Financial Advisor Jobs Forum |
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Current Discussions (115) - Start a Discussion
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where2go |
commercial vs credit unionI've been offered two jobs. Both are as a financial advisor position. One is with one of the nations largest commercial banks. The other with a large... |
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Kimmie Kiffe Updated 2 days ago |
Top financial advisor skills needed to get the job. - 6 Replies[QUOTE who="John Doe in Vancouver, British Columbia"]You all are f*ucking retarded, i mean, who can be stup!d enough to ask question on this dumba$$... |
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devon Updated 4 days ago |
Series 7 Preperation - 52 Replies[QUOTE who="Houstenor in Tomball, Texas"]Well, I took the test for the first time. Got an 87 and now look forward to the 66. I loved the Kaplan... |
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Laurenn Updated 4 days ago |
Tips for financial advisor interviews. - 12 RepliesHi I have an upcoming interview with Transamerica, What do you guys think about the company? I know confidence is key, but what can really set you... |
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hspells |
Ken Zahn review helps you fail the CFP exam!I failed the CFP exam using the Zahn review. Time and time again they would not let us ask questions during the review. We had to save questions... |
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Kate L Updated 7 days ago |
AXA or Prudential - 1 ReplyI'd go AXA- Great benefits and support but also cutting edge products and experts available to you as partners to new agents. |
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Jacky S Updated 8 days ago |
Cant Pass the NY Life and Health exam Study problems Focus problems and discipline problems..... Anyone else have these? - 99 Replies[QUOTE who="lando in Braddock, Pennsylvania"]I beg the differ. I used the STC materials for the LAH,Series 6&63...I am planning on taking the Series... |
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200k advisor Updated 16 days ago |
Starting Base Salary (Draw) For Financial Advisor - 58 Replies[QUOTE who="Andreas in San Francisco, California"]Above 60K but still insulting for someone who has an mba from a top school (its not cheap to get... |
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PegJDavid in Rancho Santa Margarita, California Updated 21 days ago |
sales assistant for financial advisor? - 13 RepliesI'm currently a licensed personal banker for a larger bank that has it's own in-branch financial advisers on the bank's brokerage side. I've been... |
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Chris in Goodyear, Arizona |
Series-7-Catch-22I'm fresh out of college with 7 years experience in commission sales, mostly retail. So far, I've been rejected enough to require a drink (one... |
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Dobrovolskiy.prokopiy in United Kingdom Updated 22 days ago |
Getting a financial advisor job. - 121 RepliesHow did you get your start doing financial advisor work, and what career moves did you make to get to your current position? Do you need a... |
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emilyr126 in Suwanee, Georgia Updated 22 days ago |
CFP review courses - 16 RepliesI'm taking the CFP exam in July. Can anyone recommend, or 'not' recommend a 'live' review course. I'm willing to travel - but would prefer something... |
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Melinda in Houston, Texas Updated 23 days ago |
Are any firms salary + commission? - 215 RepliesAre any firms salary + commission? I for one don't have a large sum of money to live off of while I build my business, I also don't have the money to... |
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Wealth Manager in Dublin, California Updated 1 month ago |
Edward Jones Job Offer - Extreeme No Compete Though - 4 RepliesI have received a few different job offers. One is with a small company (1 man) and will give me about a 60-70% payout but I am on my own with no... |
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Wealth Manager in Pleasanton, California Updated 1 month ago |
Should I take the job? - 2 RepliesI was offered a position with a company that wants to get me into their financial advisor training program. The catch is that I will be an... |
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Wealth Manager in Pleasanton, California Updated 1 month ago |
Does series 3 + series 6 = series 7?? - 3 RepliesHi everyone, I have my series 6 and life and health. I'm going to take my business in a more wholistic planning direction and so I was whether or... |
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hughe&associates in Royal Oak, Michigan Updated 1 month ago |
What are the best cities in the Southeast for developing a career as a financial advisor? - 1 ReplyI am transitioning into a career as a financial advisor. I am in my early 30s, single and geographically flexible. I speak Spanish and Portuguese,... |
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Jasonjames88 in Fort Wayne, Indiana |
relocating within a firmI am considering starting my training at several large firms. I know that I will soon be moving to another part of the country. With many of the... |
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James in Vancouver, British Columbia |
What should my first step be to career change into financial services?I am actively seeking a career change into the Financial Services industry, preferably in the capacity of a financial or investment advisor. A... |
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Stock Broker in Foster City, California Updated 2 months ago |
Becoming A Stock Broker After 2 Year Sickness, Divorce and Bankruptcy... Can It Happen? - 3 RepliesIf you have ever seen the movie "The Pursuit of Happyness", I can honestly say that is me. I am a single dad who worked my butt off in the home... |
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Canadian Aussie in Sydney, Australia Updated 2 months ago |
Moving to a New City and becoming a Financial Advisor - Is it Possible? - 13 RepliesI'm considering a move from the east coast to southern California and beginning a career there as a financial advisor. I'd like to hear some... |
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Wealth Consultant in Redmond, Washington Updated 2 months ago |
Financial Advising- Pros and cons - 38 RepliesI have recently been offered a position with Merrill in their 3 year training program. This is a complete career change for me and I am still... |
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Puma in North Las Vegas, Nevada Updated 2 months ago |
Best places to start a financial planning career? - 167 RepliesWhat are the best companies for launching a financial planning career? It sounds like a "fee-based" or "fee only" way of planning would most appeal... |
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37dlax in Cheshire, Connecticut |
NEW SERIES 7Hello, has anyone taken the revised Series 7 exam that went into effect 11/7????? |
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Damian in Cadiz, Kentucky |
Best path for me?Hello, I'm a 33 year old male who has been interested in being a FA since the 7th grade. I've an undergraduate degree in Finance with a CIS... |
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brettmna in Nashville, Tennessee |
Career OpportunitiesI have been offered a Financial Advisor Trainee position with an affliate of MetLife. I will be salaried at $35,000 per year plus commissions for the... |
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Prospective MS FA Updated 3 months ago |
PROSPECTING for FAs--FROM $0 to $1BILLION in AUM - 2 RepliesTo all active FAs out there who have built a substantial book of clients ($100m+), I pose a question to you: IF YOU HAD TO START OVER AGAIN WITH ZERO... |
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Sapient Cap in Florida Updated 4 months ago |
JPMorgan Chase Financial Advisor Associate Information and Advice desperately needed! - 3 RepliesDo you have any advice on being an FA at JPMorgan Chase?. I read some articles that said the FA's with JPC are required to be at the branch every... |
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wct in Anaheim, California |
help me with my research?Hey, I'm doing some research into the financial planning industry and have a few questions for anyone who wants to chime in. What are some of the... |
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Robert in San Jose, California |
Will a DUI on my record prevent me from starting a career in Financial Planning?Hello, I was hoping someone who works in the HR/recruiting/hiring side of the financial planning business could answer this question, but if you... |
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NY123 in New York, New York Updated 6 months ago |
is my series 7 license useless now? - 2 RepliesHello everyone, I hope that somebody can answer my following question as i feel very miserable at this point. I was hired by a little financial... |
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FA's?? Self Interested Losers in Melbourne, Australia Updated 6 months ago |
Question to all FAs - 4 RepliesA company is currently sponsoring me for my series 7 and 63 and all the expenses are out of my pocket. However, I do not plan on working for them, I... |
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aguilartx in Houston, Texas Updated 7 months ago |
Total monthly costs associated with being an Independent Financial Rep - 1 ReplyCould someone with experience let me know if I am missing any other monthly fees associated with being an independent rep? E&O Insurance Base Fee... |
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DGC32 in Pittsburgh, Pennsylvania Updated 7 months ago |
financial sales in metlife! - 13 RepliesHi everyone. I am new here. I am some question about the financial sales in metlife. does any one knows about the financial sales in metlife? i... |
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young fart in Bellevue, Nebraska Updated 7 months ago |
Edward jones script - 18 RepliesCan anyone post their script for going door to door for ed jones? Or post something they say when going door to door? |
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Haggai in Corpus Christi, Texas |
New Graduate wants to move to bigger city to be a Financial AdvisorI am graduating in a few weeks and am not sure the most strategic way to handle my goal. I want to move to a larger city that I frequent a lot to be... |
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Wealth Manager in Dublin, California Updated 7 months ago |
New Career as Financial Advisor - 3 RepliesSmall Business owner for 25 years currently considering changing careers. Would like to take a year off work (or work part time) and using the time... |
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mee in Arlington, Virginia Updated 8 months ago |
Where to start Financial Planning career as an MBA - 2 RepliesHello, I am currently enrolled in the Finance MBA Program at Fordham Graduate School of Business. Fordham's most recent rank in finance on US News... |
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sfconti in Providence, Rhode Island |
First Year Expectations Different PerspectivesI am in the final leg of my interview process with Wells Fargo Advisors and I am looking to get some insight into first year expectations with... |
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Robert in Brownsville, Texas Updated 10 months ago |
Would appreciate advice from financial planners/advisors that have build a Fee-Based Practice! - 1 ReplyI am a CFP/ChFC with severl years in the Financial Services industry and I am finally seriously considering going independent and starting my own RIA... |
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LaxRyan in Arnold, Maryland |
Financial Advisor PossibilitiesI am currently graduating from college with a degree in finance and in the process of looking at multiple jobs. I have a job offer from an insurance... |
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Ex-Metlife Financial Rep in Mineola, New York Updated 11 months ago |
Insurance or Private Banking? - 2 RepliesHey everyone, I'm in desperate need of some career advice. I am a senior in college and want to go into wealth management and have a few... |
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CLivengood in Santa Monica, California |
Wells Fargo Financial Advisor Training ProgramI'm thinking about switching careers and becoming a financial advisor, but I don't have any prior experience. Does anyone know if the Wells Fargo... |
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junior15 in Monroe Township, New Jersey Updated 12 months ago |
Career Path as a Financial Advisor - 7 RepliesI recently accepted an offer from Edward Jones for its Financial Advisor's position. I understand/expect that there will be lots of hard work put... |
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gmmarks in Jersey City, New Jersey |
Series 66 versus 63+65Has anyone taken the Series 63 and 65? How were the tests compared to the Series 66? |
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LB.Scott in Los Angeles, California |
Background checks in the Wealth Management IndustryHow stringent are background checks in the wealth management industry? I was arrested for petty theft (misdemeanor) a couple of years ago was able to... |
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Wealth Manager in Pleasanton, California Updated 13 months ago |
Can I take the Series 66 (or 65 & 63) to help land a job? - 1 ReplyI really want to get into wealth management with UBS. I was thinking that perhaps passing the 66 even though it is useless without the 7 may help... |
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janetommey in Chicago, Illinois |
Other jobs in FP office?I am interested in becoming a financial planner but want to work in an office for a while at first to make sure that the work is a good fit for me. I... |
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nsaiyed in Sugar Land, Texas Updated 15 months ago |
Series 7 and 6? - Anyone out there have a lot of licensing knowledge? - 10 RepliesDoes anyone know if you can leave your Series 7 with the Firm you are appointed with and get a Series 6 with a Life Insurance company...rather than... |
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Ed in Saint Petersburg, Florida Updated 16 months ago |
financial planning certificate - 1 ReplyI am thinking about taking an online program for a financial planning certificate, with the intent to take the CFP exam. I currently have a... |
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