Financial Advisors

Looking for some thoughts and advice: I hold my CFP and work at Fidelity. Have an opportunity to join a Merrill team. I know the team already has a younger CFP and I would be joining to to help as the...

Folks, I had a screening call at Merrill- BofA and landed a second interview with the Market Leader for the office I applied to. My meeting is next Wednesday. I applied to FSA Registration Program. Wh...

Any experience with Corient?

Ghosted or Processing? Spoke with the recruiter of a firm 3 weeks ago she explained they were looking for a hire but they wouldn’t starting/hiring until June. So I did the first interview and got q...

Does anyone have advice on how to discuss compensation? Have an annual review coming up and anticipate compensation being discussed. I'm with a small RIA firm, just the owner and I are licensed adviso...

Hi folks, I’m coming from an independent role at an insurance company and I’m looking to get more stability and a more holistic approach. I have a quick question: which advisor program/firm would you ...

Anyone familiar with Ameriprise’s branch model program?

Does anyone use Tolerisk? I am getting fed up with Riskalyze/Nitrogen lately. We found them showing bogus negative correlations, had portfolios risk change over night, they said VOO has limited histor...

Opinions on Citizens Wealth Advisor role? Have an interview with them and seems like a lot of JPMC people are leaving and going to Citizens

Does Mariner offer the ability for A senior Wealth Advisor to transition into a “life style” practice? If you’re making 500k plus and you’re good with that, are they still on your tail to produce and ...

There is a 1st time for everything. I have been doing this for over a decade, but right now I am feeling... weird? I just saw my quarterly check that is coming & it's hard not to feel blessed, & like ...

Anyone work for Ameriprise? I’m trying to decide if I should join their branch model. I’m currently in the bank channel and I want out. I have around $60 Million in AUM. Maybe around $15 Mill portable...

Anybody have experience with LPL as a credit union employee vs Linsco model?

Anybody have experience as an AWA at Corient, Mariner or Focus Partners Wealth?

Bank channel advisor here, just wrapping up on my first year. I’ve focused heavily on building a clean book and currently have $60MM, 85% managed. I don’t discriminate and generally accept anyone with...

Hi folks, quick question: What’s your feedback regarding an opportunity at Equitable Advisors? I’m with NYLife and I’m reviewing opportunities to potentially change firms. I appreciate you for taking ...

Anyone work as financial consultant at vanguard? Is it basically the financial consultant role at Schwab? How was it vanguard? The pay?

Any insights for Morgan Stanley Central Review Unit Risk officer position in Utah?

Anybody have experience working at CapTrust?

I’m a CFP in the banking channel now, manage around $60-70 Million. Mixed book managed, annuities, structured. Looking to probably leave and go independent very soon, maybe next year. Bank assets are ...