I have Series 7 & Series 66. I'm looking to change to an advisor or planner role but not at my current company. Can't even get a call back when I apply or express interest in exploring the opportunity at other companies. Is the industry so focused on stealing experienced advisors that they won't give someone new a chance?
Also I'm not interested in selling life insurance commission only with no benefits.

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You’re most likely not going to start in an advisor role at a good company without direct planning experience.

likehelpful

Do you come from money and have a large network of rich friends?

likefunny

Look into the Financial Solutions Advisor role at Bank of America. It’s a branch based type of advisor role, but may be easier to get your foot in the door since you are licensed.

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Try checking RIAs in your area. If they don’t have any openings it doesn’t hurt to cold email or cold call them to share your resume. You can also sign up for SchwabRIA connect. Also, sign up for New Planner Recruiting. Great recruiting firm focused on placing new planners, co-founded by Michael Kitces.

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You’re most likely not going to start in an advisor at a good company without direct planning experience.

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Try Fidelity?

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