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Current Discussions (55) - Start a Discussion
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PeteAdvisor Updated 1 day ago |
Financial Advisor - 7 Replies[QUOTE who="Skittles in Illinois"]I am wanting to be a financial advisor, I know you have a better chance if you get your licensing. From what i hear... |
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Indole Updated 3 days ago |
Cant Pass the NY Life and Health exam Study problems Focus problems and discipline problems..... Anyone else have these? - 38 RepliesWhat does your employer think of you if you've failed the Life and Health exams twice? |
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Financial Advisor in Bombay, India Updated 10 days ago |
New Financial Advisor--Having Second Thoughts About Firm Choice - 5 RepliesI'm a recent FA (S7, S66, L/H/VA) with an insurance-based outfit. I'm now realizing that I might have made an error in coming onboard with an insurer... |
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Career Changer in Denver, Colorado Updated 11 days ago |
What math should I expect on Morgan Stanely Smith Barney math test? - 3 RepliesI applied with AXA Advisors and Morgan Stanely Smith Barney (MSSB) for Financial Advisor "trainee" positions. The AXA interview was a breeze - zero... |
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Triman07 in Rochester, Minnesota |
Should I become a financial advisor? a few questionsI have thought about becoming a financial advisor, since I have great people skills and a passion for the markets, but I jump back and forth on it... |
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Nathan098 in Alpharetta Updated 18 days ago |
How do i find a financial advisor i can trust? - 1 ReplyWith the recent down turn in the economy i have grown increasingly hesitant at turning to any one to deal with my hard earned money. I don't make... |
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Wealth Manger in Pleasanton, California Updated 21 days ago |
Are any firms salary + commission? - 103 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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Peter Hebda in Newport Beach, California Updated 21 days ago |
New FA needs marketing advice - 5 RepliesSo I got the job, now what? Any ideas on where to go to meet potential clients? Also, advice on how to approach them without any product knowledge?... |
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Charles0001 in Alpharetta Updated 25 days ago |
Tips for financial advisor interviews. - 9 RepliesDo you have any tips to help prepare for an upcoming financial advisor interview? Are there common interview questions that come up again and again? |
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crane in Raleigh, North Carolina Updated 25 days ago |
Best places to start a financial planning career? - 81 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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Lou in Peoria, Arizona Updated 29 days ago |
sales assistant for financial advisor? - 7 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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Career Changer Updated 1 month ago |
Financial Advising- Pros and cons - 31 RepliesI applied with AXA Advisors and Morgan Stanely Smith Barney (MSSB) for Financial Advisor "trainee" positions. The AXA interview was a breeze - zero... |
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Akshay Updated 1 month ago |
Career Path as a Financial Advisor - 4 RepliesI’m not going to make any decisions supported on a survey from a magazine, but this occupation is something I’ve thought about occasionally over the... |
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JD in Arverne, New York Updated 1 month ago |
Brand New Advisor!!! Need insight - 4 Replies(the following was moved from an existing thread to a brand new one. If you responded earlier, you are urged to copy and paste it here) Hi guys, I... |
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Charles0123 in Alpharetta Updated 1 month ago |
Career advice - 10 RepliesHi all, I'm thinking about changing careers. I'm an executive at a large company and have done well for myself. However, I miss the basics - helping... |
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BorisJones in Semarang, Indonesia |
Advicex |
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Michael001 in Alpharetta Updated 1 month ago |
Which firm to choose to work as Financial Advisor/Planner? - 1 ReplyI have 15 years experience in Canada and recently moving New York area and thinking to build my financial planning practice. I don't need long... |
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questnet in Manama, Bahrain Updated 1 month ago |
Getting a financial advisor job. - 115 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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Agent Surfer in San Diego, California Updated 1 month ago |
Series 6 & 7? - 2 RepliesI've been trying to find out some information on some of the FINRA licenses and am trying to decide which route to take. I see that the 66 series is... |
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Agent Surferi in San Diego, California Updated 1 month ago |
I've been a Financial Advisor for 4 years, but with this market the ups and downs of commission is making me crazy! - 5 RepliesMany of my clients are friends, and I don't want to let them down, but the lure of a fixed salary in a different company or industry is very... |
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OpportunityAdvocate in Orlando, Florida Updated 2 months ago |
Series 7 and 6? - Anyone out there have a lot of licensing knowledge? - 4 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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FnclAdv in Miami, Florida Updated 2 months ago |
What company to choose? - 7 RepliesI have a couple of interviews scheduled at Prudential and Northwestern Mutual as a financial Advisor.I am a graduate student and will be looking for... |
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Goga in new york, New York Updated 2 months ago |
Series 7 Preperation - 42 RepliesHey guys, Just putting this out there: How many of you gentlemen had a tough time w/ the series 7? (failed once or more) I passed my LAH in... |
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Ronda in Arlington, Texas Updated 3 months ago |
Fort Worth, Texas area Firms - 1 ReplyI am looking to relocate to the Fort Worth area and change careers from the corporate world of finance to the service sector. I do not have any... |
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vie in Oakland, California |
jr. financial planner interview.hi, i was wondering what to expect from an interview, i.e. any specific questions that may be asked or more most of the questions open ended? i'm... |
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jane in London, United Kingdom |
Recent Graduate advisehi everyone my name is jane, i have jt graduated with a 2:1 in chemistry however i have chosen a new career path and i am sure that the finance... |
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Retiringsoon in Cary, North Carolina Updated 5 months ago |
Marketing Annuities & Retirement Planning - 2 RepliesThe issue that all financial industry personnel face is finding a niche market. All to often our industry is faced with a crisis of quality people... |
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Wealth Manager in Livermore, California Updated 5 months ago |
State requirement to become a Financial Advisor - 1 ReplyWhere can I go to find out the states requirements for Financial Advisors. From what I have read there is no federal requirement and some states do... |
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richard in Orlando, Florida Updated 6 months ago |
Anyone care to share any good sales ideas?? - 1 ReplyWith everything that going on in the market today, it's tough to stay motivated. Does anyone have any good sales ideas to share? |
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Justin in Mc Farland, Wisconsin Updated 7 months ago |
new england financial and john hancock - 1 ReplyHas anyone had any experiences working for New England Financial or John Hancock? How does NEF differ from metlife? Is it more insurance oriented?... |
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Tamara Swearingen in Livermore, California |
FromPOSITION: VP Financial Advisor BENEFITS/COMPENSATION: Client will offer a commensurate base guaranty draw ranging from $150K to $200K A no-cap... |
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JP in Chicago, Illinois Updated 9 months ago |
Bribery or Cost of Doing Business? - 1 ReplyI am a financial advisor looking for more high net worth clients, and this idea struck me: Pay talent managers/agents to recommend me to their top... |
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xcelwealth in Windhoek, Namibia Updated 9 months ago |
Gold silver trading - Why Gold trading? - 1 ReplyIndeed gold trading has become a buzzword these days with stock market in mayhem and many investors are slowly shifting gears to silver and/or gold... |
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smallcapper in Tyler, Texas |
In need of an RIA with a valid CRD # for Press Release proofingOpen for IMMEDIATE fulfillment: We are looking for an individual with a valid CRD Number to review and give a "blanket" approval for press... |
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Squee in Los Angeles, California Updated 12 months ago |
Top financial advisor skills needed to get the job. - 3 RepliesWhat are the top 3 traits or skills every financial advisor must have to excel? Can you suggest any tips or insights to develop your financial... |
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Stephan M in Madison, New Jersey |
College Student seeking advise in FAI am currently a sophmore college student attending Fairleigh Dickinson University in Teaneck, New Jersey (Metropolitan campus) My major is... |
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JBF in Huntington Beach, California Updated 12 months ago |
Are financial advisor job opportunities growing or declining? - 6 RepliesAre jobs in this industry on the rise? Are there any sub-sectors that are growing? Where are the jobs? Which places have the most financial advisor... |
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cn in Little Rock, Arkansas |
Is your starting pay based on your current pay in financial advising?I have a background in finance as a district manager. I was offered a position with a suitable pay but due to a career change 1 yr ago (mortgage... |
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cedric in Marietta, Georgia Updated 13 months ago |
CFP review courses - 3 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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Cedric Burl in Atlanta, Georgia |
What do you think about Stock Loan LendingWhat do you think are the pros and cons? |
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gold silver in Tustin |
forex trading brokerREMUNERATION "MONTHLY" UP TO 20% ON YOUR INVESTMENTS goals: - Safety: we want to keep your money safe. - Profitability: we want to maximize... |
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Cashman in Paris, Tennessee Updated 14 months ago |
Need direction/advice - 1 ReplyI just graduated from college this year and accepted a financial adviser/stockbroker job in NY. Unfortunately, I was promised many things to me that... |
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Reed in Miami, Florida |
New York LifeHas anyone had experience working with this company? I have an interview tomorrow with New York Life, and Northwestern Mutual. thanks |
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TradeSavvy in Chelsea, Michigan |
REGULATED INVESTMENT PROGRAM 10K+Hello Forum Community, I would like to introduce our firm for those interested in brokerage or personal investments. We work with several... |
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Brett Thome in Lincoln, Nebraska |
Financial Advising Blog/website (Directed at young individuals)I am starting a finacial/life advising blog directed at people aged 18-26 and am looking for people who might be interested in writing for it. There... |
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John in Devon, Pennsylvania |
My Natural MarketI'm going into an interview on Tuesday for a Financial Advisor position and i'm sure they'll want to know about my natural market. Currently I sell... |
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Tom in Lebanon, New Jersey Updated 17 months ago |
Considering FA position with Edward Jones - 3 RepliesWhat are the pros and cons of the company. I would appreciate a response from prior and current Edward Jones financial advisors. Thanks in advance!!!... |
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better_life in Saint Paul, Minnesota Updated 17 months ago |
Getting ahead... - 2 RepliesWhat is the best training for becoming a hirable financial advisor? What types of ongoing training or certifications are necessary to be an effective... |
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Investment System Inc in Tarzana, California |
Investment System Inc www.investmentsystem.comInvestment Systems Inc as an assets management firm was founded in 1994 and now with more than $ 143 billion assets under management is one of the... |
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Tom Killian in Winter Park, Florida |
Agents Discover the Secrets of Successful Video MarketingInsurance agencies looking for an extra marketing boost in the economic downturn are now getting added exposure with video marketing on... |
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