I’m great once I’m with the client and my clients love me but apparently I suck at prospecting. Going to get fired any day now. What roles are non-sales like but will allow me to stay in the business?

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

You could get a junior planner role at big firm or you could look to get job at a calling center for Fidelity or Schwab.

like

Tough position to be in. I’m sorry to hear this. Have you thought about quitting before they fire you? Getting fired will make in harder to get another job in this industry. Not impossible, but harder

like

Banking industry with a retail advisory division or trust department may be a good option to explore!

like

Where you located and what licenses do you hold?

like

Agree that finding something else before you’re fired is best. Some companies won’t look at someone with a mark on their U4.

As an aside, being in such a heavily-regulated industry that assumes you’re guilty until proven innocent is a pain in the damn ass.

like

How you describe yourself is like saying I’m a great painter, as long as I pick the colors by the numbers or I’d be great at basketball if I were only taller. The only really valuable skill in this industry is the rainmaker. Just about anyone can service accounts which is why service FAs work for Producers FAs, and get paid less. Either find the discipline and drive to develop a practice or candidly, get out. Yes, there are ways to hang on but you’ll always be beholden to someone else and never make the sizeable income you think is achievable. Do it now while you can still find a satisfying career. This isn’t for everyone

like

Fidelity has a huge call center in north Fort Worth (Southlake), Texas. A friend of mine works there and loves it. No prospecting. No taking client issues home to worry about. 8-5 job and makes salary plus reasonable bonus.

like

Check with Edelmann Financial. From what I can tell, they do all of the prospecting and marketing and only expect their advisors to do client service. Sounds like it would be perfect for you. I believe they have offices all around the country.

like

Quit before you get fired. A bad U4 entry could prevent you from being employed in this industry. Then look at the above suggestions

like

Don’t get in role as non sales. Unless you are liked pay lousy and offices very clickish. Find someplace that really values your intellect and put it to good use.

like

Be a junior at a firm like us where I am the one who is The Rainmaker and the team around us does the actual real work.

like

Go to a bank. I am the same way. Clients love me. I can take burned clients that refuse to be back in the market or trust anyone and earn their trust and have the market make sense again. I liken the bank channel to getting to be a Financial Advior 95% of the time and only prospecting 5% of the time. I never carry a business card and just get to know people for the sake of getting to know people. I don’t have to prospect them. I am also very picky as to who will be my client. Makes life great knowing you have an endless stream of potential clients and you don’t have to do things the clients way. If it’s not a good fit they would be better served elsewhere.

like

It is a dilemma. We are in a contact sport and for business to happen,you need contact. Look for better ways to prospect. I think we in the industry who mentor people have it wrong. Knowledge comes from doing. Knowing product is vital but way down the food chain from prospecting. All our knowledge is worthless if we have no one to share it with. How we share it is the real magic here

like

OP, I am looking to hire someone like you to work for me! I ONLY want to prospect and am looking to partner with someone like you who will do everything else. Please send me a message!!

OP, please contact me!!!! You are perfect for me!

Related Posts

Can I start learning DSA using JavaScript to get into product based company from service based ? Or I need to learn other language first like C or Java and then learn DSA in that ? I am working as a Frontend developer so I already have knowledge of JS. Please suggest how to proceed ?

like

Hi Guys,

I have 4.6 YOE in Linux and Devops and my current CTC and s 8.2 lpa. I am thinking of switch in my career. How much package should I aim for..
I have experience in below tools
Kubernetes and EKS
Puppet
Nagios
Aws
Fundamentals of Gitlab.

like

Hi Fishes,
My total experience is 5 in QA, I attended Deloitte interview. First round was technical and it went quite well, they asked lot of theory questions. I answered few and quite I was not sure of answers. She gave feedback like my communication and confidence level is good and project wise I'm having good knowledge and coming to concept wise it's not upto the mark for experience. So my query is will they call me for next round?I really wanna get selected since Deloitte is mydream company

like

Creatives who left for tech. What is it exactly that you do now? Is it still writing or art directing? Or a different creative role? Hearing about people leaving for tech so I want to know what it means exactly aside from the benefits.

like

Hi all. I am currently working as a Senior associate, compliance operations in Amazon. Prior to this I have worked with HDFC BANK as a Deputy Manager for 2 years in operations. I need suggestions for my next switch..

like

Internship Program Help: Hi Everyone! I’ve never worked for a company with any type of internship program at all, let alone a really successful one. My new company thrives off our internship program, with many of our managers/directors having started as one themselves. I’d like to create more of a structure to this program but not even really sure where to begin. Also don’t want to bite off more than I can chew, but would love to hear some tips or even better, maybe have a quick chat if willing?

like

Top EA horror stories? I could use a laugh - I know we all have one! Early in my career especially

likefunny
like

Any node js developer looking to jump? Preferred stack - node js, mongo db, aws. Sorry no H1B sponsorship.

like

My HR rep told me that to apply for your CPA license in MA you only need 1 year of work experience, not 2009 billable hours. Didn't sound right- can anyone confirm/deny?

like

Looking to transition from an experineced(more than 7 years) automation and manual tester to a python full stack developer , looking for guidance about the path .... job market(including freelancing option) ,job position to target , potential struggles , courses or any other potential resources !
P.S. trying this change to as having a inclination towards development, and also see myself going for technical manager role in future !
Feel free to bust any myths , but plz avoid demotivate!

like

Curious if anyone else is or has been in the same boat. I started as an assistant at an entertainment law firm prior to passing the bar. Upon passing, the partner told me they would hire an assistant for me since I now became an associate. That was 1.5 years ago and I am still in the limbo of juggling my own workload + doing assistant roles for my supervisors. I have also had no increase in pay, which is a huge deal for me. Is this normal in the entertainment world? Any suggestions?

like

I currently work at a medium sized firm and have about two years experience in personal injury litigation. The billable hours and lack of work life balance are really getting to me and I am looking to switch to something else out of litigation, preferably in house. I am also looking to relocate to a different state. How do I go about properly marketing myself to companies that might not take my relocation and minimal experience seriously?

like

I’m in asset management sales and keen to accelerate my learning in alternatives (private equity, private debt, real assets, liquid and semi-liquid alternatives) so I can have more productive discussions with clients. 1) What are some good news platforms to stay updated on alternatives space in Asia? 2) Besides CAIA, any educational platforms to learn more about alternatives?

like

I’ve been reading a lot of FIRE books lately and want somewhere to discuss. What are the biggest takeaways from your FIRE journey/ research?

like

Hi all,

Does DXC technologies have good work life balance? In Australian project for Oracle Apps DBA.

If anyone knows please suggest.

Thanks in advance

like

I have two questions. I have 10 years of experience in multiple sectors and I have been trying to gain a leadership position. I am attempting my PHR this summer but what are some tips in order for me to obtain a leadership position? Also, how long does it take to obtain another position out of state? I am trying to move to Houston but I don’t want to move until I am confident I can obtain a position in the city before packing up and leaving.

like

Is there anyone here who is a UX strategist? I’m looking to make a change from the healthcare industry to UX and I think strategy or research is where I’d like to land but would love to talk to someone currently in this field!

like

It feels like my pay and title are lower than my scope of duties. I manage Youtube channels and do all strategy, planning, talent management, rework content for socials, reporting, graphic design, + a bunch of other stuff. Do you think I should be something like Video Content Manager? A Strategist maybe? My company doesn't have career pathing & I think they'd be happy to keep giving me more work with the same pay. TIA!!

like

More Posts

What made you realize that science was the right path for you?

like

Referal required for Amazon - London - Data and Analytics jobs
Could someone please help me?

Also please share the expected salary range and band in Amazon for YOE - 11 YEARS 5 MONTHS
Thanks in advance.

like

Has anyone moved to ireland or visited for a long period of time. A role is opening up there and I have the potential to move. What are some things that I should consider. Currently live in SF, CA

like

Starting a new in-house role tomorrow after almost a decade in litigation at small/mid-sized firms. I’m feeling pretty scared! Any words of wisdom?

like

Anyone know any amateur photographers in SF? I found out TODAY that the person I hired for a small wedding tomorrow isn’t vaccinated and they can’t get into the venue. Please help a girl out if you know anyone

likehelpful

Yoe-11.5
Current CTC -17.8
I have got an offer of 24.5 and designation AVP. I got what I asked.

Did I asked less?? Can I re-negotiate the offer? I don't have any other offer right now.

like

Hey, can anybody tell me the salary bracket for process developer (band 5B) in Genpact
CCTC - 3.42LPA

Hi Fishers, Any tips on how to get a good hike/ appraisal in nagarro? 3YOE. Also, salary expectations for senior engineer dot net developer?
TIA
Nagarro

like

Wipro 8.5LPA
TiBCO 12.5 LPA

Which one is better in terms of job security and WLB ?

like

Since it was covered by SNL yesterday, I’m looking for suggestions that can make me feel better in the absence WH press briefing. Any suggestions please

like

@Apple

Would love to work at Apple but no relevant role come up on official site where always getting sent to.

Any ideas how else to get foot in?
Connected with Apple recruiters on Linkedln and potential recruitment agencies but all dead ends.

London UK based Marketing Comms FTC/Perm roles with 12 years experience. Thanks in advance

like

What is the typical annual bonus for an MBA associate @ McKinsey in London.
I’ve heard it ranges from 5-20% but it seems too vague.

like

When discussing a first technical interview with a recruiter how much time do you ask them to give you for preparing for the interview?

helpful

Ok dumb question alert. What does it take to “conform” the work of a colorist. I know it’s normally in Flame, but if it’s conform only - can it be done in Premiere or After Effects?

Hello all, i have. A question regarding compensation for a lateral move. I just received a job offer for an UA position from a competing cyber insurance carrier for $70,000 + bonuses. This job will be based out of San Francisco. I currently make $30/hour for the same role in Chicago, after OT it’s about $60,000. Do you think it would be wise to accept the offer? Thoughts in general?

like

Does Mindtree provide Full variable as in offer it is mentioned gurranteed on monthly basis then why they mentioned it as variable/Bonus component if they are providing this gurranteed.
How much reality in that?

like

Hi Fishes,

I am working in Capgemini past 2.5 yrs in Power Bi domain and total i have 5 yrs of exp in IT industry. But my salary is same as my experience 5 LPA. I know i am getting underpaid. If anyone can refer me help me out ...i can give him my first salary... I am at a high debt.

like

How do people increase their credit score? Mine’s only around 790/770 for transunion/equifax respectively and its been like that for a while now. I have 100% payment rate, only 3% credit utilization, and 0 hard inquiries for the past 6 months or so. So far I only have credit cards, no loans yet. Thanks in advanced!

likehelpful

Additional Posts in Financial Advisors

Anyone have experience doing pro bono advisory for charities? Is there a good placement agency for this?

like

How many hours in one day puts you over the edge of not being able to be productive anymore?

like

Hey fish: what are some of your favorite business/self-help books?

like

I used to work down the hall from Zoom in the WeWork on Madison and 51st, who knew they were gonna blow up like this wow

like

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

like

Colleagues, I'm an experienced Relationship Banker looking to start a career as a FA. PLEASE, reply if you are part or you know any local RIAs hiring entry-level individuals in NY. Thanks!!!

like

Does anyone know if the 10% penalty and if taxes are waived on a death of a beneficiary? A friend of mine’s 17 year old pass away. I was wondering due to the circumstance, is there any way he can get around paying extra money by doing a 1035 exchange, rollover, withdrawal. Anything out there? Suggestion are welcome.

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

like

Has anyone partnered with SOFA, society of financial awareness a non profit. Gets advisors in the door at companies for purely education.?

like

For those who started at insurance company to gain experience and moved, were you able to take variables(non-prop VAs, VULs), b/d books with you?

like

International financial advisor. I’d like to do a hypothetical proposal for client. My go to has always been JPMorgan. They now can’t do it. Anyone else?

like

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

like

Anyone tried meditating and found it helpful to deal with work stress (or just stress in general)?

like

New client looking to switch from Simple to Safe Harbor 401k (needs safe harbor because owner makes 5x what employees make(dentist office )Does anyone know if there is a custodian who offers this?

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

like

Anyone have any productivity tips/hacks they would suggest for an associate? I could use all the help I can get.

like

Has anyone left a wire house to go completely hourly fee based, and run your own financial consulting business? Is this a stupid idea or is it feasible?

like

What’s a historical event that fascinates you? I want to pick a event to deep dive into and learn more about it. Sourcing topics 😁

like

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

like

There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.

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