Wealth Manager

How to get a job at Edward Jones.

I'm really not trying to be combative with you because I am already a successful FA with absolutely nothing to prove. My presence here is more driven by my desire to help people ...

How to get a job at Edward Jones.

You sound just like the typical FA that couldn't make it and now you want someone to blame. It certainly cannot be your fault, right? Must be the firm!

You want to bash EDJ ...

How to get a job at Edward Jones.

Misterdoctor, what is your point? If you don't like Ed Jones or any other B/D for that matter then don't work for them. I have worked for one of the major wirehouses for 7 years ...

Financial Advisor Career Question

It does not matter if the files are sealed or not. It would have to be reported and failure to do so(through non-disclosure) will get you barred from being in the securities ...

Looking young - Is it a problem for entry level financial advisors?

It's a hurdle but looking young isn't going to stop you from being successful assuming you are willing to put in the work necessary. Don't get me wrong...there will be some older ...

Financial Advisor Career Question

jg08...financial freedom is being polite about the matter but the reality is that no real firm will take you on.

This is no reflection on you in anyway but simply a matter ...

Are any firms salary + commission?

[QUOTE who="PittIsIt in Coraopolis, Pennsylvania"]To anyone who may be able to help,

I am currently in the interview process with MSSB and have my first face to ...

Are any firms salary + commission?

[QUOTE who="MBAgradSales in Chicago, Illinois"]I got the offer from Ed Jones in the mail today. I have another interview with MSSB tomorrow which I believe can be ...

Are any firms salary + commission?

[QUOTE who="MBAgradSales Professional in Chicago, Illinois"]I AM A SALESMAN! I have worked as a Sales Manager for UHG, and a Sales & Acquisitions Officer for an ...

Are any firms salary + commission?

Being an FA isn't the type of job you can really do on the side and no firm will let you be a practicing CPA and also an FA. The exception to this are small independent shops or ...

MSSB vs. ML

I work for one of the two companies listed but have plenty of friends at the other. They are essentially the same thing in terms of training, platform and capabilities. Your ...

Are any firms salary + commission?

Unless you were recruited from school or have some contacts within the company, getting into GS is extremely unlikely. With your education and background I would assume you should ...

Are any firms salary + commission?

25 and 4: You are not that far away assuming you have good relationships with the 20MM AUM you have. You should be asking for referrals from your clients and you should also be ...

How to get a job at Edward Jones.

[QUOTE who="a bryant in San Luis Obispo, California"]yeah, its clean![/QUOTE]

Ok, so you're either with SB or Merill and being at a wire myself..I feel for you ...

How to get a job at Edward Jones.

[QUOTE who="a bryant in San Luis Obispo, California"]I just got a denial letter from Ed Jones. I am fully licensed, have my CFP, i've been at one of the big name firms for ...

Best places to start a financial planning career?

John, of course there are a lot of sales orientated people in this business. At the end of the day investments has become a very commoditized business. Every firm basically can ...

How to get a job at Edward Jones.

I am not a fan of the Ed Jones business building model but to say it's obsolete would be a mistake. It is a system that works for them and there is no question that they are an ...

Best places to start a financial planning career?

This is and has never been a career that is easy to get off the ground. Most advisors fail within their first five years (greater than 85%)so the economy and the markets will not ...

Financial Advising- Pros and cons

[QUOTE who="Xtragel in Vancouver, British Columbia"]Hi,

I am located on the otherside of the border in Vancouver BC. Considering a career change as well but need ...