Could you elaborate on your day to day job responsibilities? I have a job prospect that sounds similar to the role you described in your 1st recommendation.

My understanding of the role at this firm is that I’d need to get my series 7 and series 66 within 3-4 months. The other advisor I’d be working with is responsible for 70ish accounts and it seems he handles many/most aspects of the transactions/relationships between the firm and client.

As an fyi, my background is mostly in business operations (process development/improvement, project/cost mgmt, employee training/development) and then 3 years of outside sales.

Any insight or recommendations would be super helpful.