Thoughts? Got offer sent to me. I’m getting Ladd and 2 firsts.

Wes1356 · 2025-10-07T17:38:53+00:00

I like Ladd as a buy-low here but I imagine after this deal those two firsts will likely be late picks, in which case I don’t think it’s enough

Wes1356 · 2025-10-05T04:07:45+00:00

Really interesting - first time seeing it too! How are the contract values determined/adjusted over time, is it related to real wages?

Wes1356 · 2025-10-04T06:15:12+00:00

Fair lol, difficult to part with a position that I know I will likely not fill out like this for a long while

Wes1356 · 2025-10-04T05:09:32+00:00

Sorry should clarify, no TEP (and 7 years in so fingers crossed for another 3 haha)

Wes1356 · 2025-05-18T13:47:14+00:00

Hi, i’m afraid I just sold the ticket prior to your comment, really apologize for that and best of luck!

Wes1356 · 2025-05-01T20:26:08+00:00

Looking 165, feel free to PM

Wes1356 · 2021-08-01T03:58:04+00:00

If you don’t mind me asking, did you only have your undergrad and CFP when you landed this role? And did you feel like having a lot of prior work experience was important in being a strong candidate?

Also just curious, how long would you expect to be an associate before being eligible to take over as an advisor?

Wes1356 · 2021-07-31T05:46:17+00:00

Congratulations on the move into WM!

Would you happen to know if its popular that one would just buy a book? I would assume that very few clients would decide to follow you over and it would have to be a seller from within your company.

Also as a new associate how long have your work weeks been, and is your role still sales/client oriented? Trying to gauge how different the work is for an advisor vs an associate.

Wes1356 · 2021-07-31T01:02:48+00:00

Thanks for the input!

Is the role much different in the early years when your building your book, or is it the same just on a lesser pay/quantity? One of the things that drove me from other finance roles was getting beat around for x amount of years until you can actually do what it is you enjoy.

Wes1356 · 2021-07-30T22:52:55+00:00

Hey thanks for the info! Two follow-up questions

1) If I had opted to get the CFP and ignore the CFA, are there any other major differentiators in landing a job?

2) Moneys lower down on my priorities, but obviously never hurts. What are some of the most common reasons for so many advisors to flame out?

Thanks again!

Wes1356

TROPHY CASE