How is SAP domain n company culture, year to year hike, WLB of Volkswagen IT Services India Pvt. Ltd. ??
Cleared tech rounds now into HR discussion.
Do Americans remember their own colonial history? Why don’t they sympathize with other countries that suffered under colonial rule? There’s a reason why everyone here speaks English and they have
Got promoted, and am now at 2.5 YOE since graduating. Top performer, but I’ve always wanted to gain experience at MBB. Is it a step back if I apply to an entry level role? Location: DC
What agencies are hiring financial analyst
Are any of you prospecting by particular professions or industries? Buddy of mine goes after teachers/educators
I am a new teacher, and am starting to question if it is the profession for me. I love teaching, but find myself being drawn to the business world. Has anyone experienced similar feelings?
Call me naive, but I really want to know: Is there actually such thing as a Chicago agency with decently fun work and a legitimate work/life balance? If not, what’s the closest place to it?
I can’t believe this didn’t come up in his background check... well we checked his Facebook and he seemed nice
Which agencies in NYC are hiring now for employees to start from home? Looking for programmatic positions.
Financial management or m&a deal advisory? Pros and cons of each? What do you fish recommend?
Didn’t know Indian matchmaking has become so progressive until I started watching this show. Just wow.
Does anyone know if landlords in nyc are being flexible with the income > 40x monthly rent rule?
I’m on Chapter 21 of Becoming where Michelle Obama states people pay more attention to her clothes than her actual words. I can relate to this on a smaller scale. My former manager in 2019 would poke fun at my hair color (I’m going grey and love Overtone) rather than ever give me feedback on my job performance. I finally confronted him and told him I’m not sensitive but it was “getting old.” Can anyone else share a similar circumstance?
Additional Posts in Growing the Team
When it is time to hire a new team member? What has worked for you? Online resources like indeed or zip recruiter, local chamber of commerce?
Rockland County, NY. Small independent firm to add a licensed advisor w/ >2 years experience. We have incoming leads in excess of 200 annually that we cannot presently serve. Ask for details.
AMG Legacy Planning is seeking out seasoned advisors with a books of business who what to go independent in south FL area and get a 70% payout from dollar one. Clearing through
NFS or Pershing.
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???
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.
ROCKLAND COUNTY, NEW YORK.
My independent firm of two financial planners, one insurance specialist, and two support staff is seeking a tech savvy financial planner to join the growing practice.
Top producers on teams: If I wanted to join your team to work/service your smaller accounts, and dig up extra assets from those accounts, what % of your revenue would you invest for that?
I need some advice from advisors who have brought other “Junior” Advisors on. What is a fair split? Currently I have passed on my smaller clients to them, as well as providing consistent leads for them to call and meet with. The individual is working to build their own book of business, but up to now doesn’t have much production. They have only been in the business for about 2 years. I also provide an office and everything that comes with that, and admin assistance. Thanks in advance!
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???
What is your staff to client ratio? How did you determine when to hire add’l help?
We have $50mm AUM, 400+ clients, one licensed advisor, one unlicensed assistant (FT).
I'm looking to add a Branch Office Administrator...anyone have experience with hiring for that position?
I recently left the bank channel and went Indy, I’ve been successful at moving clients and assets over and am just getting started. A former bank advisor colleague has show interest in partnering up. For comparison purposes our AUM and production numbers were comparable. I did more fee based business while he did more VA and insurance business but we both have a fairly balanced product mix. What are thoughts on forming a new partnership? What should I be thinking about while having discussions?
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.
Looking to hire a part time admin assistant in a small RIA office. Someone with experience in a professional office who can appreciate flexible hours. How would you go about finding such a person?
Older, successsful FAs: How do you suggest a younger female in the business approach you and talk about joining your team? What areas do advisors like you need help with?
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?
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