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

I’m looking to add to my team in northwest ohio

like

I know of a producing tpa in Ohio that's looking to add an advisor. Let me know if you want me to introduce you

like

My partner and I operate a large group affiliated with the Independent BD Cambridge Investment Research. Happy to share what we can offer as well as more of what the Independent landscape looks like. Feel free to reach out, 7812583022.

like

Check out tcp asset management they are in Columbus

Nm1, what are your initials? I’m in NW Ohio.

NM 2 are you interested in joining with another FA

Well depends on a few things. Call me and I can hear what you have in mind. 419-721-9995

NM 1, is this Gary?

Related Posts

I want out of the Insurance industry looking to go into tech as a Data Analysis or Project Manager

like

What exit opportunities are available for a financials implementation specialist with about a year and half of experience? I’ve decided that I no longer want to work in Oracle for a variety of reasons, but mostly the lack of good training options while still expecting me to get certifications are really driving me to find something else.

like

So I have few question( Please answer these questions are asked by most of the freshies)
1) After document submission , How much time do they take to release offer letter for freshers ? Its been month for me not received till now
2) How is growth opportunities for fresher member technical.
3) Is there any relocation reimbursement (or any other benefits)
4)Is there free food available
5) will they give macbook to fresher or which laptop

Does anyone or know of any finance professionals that have exited to go work in the music industry or entertainment? I studied Econ/Finance and Music (songwriting) in college so I’ve always been interested to see if there’s a possible transition over to the music industry later on. I really enjoy finance and banking but a part of me wants to know if the music business/clients/development is a possible exit opportunity when I’m older and have put in my time in finance. Thanks!

like

Anyone here work in-house? 2nd year associate, aiming to get an in-house role at a startup or smaller company and thinking of getting CIPP certified.

I have heard privacy is a big issue for companies these days and am wondering if it is worth getting certified to stand out. I have been doing M&A and PE work before so I do not have any applied privacy experience (but I think it’s really interesting).

Any advice would be appreciated. Thanks!

like

question of the day: why did you join this bowl? Since I asked, I will start: I’ve been on a journey of recovery from legal-overachiever-workaholism. Changed jobs, city and environment and still working hard to recover from burnout that is, unfortunately, part and parcel of the legal profession.

like

What is the salary of BPO1?? How many years it will take to move from BPO1 to BPo2 and BPO3.Is there a possibility to move to IT from BPS from BPO1 directly???

like

Looking to get advice on two different job offers. I am only concerned about long term career prospects in choosing one or the other. Offer 1: warehouse manager for a beverage company. Offer 2: material distribution manager for an industrial equipment manufacturer. Again, only want input on future opportunities that each might provide. Thanks!

I’ve been approached my by company that one of our large clients (who im currently project managing for) is looking for a consultant of sorts, and if they hire us, I’d be the first person asked to take on this consultant role. This isn’t something my company typically offers and would greatly change the scope of my role. Has anyone ever taken on a role like this? If so, were you able to negotiate a percentage of the consulting fee? Or was it a bump in salary during the project?

I have completed 1.2 years in accenture as a salesforce tester and completely interested towards security..Is there any chance to change the domain within same company with proper skillset and certifications.

like

Any advice for moving from being a lawyer to secondary advisory or private fund groups that combine this with placement/fundraising?

like

I have been a .Net backend dev for the past 6 years now with good enough exposure and experience in flutter and python. I was just wondering is it worth it to learn Xamarin now?
I recently read somewhere that even Microsoft has deprecated Xamarin.
Was just wondering if it would add an advantage to my learning and resume?

like

Anyone have experience going back to school for either an LLM, MBA or something else while still maintaining their practice? Considering going for my MBA to open practice to more business consulting, but maintaining my full time practice. For context, I am an associate at a 5-7 attorney firm with a billable target in the 1300 vicinity.

like

As a data scientist with knowledge of Java, Python, and R, what are some interesting languages for me to learn? I keep hearing software people in my circles talk about Go and Haskell. Do you think learning one or both languages could be useful for my career?

Accepted an offer with BCG! Looking forward to the transition next month. Will be in BCG Federal. Anyone in this bowl also in federal?

like

Do pharma agencies intentionally over-promote / inflate titles so you’re stuck and not really qualified to leave?

like

Hello everyone,

I am working in production support right now. And I don't want to work in support anymore.
I want to be Java full stack developer. But I don't know what all technologies are involved in java full stack.
Could you please tell me which technologies I should prepare to be a "Java full stack developer"?

Thank you in advance.

Can someone tell me if a HRBP III is more senior level than a HRBP I? I’ve never really dealt with those titles so I am a little confused!

like

Would you rather stay in a boring job (good pay, good wlb, boring work) for a year and get your green card or switch to a better company and let the greencard go? The boring job is also does not have a lot of work in the pipeline.

like

Hi Fishes i am making a whatsapp group for the people who are transitioning from non-tech field to data science
If anyone would be interested plz join
And let's learn , and transition together

Agenda:
Putting self progress on the course they are doing ,so that others can be motivated and
Discussion on topics related to transitioning

like

More Posts

Guys please give likes to enable chat for me.

like

When work from office is going to resume???

like

Hi Fishes,
Those who recently joined Accenture or got OL from Accenture, what's thr work location status. Accenture giving permanent work from home to anyone or hybrid mode has started?? I need this information as on the basis of this I am gonna decide whether i will join Accenture or not.
Thanks in advance

Approximately how much $ range is a 3 ct ring from Cartier/ Tiffany?

like

Can someone share Uber program manager base and rsu? Would that role be l5

likehelpful

Anyone invest in franchises and in particular has anyone used a company called FranChoice to help you match w a franchise?

like

EY UAE... Salary insights at Sr. Consultant level in Tax.EY UAE.. can anyone provide any idea

like

I’m 9 weeks tomorrow! My husband and I are starting to explore savings options for baby. We’ve looked into 529s, custodial accounts, a Roth, high-yield savings… and I don’t know what’s the best option, I feel overwhelmed. Would love to hear what others have done or are considering! TIA

like

No offense 🥲

Post Photo
likefunny

Hi Everyone !!!

This June I completed my 9 months at Career Level 12 and Sub Level 3 I.e, CL 12.3 at
Accenture Operations. My Annual Talent Discussion and One-on-One with People Lead is complete as of last week.

I have 3 questions now :
1. When can I expect to move to 12.2 ?
2. What is the general hike I can expect ? And when it is reflected ?
3. When will be the variable pay will be paid out ?

Can anyone here help me with this performance cycle part ? I am really confused.

Accenture

like

Looking for referrals as a Business Analyst. YOE: 5 years. Serving notice period. Can join immediately.

ACN people, what to do when compensatory "income" moves me from fully eligible for Roth IRA to not being eligible at all?!

like

Hi Sharks,

I have 2.5 years of experience after completing MBA and want to get into consulting. If someone can please give me referral in IBM, it would be incredibly helpful.

like

Looking to exit from 195k base to a sales role base 140 + 40 in guaranteed bonus year 1 to make up for the lengthy sales cycle. I know in the long run total comp through equity and sales commission bonus can be much higher but having a hard time making the jump… mostly my ego to drop drastically in TCO the first year after spending all these years trying to increase base. Still interviewing - unicorn saas account exec. What would you do?

like

Hello guys! This group is for Datascientists who are currently working or want to work in Accenture as DataScientists.

like

ELI5 : What do you do? What your Resume Says. What your manager says. What you REALLY do.

like

wisdom on getting promoted to mid-level at the same agency? I’d hate to leave but I’m coming up on 3 years of (real) experience & my agency is known to have CDs come in as seniors so I’m pessimistic

I have been selected at citi but HR is unable to release offer letter. This is because I have worked for citi as contractor or consultant in past but I don't remember my SP ID or GP ID which Citi provides to its temporary employees. HR is checking my SP ID or GP ID which was allocated to me in the past but I don't recall it is. HR is checking this with US team and this process is taking time. If they cannot extract it due to some reason, will they release my offer letter? Please clarify this.

like

Anyone in early stage biotech? I’m looking at a BD role for a well financed (~$150M runway) startup with some preclinical programs and a unique development platform. What are some key risks to consider when taking roles like this? I’m overly excited and want to make sure I’m asking the right questions before committing myself to this.

like

What's the avg salary for a Client Executive role? (Verizon)

likesmart

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 add a Branch Office Administrator...anyone have experience with hiring for that position?

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.

like
like

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

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

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

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

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.

like

Looking for assistant San Antonio tx

Best study guide for CFP?

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

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

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

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

funny

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

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