I have been approached with an opportunity at JP Morgan Chase for their private client advisor role. The book is about 30M all in. I am currently an experienced hybrid asset manager wholesaler and have experience in advising as well. Curious about the opportunity with JPM and if it’s worth it. I currently make about 160k and if JPM would give me a high draw for the first 3 years to build, and if it’s feasible to sustain that 160+ there.

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

Bro I would definitely consider it, I heard they can go up to 80 draw and Jpm does way more volume than other bank. I’m a RB at chase the advisor at my branch came over from MS and he’s already at 15-20m AUM in 10 ish months

like

It’s very dependent on the branch and lead opportunity within it, but my friend got to 1mm production in about 4 1/2 yrs.

Thanks. I should also share this is to also get out of the hustle and bustle of the wholesaling world. To try to build something sustainable. I’ve recently started a new family and thinking of the future with being home for things with them and not constantly traveling chasing the next metric. I don’t know if JPM CWN affords this opportunity or not

It’s definitely a hustle in the beginning and winds down with success. It’s not easy on the front end, but WLB is likely way better than the wholesaling side

like

Related Posts

We at HyperLinq are looking to fill two GSP positions for our would be Broker-Dealer entity. We need someone with FINRA Series 7, 24 and 63. Any experience level is ok.

If it’s you who fits into the above role and would like to explore this opportunity with a fast growing venture backed early stage startup, please DM me.

If you know someone who fits the profile, please share with your networks.

like

How much does a Capital One data scientist gets pay? Location Dallas

like

Can someone please brief about the health insurance scheme Cognizant provides for its employees and dependants? How much do we need to pay to upgrade it and what are the highest sum assured that is provided?
Cognizant

like
like

Any roles at AWS that have the same travel opportunities as consulting?

like

If already accepted the offer letter of TCS for one SKill and another opening came in TCS for another Skill. So can i apply for another role ? And If yes if I cracked another skill interview , Will they give hike on my current TCS offer ?

like

Anyone have any leads on a Trademark Counsel position? I'm just starting my 7th year of practice and want out of private practice. I'm in Colorado and would prefer to stay here but am open to full remote opportunities as well. Feel free to message me if you know of anything. Thank you!

like

M&A tax senior salary? NYC

like

Anyone's firm hiring in LA?

like

Has someone here moved recently to UK from India? Have some questions on moving around rent, luggage, visa etc. TIA.

What is the joining allowance for Maersk, do they provide any TA and Joining leaves and relocation allowance.

like

How useful is a CPA license in finding a non-accounting job? Eventually I want to go into more of a financial analyst role but tbh I’m curious about what most people leave auditing to go into. I’m open to anything.

like

Is software engineer 2 (in development department) and sde2 same in mastercard? Level 8

like

What is the structure of the interview process for AMC position at Mastercard Pune?
How should one prepare for it?

Also if someone could share the CTC range, that would be helpful too!

like

Why are there so many Private Client Advisor positions/ Private client Banker positions open?

like

Any insight into Richards, Layton, & Finger out of Wilmington, Delaware?

like

What is the performance review cycle at Salesforce? Will someone hired in November/December be eligible to receive the annual bonus?

like

I want some advice, i’ve taken interest at BNSF Railway. I was wondering if y’all have any advice for me as i’m applying for an accounting/finance internship with them for the summer of next year. :(

My current project winds up on 31st December 2022. If I resign by mid/end of this month(expecting a few offers), would CG persist with the 90 day notice period with me serving majority off those on the bench or would they consider releasing early once the client stops paying? #Capgemini #NoticePeriod

like

More Posts

How muxh time do the HR take to release the round 2 interview results?
Is it possible to not get the mail if i havnt cleared the round?

like

Got an email for CTC restructuring. updated letter is not shared yet, any idea what changes have been made to variable component?

like
like

What were some circumstances where you have had to to let go of an internal company offer after accepting it?

like

Urgent because I have a job offer and my decision rests on the answer to this question

Is the specialist position in PwC India equivalent to analyst or senior analyst? Is it the junior most hierarchy level in the organisation or is it second last in the succession ladder?

What is the hierarchy in PWC India Advisory? What is the YOE needed for Senior Associate?

like

Is there a concept of probation in PWC India Technology Consulting? I just received the offer letter and I don't see anything mentioned about it.

like

Pic says it all

Post Photo
like

I’m in my late 20s and struggling to find inspiration of what I want to do with my career/ life. Anyone have any good book or movie recommendations that inspired them during a similar time?

likehelpful

Looking for a Netflix intro please!

like

Hi all, I'm trying to break into sales coming from a technical background. It's been very difficult as a lot of recruiters only see the technical aspects of my previous role, even though I've added in some sales aspects from those roles. Any advice on how to break past the initial view of my resume/past technical experiences to get interviews?

like

Please suggest to get some nice suits at London. I will be there for two weeks.

Hi, I have two Weekend 2 GA Coachella tickets!! Let me know if you are interested!

like

King & Spalding Singapore - thoughts?

like

Does PWC accepts counter offer easily when produced other offer letter with more CTC?

like
like
like

How is Interview process Citi . After codeility and Telephonic round what is the process.For the position of C10. Tech stack. Java Spring boot microservice

like

Anyone Joined Citi Pune recently? I need some help..

like

Additional Posts in Jobs in Finance

How do I jump ship from FP&A? My dream job used to be education or something more creative and I want to make that switch.

like

Hello all! I am looking for a job in finance/investments, but I’m having trouble attracting attention from employers. I have a finance degree from UGA, but all of my experience (3.5 years) is in sales (tech and real estate), so no relevant internships unfortunately. Any advice on how to market myself better and where I should be looking would be greatly appreciated!

like

Need career advice. Trying to break into a finance role, preferably an Analsyt role but I have no transferable experience. I worked as a mortgage loan officer (which is sales) for 2 years after college, but since mortgage is such a niche industry, no hard skills transfer and have no relevant undergrad internships unfortunately. I know I can essentially get any sales job I want in finance IE: financial advisor etc. but don’t want to be stuck in sales forever. Any advice?

like

Let’s finish this up strong! What are your year-end self development plans?!
We have our last session of the year of our group/guest financial education cycles at our Downtown Toronto office this Saturday. We go through our first financial education session that we talk about basic to higher level of financial information; from saving, investing, risks and returns, registered accounts, etc. There is no cost and no obligation. If you are interested to attend in-person or via Zoom, let me know.

Post Photo
like

Has anyone done the Blackstone pymetrics?

like

I need help figuring out if I’m being underpaid. I’m working in real estate private equity and I focus on fund models and property valuations. I’m currently at base $80k and 20% bonus. On top of that I have 5 years experience and a masters in finance. I’m good at my job and receive positive reviews from everyone. I feel like I should be compensated better but the company says that’s what they think I’m worth. Any help or insights would be great!

like

Is there any way to travel or live internationally while working for the US government? I’m working in finance and accounting. Would love to know how and where.

like

I have been in client facing wealth management as an advisor for 10 years. I haven’t built a book of business because I’ve worked for mostly discount brokers (Merrill edge, TDA, Etrade). I want to know how to transition to a non client facing role in wealth management or another financial role. I am series 7 and series 66 licensed. Any thoughts?

like

Just found out that end of the year I will be promoted from analyst directly to VP and since it’s such a large jump I’ll be the lowest paid VP in asset management at only $135k TC. Should I stay it out and wait for TC to align or take the promotion and jump ship bc I will likely get paid more elsewhere given how recruiters/other companies eat up hiring recently promoted ppl from other firms?

likeupliftinghelpfulfunny

I have an offer in PE VP role in Citco and JPM and I am at cross road on which is one to company to choose. Their pay is very similar but JPM is offering an attractive signing on bonus. I need a honest advise on which is better between these two firms.

like

Is there such things as FP&A positions in Big 4? If so, are there better times to make the change than others (I.e. at senior vs manager)? I’m currently in FP&A and looking to work at a Big 4, or another company that offers the ability to move abroad. My current company and many others I know about do not offer the mobility to do so until much later, which is not what I want. Thank you.

like

Does anyone have any connections at Citi Deutsche Bank or JPMorgan Chase in their Private Banks? Senior level banker looking to transition. Any help is appreciated!

like

Recently relocated to USA. Looking for a job in Private equity Accounting in California as Fund Accountant Manager. Any leads and also, how much salary should I expect?

like

So, I haven't received an offer yet but they have already run a background check and sent me both a conditional U5 approval and a FINRA info request. Can I assume that an offer will be soon to follow?

like

Hi everyone - I have experience in Investment banking domain and I am looking for a new role in Canada and would appreciate your support. I have experience in M&A, DCF, Buy side , sell side, Financial modelling, compliance, due diligence, Thank you in advance for any connections, advice, or opportunities you can offer.

like

Has anyone recently done a HR interview at UBS?
I’ve completed the first interview with the hiring manager and a colleague, and have been fortunate to get to the next stage but im unsure how to prepare. I’ve done the usual compentencies, strengths and weaknesses and company research. But I don’t want to fail at the last hurdle as I really like this company and it would be a dream to work there any support or guidance would be greatly appreciated.

like

Graduating with my finance degree in about a year. I took a part-time healthcare position fill my employment gap but most of my previous experience is in manufacturing logistics and customer service. With my background, how do I break into a finance or accounting role? What positions do I apply for? I would like to make at least 45-50k a year min starting if possible.

like

Hi all,

Can anyone share some insights on the Associate managing consultant role at Mastercard? I am curious to understand the culture, the projects and the salary as well.

I can't DM yet as I am new so please feel free to DM me.

like

Any insight into potential salary range for a Wealth Brokerage Trader at Truist located in Charlotte NC?

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