter which I received just a while ago is second week of November, 2021. However, I have 90 days notice period. It also says to accept within 3 days and a clause is written that joining date can be revised only till 5 days. Will ibm revise my joining date ? I am very anxious it's too late so I cant even call recruiter.

Please suggest.

I’ve been dabbling with the idea of getting into copywriting as something to soon the side but I have no experience doing it. What steps should I take (books to read, gigs to start with or pursue, etc) if I want to go from $0 and next to ) experience to $40k or so a year?

Right now I’m currently unemployed and taking a break from my fine art stuff to try to get back into tech sales, but I was looking to expand my skill set and also generate extra money at the same time.

like

Hi fishes, Need your help urgently.
I have 2 offers
1-
PwC 10.6 LPA fixed + 2.5 lac JB
2- Concentrix 16 LPA fixed + 1.5 lac JB

Which one should I choose?
Yoe- 2.8 years
Tech stack - ReactJS developer

Anyone here know much about GT’s Strategy & Performance Improvement group?

like

Some Business Intelligence/Analyst roles are very data heavy. I wonder why these roles do not have the term “data” in them, and wonder if it’s to keep the salary lower than it should be. I have colleagues doing intense data science tasks as BI Analysts, and can’t help but feel indignant on their behalf because when hearing their job title, one would underestimate their technical ability.

likesmart

I was offered a associate manager job in quality in HCL technologies which is in sector 126.... Can someone confirm how much should I expect... My current package is 6.55 lpa and I have total 7+ yr exp and 5.5 relevant exp in quality auditing.

If I’m contributing to my Roth 401k vs pretax 401k and my employer matches 10% of my contributions. My employer match be 10% on my post tax contributions right? Technically meaning I’ll be getting less of my 10% employer match then if I were to do pretax 401k since that match would be on a higher amount?

like

Working as a summer analyst in private wealth management this summer and just got a return offer at GS. Anyone have any experience with salaries, exit ops, etc. pressured between taking the return and looking for something with more optionality.

like

Hi All, can anyone please let know the expected in-hand salary for the below CTC Tata Consultancy Accenture Deloitte

Post Photo
like

Hi Folks,

Can anybody help me with my inhand salary calculation?

Investments:
80C- 1.5 Lakh
80CCD- 50 thousand

House Rent:
INR- 14850 PER MONTH in Tier 1 city

Post Photo
like

2 offers:

1. Great global agency but working on a pharma account. High pay.

2. Agency that’s the butt of many jokes but working on a fun brand that they have made decent work for.

like

More Posts

What is everyone's current positions going to the weekend?
Here are mine:
$BA 110p 4/9
$SPY 220p 4/20

like

I finally decided to invest in cryptocurrency but not sure how and where to start. I am looking to invest from a long term perspective (5-10 years).

Are there any low risk steady increase options or is the whole crypto currency a high risk game?

like

Any good PG near Taramani ? How much per month?

like

Hello! This is a long story, so I’ll try to keep it brief. I work for a very small supplement company - it’s myself (marketing/acct mgmt) my coworker (sales), and the owner. My coworker is struggling to complete his tasks/meet his goals, and the owner is coming to me about angry clients. I’m afraid my coworkers inability to complete his duties is somehow being reflected onto me? What’s the most tactful way to have a conversation, either with him or the owner? Can provide further detail if needed

like

Recommendations for facilitator training for lawyers? More and more of my T&E practice is shifting to requests to facilitate family meetings on business succession, something I enjoy but have no formal training in. Would like to explore some training to add tools to my toolbox.

Any M&A tax practices out there that will allow remote/mostly remote work in the future? Where?

like

Can someone share a Charles Schwab referral link?

likehelpful

When to buy back in to triple leveraged etfs 🔮

like

Hi..
What is the hierarchy structure - Senior Software Engineer, Senior Specialist, Consultant, Senior Consultant? Are they all in E2 band?

like

if you are interested to apply for below positions, please DM

Post Photo
likeuplifting

I work in ERP consulting on the technical side. Wanting to move into product. Would anybody be willing to give my resume a once-over?

like

I’m thinking of applying for a sales role at Salesforce, but there are so many roles that meet my experience. I don’t want to apply for a bunch of positions, and no one is replying to me for a conversation on LinkedIn. Would anyone here be willing to give me some advice/guidance?

like

Hi folks, need guidance. Skill - . Net + azure and YOE - 4.

After two tech round received email for documents. HR said that she will discuss regarding my expected offer with the team after receiving documents from my side which I sent yesterday.
Today evening I got technical interview assigned mail with meeting invitation for today afternoon itself. It is very confusing to me.

Are they trying to take my one more round of interview? I was hoping to get offer after sending documents.

likeupliftinghelpful

Why does it have to be this way?

Post Photo
likefunny

Hi Guys, I am notice period with 30 days remaining, having 12+ exp in java, spring boot, microservices. Need the reference for applying to major banks like Credit Suisse, Master card, Barclays, Citi, Deutsche, BOA, JP Morgan etc..
Kindly help...

like
like

Does a healthcare professional / medical school bowl exist? Looking to make the switch from consulting

like

Anyone want to grab a coffee or lunch today? (M26, married)

like

Hello fishes,
I have an offer from a startup with fixed 22 LPA.
Around what will be the in hand?
No epf is getting deducted, existing employees of the start up said so.

likehelpful

Additional Posts in Financial Advisors

For those women with children or who are currently pregnant, when did you tell the partner you work with/HR that you were pregnant?

like

Shaq is on the board of Papa Johns ??

like

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

like

What are your tips and tricks to have a great career in FA? What are the things you do that make you super productive and smarter everyday?

like


CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

like

Going with a solo 401k so I can borrow 50k if I need it for buisness purposes in the future with no questions asked and fast what companies should I look at?

likesmart

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

like

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

likefunny

Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

like

Haha Merrill just reduced the pc payout grid by 3% for advisor below $2m in production

like

Clients I found = 99% retention, assumed/ adopted clients = 75%. True?

like

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

like

I do not prospect. I open accounts while slamming a revolving door.

like

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

like

If you loved your small independent broker dealer but they had just been acquired by a much larger corporation which does have benefits in terms, mostly, in technology, but you lose your “family” in the home office, what would you do and who would you look at if you were considering a change of your own?

like

I’ve got my 7, 66, CFP, and CIMA with roughly 3.5 years industry experience. I started a new role at the paraplanner level… is this a bit of an undersell? Or is that along the industry timeline?

like

NPR says since Im in quarantine I should try to keep track of something to stay sane, so instead of the market, Im tracking of how many times I step on my sons legos. Today: 2

like

For those of you who have had to increase soft skills as a means to grow and expand client relationships, how did you go about this?

like

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.

likehelpful

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

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