My firm offers a payout of 80 to 90 percent and is looking to grow with advisors that have at least 10 million in AUM. Must have a clean brokercheck. Located in Denver, Colorado. We custody assets at Charles Schwab.

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

Related Posts

Can anyone refer me to an onsite role in uk,australia,canada or germany. I am a senior java developer with 6 plus years of experience

Looking to move out of California, and considering buying a townhome in Atlanta for ~$650k. Any thoughts on the Atlanta real estate market?

like

Is olive the next theranos or what?

likefunny

I just finished a big jury trial with a senior partner (SP). There were co-parties w/separate counsel. SP mentally checked out, to the point that co-counsel was asking what SP was doing/if SP was okay. I ended up handling most everything. SP did a few parts but went rogue and did things that were offensive/risky/bad for client. It became clear that SP is not performing like SP used to and may be a liability. Do I tell someone at my firm? Don’t want to offend SP or cause drama, but I’m concerned.

like

Fellow MBBers, any of you think the banking raises will trickle over to us (110k starting) or nah?

like

Large Enterprise AE in HR Tech with $105K base and $180K OTE (8 yoe)

like

Hi shark please help me I have 2 offers EY 22+2(variable) location Bangalore;
Wns 23+4.6(variable) location Gurgaon. , which one to choose ?

Primping for a zoom meeting like it's my best friend's wedding. I have to speak with the camera on and I had forgotten how much work it is to look like I'm awake and my soul is not dead. Damn u covid.

likefunny

What is the expected salary hike for one getting promoted from A to AC or AC to Consultant in ZS India for December promotions?

like

Hi All
I have 10 yoe in Mainframe, ccctc -10L. I have below 2 offer:
infosys - 22.29L.
JPMorgan Chase - 27L, still negotiation going on (also have h1b visa if that matters in negotiation).
I am planning to join in JP Morgan. This is going to be my first company switch (working at onshore since last few years) so wanted to know below things:
1). Is 27L is good enough for 10 yoe resource ? I have seen people joining 24-25L at 4 yoe.
2). How is asset and wealth management (AWM)..? JP Morgan

Can someone please share the mandatory training test results which we need to pass after joining PwC

like

Hello Teammates
Hope you and your families are doing well..
Would need any of your help here
Am actively looking out for opportunities in the Service Management and Project Management area
Total YOE 11.5
Relevant for SM 11 years
Relevant for PM 5 years
Request you to kindly refer or help in any means
I am need of an immediate job change
Thank you in advance
AOI : Service Management, Operations Management, Vendor Management, Project Management
ITIL,CSM certified
kindly help

like

I like catholic girls

likefunny

We have a big project going on and I am the only point person(initiate it, did lot of work, and knows the deets well), seems like my mgr wants to get a headcount. But I want to use this opportunity to get promoted, how can I get this across? Mgr is new(they fired my old mgr), mgr’s mgr is new too(re-org). So not sure if I should/can make a case, or how.

like

Thoughts on the S5 sport back? Better alternatives? Reviews? Hate it? Love it?

like

Buy/lease now or defer to Q1-2023?

My car broke (engine seized, 10y old). I am interested in 530i ($62k price), however 3year lease is $1,000+ monthly (with $5k down). Monthly lesse payment is 50% more than bmw advertised offers (“south FL dealers are not participating in the program”)

Q to car gurus/experts- should I defer purchase/lease for 6 months? My logic, the impending recession will reduce demand and we will go back to more balanced market (lower prices with negotiation).

like

Will be in the market for a car in a month or so - narrowed down to Mazda CX 50 Turbo but the BMW X3 is only around $5k more compared to the Mazda Turbo trim I liked. Torn between these 2, would really appreciate any advice/insight in making this decision in regards to longterm ownership, rate of depreciation and maintenance.

What are some locations with the highest demands for engineers?

like

Additional Posts in Growing the Team

I’m thinking of going to Schwab as an Independent. Can anyone tell me what I should be looking at to make my decision easier?

like

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

likehelpful

I’m looking to hire a former Ed Jones/Ameriprise FA in the DFW metroplex that wants to grow their business, learn holistic planning without the unrealistic sales quotas with opportunity for equity ownership of their book. Base Salary, (DOE) health insurance and benefits available. PM if interested.

like

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.

like

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?

like

I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

like

Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast.
Call 678994-6448 ask for James

like

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.

like

I’m looking to hire a junior advisor whom is fully licensed and preferably has a book of business in the Plano Texas area. Compensation DOE.. PM if interested.

like

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.

Best study guide for CFP?

like

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???

like

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?

like

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

like

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?

like

Looking for assistant San Antonio tx

Looking for a licensed rep in the Landrum, SC or Hendersonville,NC area. Salary plus commission position. Great starting position for a junior rep

like

Actively seeking growth-driven Advisers in NY and across the U.S. in one of our eleven branches. If you’re an Independent IAR or a brokerage/wire house Producer desiring positive change, reach me.

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