Profile

Financial Advisor 4 U

Name:

Financial Advisor

Recent Forum Topics & Comments (4)
Forum Discussion Posted
Job > Contract Specialist

Contract Specialist

Just offered a position as a Contract Specialist (entry level). This is about a $40K pay cut if accepted. Should be at GS 12 in 3 years and this will recoup most of my ...

4 years ago
Job > Financial Advisor

Financial Advisor Action Plan

What's a good "action-plan" for a brand new Financial Advisor to implement? I'm looking for any suggestions that I can implement to ensure success. Please share your ...

4 years ago
Job > Financial Advisor

I failed the Series 7... Can I go to another Wirehouse.

What's a good "action-plan" for a brand new Financial Advisor to implement? I'm looking for any suggestions that I can implement to ensure success. Please share your ...

4 years ago
Job > Financial Advisor

Tips for financial advisor interviews.

Should be getting offers from Edward Jones and Wells Advisors. Both have good talking points. I heard EJ makes you sign a contract if you leave within 3 years for another firm ...

4 years ago