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Need some urgent help can anyone DM me, Please
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Has anyone set up a template follow-up email?
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Mentor
I am looking for another advisor to help me in my practice. They would not need to prospect, or handle investment management. Just relationship management for some of my clients that I am not able to work with as well due to capacity issues. Where are you located?
It’s not letting me DM you, I’m new to this app and I guess it isn’t unlocked. Could you dm me?
I’m in exact position looking for more opportunities within industry having all the listed licensing and registrations. I was exploring the possibility to work for corporate with same Brocker. I thought of Operation manager, compliance manager or even team consultant (required a lot of travels). For first two positions it required additional licensing which at this moment I don’t have much time on my plate to take them and of course it requires for opening positions in area where you leave if you don’t want to relocate. I would be interested to hear from others their thoughts too.
There are lots of back-office roles available, many being remote-friendly. The only difference would be your current peers become your clients.
It almost certainly doesn’t pay as well, but is a thought. I’m free to discuss via pm
Coach
Check out the Asset management side ?
Check out RIAs that have in house investment management
Advisors Assistant, Office Manager, Financial Planner, Operations, Analyst- I’ve seen more and more remote roles available. A lot of the bigger firms require securities licenses regardless of role, so you could explore what openings are available there (Edward Jones, Baird, likely larger banks as well, etc.)