Related Posts
Check your band for year 2020-21
More Posts
Jummah Mubarak Fam ☪️💚
Haha so true

Additional Posts in Finance Exit Opportunities
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.







If they let you retain your FSA book, move to an FA role. You’ll be 100% grid, so you can scale your comp fast. Hard work, but it’s up to you.
If you like your role, Citi and Chase have similar programs to the FSA that are permanent and pay much better.
I don’t think we will be able to retain FSA book according to decision made in last few months. Many FSA with large books moved to MFSA and had to give up book in late 2022 so I’m sure that’ll be the same if I moved to Team FA or another FA in Merrill.
How is your influence over clients ? Do you manage a book now or is it someone else’s? If you become and FA there will be a huge ramp up time unless someone hands you a portfolio of clients that produce revenue and this would be very rare .
Fairly strong influence but working in a branch, I am getting pulled in many directions so It’s hard to be totally dedicated to my clients b/c of the walk in bank clients. I manage my own book but I am under impression if I go to FA in merrill it won’t come with me so I am at the point where I should just jump out of branch now so I don’t have to restart in 2-3 years with nothing. I understand it be rare and lucky to take over a portfolio.