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

CFGI offers anyone recently? Consultant level NYC what did you get offered

like

How much salary does jp pay to promoted associates in India? Which are not in tech

like

How is PwC emerging tech apps division? And how's the Mulesoft practice there. If anyone can give insights, it will be really helpful.

like

Someone I know is hiring for the role of Manager - Social Intelligence at Zee Entertainment. The role is based out of Mumbai, requires an MBA and 3-6 years of experience in Social Listening and Analytics.

DM me if anyone is interested, I can share the detailed JD.

helpful

what are recruiters generally seeking in cover letters of applicants moving into a role from a different industry? I am an AD in advertising looking to move into a design role in tech, maybe even film

Question.
If I sourced a creative team, sold the hiring managers on taking a chance on them and they get hired and that team ends up creating huge award-winning work, do I get to use that as a cont..

Hey People.
I have 2 years exp as a Risk Analyst and want to migrate to being a Buisness Analyst. I haven't been getting a proper job description or work role and responsibility list of a BA. Please help me in this regard.

Valuations or FDD? Trying to decide which team has the best exit opportunities/WLB/interesting work.

like

Hi Fishes,
Urgent Suggestions Needed...

1.
Capgemini :12 LPA(Fixed)
2. Cognizant : 12.5 LPA(0.5 Variable) + JB
3. KPMG India :13 LPA(1.25 Variable) + Some JB

Need some Suggestions from Fishes who already aware of the work culture in these Firms.

YOE : 3 Years
Tech stack : ServiceNow

Thanks in advance🙂

like

What’s a comp package like for MD at Accenture or Deloitte? NYC area

like

What is CBO TTH drive recruitment in TCS?

like

How long does bgv process take in boa india ?
I have submitted my documents more than a month ago and waiting for offer..

like

Does anyone here do project consulting for start ups/tech companies? If so, what is a typical hourly consulting rate for non-clinical work?

like

Anybody has any insight on the kind of projects, pay at Deloitte Technology strategy & transformation team? Does this come under deloitte's strategy wing?

like

S&P Global what is the salary of a 9A grade employee with role Quality Engineer II in S&P Global?

like

Pepsico PepsiCo or S&P Global....
Please suggest.
Roles:- Product Analyst - PepsiCo. Product owner - S&P Global India

CTC is very similar

Anyone at Salesforce know how to lookup the level-grade of a specific person from the org chart?

like

Can someone share interview experience for DevOps Engineer Today i will be having interview with hpe

like

Does Nagarro give option to WFO?
At Bangalore location where is their office

More Posts

I want to get middle school cert (for ELA) My degree is K-8. My current cert. & EdTPA is K-5. What's the quickest & easiest path to middle school certification?! (I'm in TN, specifically Sumner Co.)

like

Has anyone on here moved from IB to management consulting as an experienced hire? How do you view the decision in retrospect?

like

Those actively interviewing, where are you trying go?

like

Don't feel like working the first day back to work after long weekend...

like

If you were the only associate on your team, how would you feel about senior mgmt adding another associate to do similar work? Personally I see little upside! Appreciate your thoughts

like

Don't miss out 2023 Global Diversity and Leadership Conference on November 1 - 3, 2023! Recommended by Aché Lytle at 2022 NPA Annual Conference via Whova event app

like

AMERICAN EXPRESS India is hiring for below role:
1. Business Analyst/ Assistant Manager – Enterprise Data Strategy, Credit & Fraud Risk (Req ID -21030910)
2. Manager / Senior Manager : Product Development, Risk Products & Data Strategy (CFR) (Req ID -21030284 / 21030287)
3. Business Analyst / Assistant Manager – Digital Analytics
(Req ID - 21029077)

JD screenshot is attached.
Kindly DM me job title, req id and your email id for referral

Post Photo
like

Could anyone suggest a good ladies pg in Marathalli area? Preferably single sharing or double.

like

153 unique agencies in this bowl. Wonder how many individuals? Feeling pretty genius given that I created it. 🙌. Now, anyone hiring strategists?

like

Hi! Can someone provide me a referral for Microsoft? I am interested in the Customer Success Manager role.

like

I was just told to limit my time against pitching and planning a job to 3-hrs. Which is bonkers. They want timing, budgets and watch outs. Has anyone else experienced this and have advice on how to approach with the account lead?

like

NYC based Managing Director, salary range?

What should be my asking salary for a brand planner job at midwest independent agency? Made 58k at previous NYC IPG agency.

like

Does your salary band change if interviewing for a purely remote role? They pay should be based on my location, not the company's, right?

like

Hi guys ,

In paris if you get a salary of 83 k + 1 BHK allowance and other benefits .is a good package to live and work comfortably. Please kindly suggest me.

Thanks alot.

like
like

McKinsey consultants- I remember hearing that you have a different comp model from most firms (where title and pay aren't necessarily linked). Does anyone mind elaborating?

like

How does a person get connected with recruiters in their field? I’m in branding and marketing

like

Additional Posts in Jobs in Finance

I'm the only employee with a background in finance in a tech startup growing at a 300%+ per year. But it's actually my first finance-related experience (interned and now part-time as I'm in my senior year of undergrad) and don't know really how to have an impact as my knowledge is "limited" and have no technical mentorship.

Any advice/mentorship would be wonderful!

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

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
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

I'm in finance/tech FPA, looking to go back to the defense industry for a 25% increase in TC. But wanted to see if I should leverage the new salary with current company to see if they'll match.

Background: got a promotion at current company that didn't come with sufficient increase . After stating my case I was told it would be evaluated next October, which is what prompted the initial job search.

Current TC 103K [88/15], offer 125k base [+discretionary bonus].

like

Are any firms out there that are hiring full-time/remotely? Let's start a list

likehelpful

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?

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 anyone that works as a Mainframe Data Analyst at Bank of America ? I see an opening and would like to learn more about the day-to-day and projects. TYIA.

like

I was offered a high net worth client associate position with fidelity. I have never worked in a call center environment.
Can anyone that has worked in that position tell me what its like and what to expect? Is it more like an administrative position and boring or do you really get to help clients? All feedback is appreciated!

likeuplifting

I am so beyond ready to leave my current job, but can’t yet, since bonuses are paid out in January. 😬

In the meantime, I’ve applied to a lot of similar roles (slightly higher) but have not heard - good or bad - from any. Is it common for companies to slow down hiring in December because of Q4 rush, people on holiday, etc.?

like

Anyone in banking compliance JPMorgan Chase world can give me a referral? My female boss is very bad at me and sometimes laugh at my accent. I hope some of you can offer a helping hand to me. 🥺 Bank of America UBS Citi Morgan Stanley HSBC Deutsche Bank

I am looking into a Product Manager role at M&T Bank. Does anyone know the salary range or can tell me about the work/life balance?

like

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

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
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

Has anyone done the Blackstone pymetrics?

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