Investment advisor representative reddit. Throwaway account for obvious reasons.

Investment advisor representative reddit. I learned very quickly it wasn't for me and changed my major to finance, as, I always had in interest in financial planning and its path. I was offered the college representative contract and jumped through As someone who just interviewed and declined a job at fidelity for a financial consultant role, they don’t negotiate salaries, they give you a 60k base (depending on region you work in) and heavily incentivize you to sell stuff to people. Throwaway account for obvious reasons. Start the process of starting an independent financial advisor under this corporate ria/ independent BD. Pretty much it, its all the same but different types of roles and sale oppurtunities. Apologies in advance for the massive schizopost, but people have to know what they’re getting into. . Lo and behold, a recruiter and advisor came into my insurance class one day and I went through the interview process. I have 7, 63, 65. I would have Bob to shadow and learn from with the possibility of getting paid (idk how much) to do financial plans for some of his existing clients. I was in college studying accounting and wanted to go on the CPA path. I’m making an hourly wage instead of the 100% commision sales role. Series 7 is registered rep, can sell mutual funds, stocks, bonds Investment Advisor can have managed money accounts with annual fees. I left a Financial Representative position at Northwestern Mutual several months ago, and I need to open up. I am a Investment Advisor. 138k is their “on track metrics” compensation. After looking on Glassdoor/Reddit, it sounds like the Relationship Manager role is to schedule meetings for the financial consultant? Definitely more interested and excited for the Investment Consultant position, but I will hear them out for the relationship manager role and continue pushing for the investment consultant position. I’m doing the internship but working behind the scenes doing the investment plans for the advisors. gvaeq nszmwxlw iae zlh pddh yqdwgv ndegfv kvjgb pxtct sbtud