I need thoughts on my recent experiences all of which just happened within the past few months and this is going to be at a high level (LONG Post Alert 🚨)

A recruiter from brokerage firm reached out about a opportunity as a Client Assoc, I interviewed and got a offer but my gut said the offer wasn’t right and I shared my offer with someone at that firm and they told me to decline bcuz they had no experience in the industry and their offer was way more, cool

Next, another recruiter … tbc

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

From a different brokerage firm reach out about same position and I interview and they say let us know of your test score pass / fail for 66 and then we will continue.. well they stopped interviewing at time they just recruited my manager okay

I recently see my now old manager at a happy hour and I asked why did this firm
Stopped interviewing me and she said oh bcuz your not licensed.. well another girl who was sitting across from me at HH my manager recruited her after she left my current firm and got her more money for the same client associate role and she has no license no SIE (I have my SIE and Series 7)

Okay next I find out a girl left my now old manager firm to go to the firm that I first mentioned in this post also unlicensed for a Client Assoc role and they offered her $17k more than me…

What’s wrong here? And am
I tripping for feeling a way? I’m
Feeling like I need to leave wealth management

That's a tough one. Sounds like maybe the timing is just off, but I kind of feel like we need some more information to be able to give feedback/advice. What was the reason you gave when you declined the initial offer? How did you handle that situation? Did you even try to counter-offer? As far as the second situation, it sounds like maybe your former manager simply isn't interested in interviewing/hiring you there. Try not to take it personal. There are plenty of other opportunities out there. But I'd definitely be curious to hear exactly went down at the first firm you mentioned.

I mean good for you for flagging it...and that's really all you CAN do this at this point. Sounds like kind of a weird place, I think you dodged it

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