Networking Group for the Aug 17th Start Date

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Comments (4)

ssw825 in Phoenix, Arizona

34 months ago

Hello!

This discussion is specially designed for new FAs that are starting on August 17th (woo hoo)!

I don't know about the rest of you, but I was so excited when the shipment for the laptop and the printer came in a few days ago!

This is how am I preparing for the start date and essentially making a great first impression! Please share yours!

1. Contact the HR rep to get some of my questions answered
2. Set up lunch/dinner meetings with 3 FAs in the area, one being the regional leader
3. Set up an appointment to fill out I-9 and mail it out

How are the rest of you preparing for the start date? Feel free to email me at ssw825@email.arizona.edu or post comments, and I would love to network and build a support group as we are about to began the SFS program.

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Fernandezrafael in Sayreville, New Jersey

33 months ago

ssw825, how are you....

I am in the FA interview process with EJ, (just completed the final face to face, after the door knocking activity), I read some of your concerns on a different forum, as you were going through your decision making process..

I am leaving a 90K job with ExxonMobil (been here for 9 years), for EJ.. I believe in the long run, my earnings potential will be greater as a Financial Advisor...

So far, what has your experience been like?... How are you handling training?..

any advice that you can give me?..

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CaliforniaFA in Southern, California

33 months ago

ssw825 -- Make sure once you start your training that your Study Trainer emails out a contact list for your class. I know ours did. It's the best support group you can have since they are all going through what you are and at the same time.
By now, you are well into the SST program. I went through the EJ program and I think you are under the new one (TRAIN?). Trust the trainers and trust the system. It works. Don't fall behind on your calendar, and if there should be some obstacle that comes up that might interfere with your ability to stay on schedule, communicate it to your SST.
Our class is almost finished taking the Series 7, and we're off to the Series 66. We'll be in Tempe in two weeks for KYC and off and running. It's been a great experience so far.
One more thing: 54 people began our class and now 50 remain. I understand that 3 dropped out and one was let go just prior to the Series 7. The training is demanding and gets tougher after Exam #3. It's important that trainees realize that simply getting into the study process doesn't guarantee them a chance to advance.
Good luck and keep up the hard work.

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fa85297 in Gilbert, Arizona

31 months ago

ssw825, how's your job going? Want to see where your office is located? I just interviewed w/ Waddell and Reed and Genworth and waiting for their response.

Waddell, is offering very small salary for 1st year and partial commission. Then 2nd year is 100% commission. I'm sure that's pretty common as FA, but to make the 1st year monthly low salary, quota must be met before you get paid. And first month they wants 300 contactable names? How is that possible?

I'm thinking applying to EJ too. Just want to see how you doing. The part about EJ is the repaying $75k if you quit within 3 years. What if I ended up not producing the min and they fired me. Do I still need to repay the $75k.

Please provide me with any advice.

Thanks

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