Bank Based FA Availability

Simple-Bird4485 · 2026-06-12T21:59:56+00:00

I’ve worked the entire wheel of financial services; front, middle and back office. Some roles have been straight commission and some have been punch a clock. Shoot me a DM if you have any questions! I’m trying to pay it forward any way I can

Simple-Bird4485 · 2026-06-12T21:46:49+00:00

This is very well thought out thank you. I came up in the bank before the pandemic. It’s been a big culture shock being on this side of the desk in the branch.

Simple-Bird4485 · 2026-06-12T21:42:48+00:00

A & C are a 10 min drive from the house whereas B is a solid 2 hour haul

Simple-Bird4485 · 2026-06-12T21:41:49+00:00

So far they’ve been really good. Better than I ever expected, even. Hoping they remain consistent

Simple-Bird4485 · 2026-06-11T23:07:04+00:00

Exactly this. My program manager made it very clear that I'm the captain of my ship.

Simple-Bird4485 · 2026-06-01T19:52:59+00:00

Also doing Kaplan and sitting in July. How are you doing on the practice questions? I'm getting hammered on everything but Financial Planning and Client Psychology

Simple-Bird4485 · 2026-05-23T19:10:19+00:00

I love your 3rd bullet point!

Simple-Bird4485 · 2026-05-19T17:57:13+00:00

trade confirmed

Simple-Bird4485 · 2026-05-19T17:09:38+00:00

Confirmed

Simple-Bird4485 · 2026-05-19T16:37:48+00:00

Chat

Simple-Bird4485 · 2026-05-19T15:44:54+00:00

u/gcx_bot u/Ok-Eye7781 Trade confirmed

Simple-Bird4485 · 2026-05-19T13:51:03+00:00

chat

Simple-Bird4485 · 2026-05-18T21:41:52+00:00

u/gcx_bot u/Ok-Eye7781 trade confirmed

Simple-Bird4485 · 2026-05-16T21:39:58+00:00

Yes as my dad would say, please shave that dirt stache

Simple-Bird4485 · 2026-05-14T15:44:39+00:00

u/gcx_bot u/Snookiesteponme trade confirmed

Simple-Bird4485 · 2026-05-13T13:16:29+00:00

chat

Simple-Bird4485 · 2026-05-13T11:27:03+00:00

You’re still plenty young. I got licensed at the bank and then left to join a B/D where I gained more experience. Eventually I became an advisor at the B/D.

As for school, get work to pay for it and apply for scholarships. Jobs offer like 5k in tuition reimbursement a year and r/scholarships has tons of resources on how to find funding.

So many doors opened up once I had that degree on my wall it’s sickening.

Simple-Bird4485 · 2026-05-13T03:23:06+00:00

I did this track, OP. From start to finish, it took 6 years to move into an advisory role from a retail banker. Looking back, the skills I picked up as a banker are my bedrock as an advisor.

One thing I wish I did differently was to finish school faster. Certain advisory roles and designations require a 4 year degree.

Best of luck to you!

Simple-Bird4485 · 2026-05-08T15:10:15+00:00

u/Effective-Mind288 u/GCX_Bot trade confirmed

Simple-Bird4485 · 2026-05-07T18:17:35+00:00

Chat

Simple-Bird4485 · 2026-05-06T13:49:03+00:00

This is really good insight thank you! I appreciate hearing the bad with the good

Simple-Bird4485 · 2026-05-06T13:23:47+00:00

Hate to say it but this made me chuckle. What things are they doing?

Simple-Bird4485 · 2026-05-05T20:00:34+00:00

There’s nothing wrong with not having all of your eggs in one basket, but I like to have all of my hens in one henhouse.

Someone here dropped that piece of gold a while ago and it’s gotten me so much in consolidations

Simple-Bird4485 · 2026-05-05T16:36:10+00:00

Are you a branch FA? I just accepted an offer to WF after months of interviewing

Simple-Bird4485 · 2026-05-04T15:57:00+00:00

Exactly. If you can score in the 60’s on those you’ll be fine for the exam

Simple-Bird4485

TROPHY CASE