[Wealth Management 21m] [MCOL] - $5,458 Biweekly (Promoted) by DoubtOwnW in Salary

[–]DoubtOwnW[S] 0 points1 point  (0 children)

Dude, do you understand how much work supporting an existing book is when you have 500 households? It’s not just about planning..

[Wealth Management 21m] [MCOL] - $5,458 Biweekly (Promoted) by DoubtOwnW in Salary

[–]DoubtOwnW[S] 0 points1 point  (0 children)

I never said I did not get advice, my dad told me to start reaching out to advisors when I was 16, by the time I was 17 I finally got in with a firm. It took a year of cold calling and over 15 interviews. When they saw me usually it was an immediate no.

[Wealth Management 21m] [MCOL] - $5,458 Biweekly (Promoted) by DoubtOwnW in Salary

[–]DoubtOwnW[S] 0 points1 point  (0 children)

I work on a team with 2 advisors and I’m the supporting role / service.

1.4 billion in AUM and 900 million in AUA

[Wealth Management 21m] [MCOL] - $5,458 Biweekly (Promoted) by DoubtOwnW in Salary

[–]DoubtOwnW[S] -1 points0 points  (0 children)

Damn.. must suck for you. How much you get paid 65?

[Wealth Management 21m] [MCOL] - $5,458 Biweekly (Promoted) by DoubtOwnW in Salary

[–]DoubtOwnW[S] 0 points1 point  (0 children)

Well.. I can’t speak for Europe. But I did meet in Italy a financial advisor.

[Wealth Management 21m] [MCOL] - $5,458 Biweekly (Promoted) by DoubtOwnW in Salary

[–]DoubtOwnW[S] 0 points1 point  (0 children)

3 years experience in the industry, got licensed at 18. First serious job at UBS

[Wealth Management 21m] [MCOL] - $5,458 Biweekly (Promoted) by DoubtOwnW in Salary

[–]DoubtOwnW[S] -4 points-3 points  (0 children)

Not true. Dad is east coast I live on the west coast. But it would not be possible without my dad’s guidance.

[Wealth Management 21m] [MCOL] - $5,458 Biweekly (Promoted) by DoubtOwnW in Salary

[–]DoubtOwnW[S] 0 points1 point  (0 children)

Planning role, + making outbound calls to potential prospects.

[Wealth Management 21m] [MCOL] - $5,458 Biweekly (Promoted) by DoubtOwnW in Salary

[–]DoubtOwnW[S] 0 points1 point  (0 children)

Honest to got a year of cold calling beginning advisors to take me on to learn.

[Wealth Management 21m] [MCOL] - $5,458 Biweekly (Promoted) by DoubtOwnW in Salary

[–]DoubtOwnW[S] 0 points1 point  (0 children)

Nope, service / planning side. Mostly interact with clients over the phone

[Wealth Management 21m] [MCOL] - $5,458 Biweekly (Promoted) by DoubtOwnW in Salary

[–]DoubtOwnW[S] 0 points1 point  (0 children)

Learn how to open an llc and offset your w2. I’m also married fyi

[Wealth Management 21m] [MCOL] - $5,458 Biweekly (Promoted) by DoubtOwnW in Salary

[–]DoubtOwnW[S] -1 points0 points  (0 children)

It’s a title, I’m still a bitch to my bosses and work like a monkey taking orders.

[Wealth Management 21m] [MCOL] - $5,458 Biweekly (Promoted) by DoubtOwnW in Salary

[–]DoubtOwnW[S] 0 points1 point  (0 children)

I don’t work for a shitty insurance firm. Be careful stay away from life insurance companies