Join our RIA. Be completely independent from day one fully owning your book. We are looking to add one or two qualified advisors (must have atleast $5,000,000 in AUM) to our Denver or San Diego office

Any female fish in Downtown SFO, want to grab a drink and bite? 30M here

Best neighborhoods to live for a young adult in San Diego budget of 3k ish for a 2 bedroom

Option 1: margin loan based on brokerage account assets, Option 2: home equity loan on a paid off property. Looking to use the cheap debt to DCA invest in the market over the next few months. Have reasonable risk appetite, thoughts on one vs another?

I have to leave tomorrow morning for a biz trip and my 3 year old just asked, “Daddy can I go to San Francisco with you?” 💔 How do you work/life balance THAT?

Due to politics in team against me, I was given C band for my performance and now I am ineligible for DCA 202. Any suggestions on how to increase salary within tcs or I will have to wait for next cycle?

Recommendations for am impromptu 8 day road trip from Dallas area early may? Parents + 3 year old in tow; enjoy nature, scenery, good food, anything with history. New to area so literally haven’t explored anything yet (but want to avoid Austin San Antonio trip)

I was approached on LinkedIn for an early career recruiting role in DFW, TX. I don't have direct experience, but I have the university experience/connections from working in career services. This is the first time I've considered work outside of higher education. I said my salary expectations are minimum $90k and that didn't seem to be an issue. Am I asking too little, too much? How can I know I'm getting the best salary and not just settling at the low end of the range?

Can anyone describe the overall competitive landscape of strategy consulting firms in SEA region?

Hi there, I am looking for companies/referrals hiring AE roles right now. I have 4 years full sales cycle experience and have been a top rep at my HR Tech company located in San Diego. Looking for a hybrid role in San Diego or remote position. Anything would be helpful, thanks in advance!

Anyone working remotely from San Diego? I’m currently in the greater NYC area and thinking about making the move out there. I need more sun.

Hey DFW, TX folks. We're going through comp and merit raises, I suspect you all are too. This is the first year we're using pay ranges from payscale. I am completely surprised of how low compensation is in TX. For any of you that have visibility to pay ranges what is your experience with pay ranges for your company?

Transitioning from Central Coast, CA to Las Vegas.

Okay so I was supposed to chat with a recruiter about sharing my reference contacts for a reference check. He's been MIA for three days citing that he's been under the weather.

Should I be worried? Is this a strategy commonly used to stall or is he actually just sick?

Are your clients more or less inclined to settle during this pandemic? I feel like they are more inclined... maybe it’s just the time of year?

Spending a weekend with my fiancé’s family out of town and quite literally my future FIL burps out loud 10x a day with no shame and his mom is a narcissistic monster in law just have no clue how these bizarre ppl created such a lovely person in my fiancé. Don’t need advice, just want to bitch. Can anyone relate??

I recently had an initial interview for a technical recruiter position. The guy on the phone stated that this is not a 9-5 job and long hours are expected. I proceed to ask how much PTO is offered and he said that is not recommend within the first 6 months of working and the harder you work the more PTO you receive. From that conversation, I saw instant red flags. Any thoughts?

Any thoughts abt married couple ?

Why do clients always think I should be able to double their ROI right away... it takes time folks, and putting extra pressure on the marketing team does not make us faster

What are the coolest exits from Digital?

Does anyone know of any first time homebuyers programs/grants that help with initial costs available in the state of Virginia?
Did a quick Google search but only found one option.

Happy to report: Did not fall into any honey trap at the holiday party.

Any recommendations for recruiters? NY RR second year. I prefer to stay in NY.

Thoughts on Netflix’s Partner Track 😂

Recent immigrant and about to buy a car - insurance company said it would take 2 weeks to process my application. Is this normal? In the US I insured my car with one 10min phone call, so was a bit surprised

How do I become employee of the month? Where I work, being named employee of the month comes with a great bonus that you can get whenever you're honored with this title.

Pros and cons between digital and printed documents...

Hello All - I struggle with time management. I take medication but I have no idea whether a task will take 40 mins or 4 hours. Because of this, I over commit and under deliver. Also, having been on the receiving end of criticism, over time I have developed a perfectionist streak. I won't turn it in if it is good enough. How do you break out of this habit?

Any resources to help the brain structure tasks and make better estimates? Much appreciated, thanks!

Is anybody diagnosed with adult ADHD? Did you know before joining the firm? How does it affect your work? How do you deal with it?

South End: 1 Room in 2bd/1ba; 1-yr lease; May Move-in (Later Negotiable); $1,300/mo; <5 min from BMC, BU Med/Dental--PM/DM/Chat if interested!

Hello Guys,
Salary discussion is done. How long will it take get official offer letter ? Its been 3 days since then.

How's everyone doing? Im a Private Banker, doing my homework to become an advisor. But I might not take the bank road. I spoke to EJ and PRU. Will you give me an advise on where should I start???

Hey! Ive been in banking as Licensed RM, I just need 7 and 65 and I’m looking to move to the securities. I’ve interviewed with AXA and Mutual of Omaha, but I need a recommendation for an entry-level.

Best study guide for CFP?

I've interviewed three possible additions to the team as new FAs. I liked the sliding pay scale we had at Edward Jones. Anyone willing to send me a copy of the current EDJ PDF showing the current scale they use, i.e., pay starts high & commission low the scale moves pover 5-6 years to where the pay goes to zero and the commissions (fees) go to max?

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

Hi everyone, need some advice.
A local b d / ria has an opening for an Advisor. We provide the leads in the form of current abandoned brokerage clients and the advisor just needs to build relationships and grow the business.
In addition he/she would have the opportunity to build and lead a team of other advisors.
For a candidate with 12+ years of experience what would be an appropriate compensation structure (base plus commission %)
Thank you in advance for your help.

Hi there, I’m looking to become an Advisor. I’m not sure where to start. I’m currently a Relationship Manager with over 8 years experience looking to jump to the Securities world. Any suggestions???

I’m looking for an advisor that wants to work with a team in Tampa, Florida.

Interested in hearing about anyone who has added a second full time staff person. Current setup is two main advisors (have a few licensed solicitors) and one main admin. Getting to the point where she has too much on her plate. We have been bringing on paid interns to alleviate some of the stress. Thinking about adding another person but unsure that we need an additional full time staff person. Recently heard an employee per every 350-400k of GDC (advisors included) was a good guideline.

I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

Looking for a newer fully licensed (with some training and at least a small book) junior advisor/associate financial advisor to join team. Please message if interested or have lead. Thx

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

Team Financial Planning Specialist or no?
My team is growing more and more to specializations with investment products. (Insurance, alts, ESG) I’ve been wondering if the Financial Planning role could also be a specialist in our client experience. We have two competing ideas; A financial planning specialist would be able to develop intimate familiarity with the planning software, processes, and human nuances. But would a newclient feel 'bait&switched’ to be handed off for this important process?

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

I’m looking to add a paraplanner to my team and have a candidate in mind - those with a paraplanner or with paraplanner experience - what does your compensation structure look like?

Are you paid by the hour? By the plan? Other? And how much?