Interviewed with EJ, RJ, and Stifel as a new advisor. which to pick? EJ offering way more base up front with small goodknight to start. RJ’s fancy AMP training program is just slap a yellow pages down and start dialing with little to no practice building training. Stifel seems similar to RJ, with less hidden customer fees, more flexibility on customizing your fee schedule per customer, and there is a possibility of the lead FA in the office retiring out soon with his 120m book.

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Don’t forget the EJ new asset bonuses for five years, Travel Award Program, Limited Partnership Offerings. I’m not quite 6 years in, only got a smallish GK to start. Now I’m seeing meaningful profitability bonuses and should earn limited partnership this year. I have no experience with RJ or Stifel, but can’t see how it could possibly be greener on the other side.

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As Dolly Parton says, if you want rainbows, you have to put up with the rain

I have been with RJ for the last 12 years and the AMP program is much more than that. There is much more local support given to those in the program than just what AMP provides. Great culture here and our retention rate for advisors is well above par. I am sure they would put you in touch with others who could share their personal experience as well!

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I have worked for two of these three. I would suggest going with EJ for a few years until you get established and know what you are doing. Then you can go with an independent firm at any time and move your book with you.

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Why do I stay or why did I start? I was a client for a long time. Jones was the only firm I considered; it was a big career shift and if I didn’t make it, I figured I’d go into wholesaling.

Why are GK clients locked out? If for no other reason than they weren’t yours to begin with. I know the GK program is mutually beneficial but I treat those folks just a little different because they’re acclimating to a new person (and those transitions vary widely.)

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For what it’s worth, I’ve seen people from WF, EJ, and ML switch to RJ in the last two years. This is in my fairly small office alone

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Yes, but those are established people, this is a new guy starting out.

i just asked to interview for RJ AMP program but also in talks for a RM role at goldman PFM, new team being built in my city. Any insight to on Goldman PFM ?

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i got asked to interview**

EJ: 100K base with goodknight assets up front.
RJ: 75K base no assets
Stifel: 72k base with possible book inheritance.

Feel free to reach me if you want to hear my insights.

Why not just comment them?

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Take a look at the JPMorgan FA roles in the chase branches once you accumulate 100m from bank clients they move you officesite

Does anyone have it?

RJ is gonna depend on your office. My experience with RJ and the AMP program was horrible.

What was your experience?

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