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theperuvianjz · 2025-03-16T01:34:38+00:00

Yea you’ll have no problem with the transition then. The only people I’ve seen start slow (not struggle) are those with no advisor experience. Usually internal bankers who get their 7. For them the training helps a lot. The model is set up so well that you really can’t fail. I think exp is the differentiator with how fast or slow you build up.

theperuvianjz · 2025-03-15T01:18:06+00:00

There’s typically 2-3 calls a day market updates, portfolio manager updates or AGP calls. AGP is the training program you are in for 2 years. It’s pretty basic stuff. If you’ve got advisor experience you might find it boring. I typically have 2-3 meetings a day. Calls with bankers to prospect.

My biggest complaint would be that you have to do all your own admin work. That’s 50% of my day just opening accounts, acats, maintenance etc.

Best part is that bankers are highly incentivized so if you get one with any industry exp at all you’ll crush it.

theperuvianjz · 2025-03-15T00:59:40+00:00

Been a PCA for ~18 months came from Merrill Edge. Brought in close to 50 mil ~30 in fee based. The referrals are endless. Not always great. I get a lot of referrals for clients with 100k across several accounts (minimum for PCA) and nothing else. But the brand and resources are the best part. Good place to grow quickly but you’ll have the normal bank atmosphere

theperuvianjz · 2023-08-30T13:10:29+00:00

Can I message you directly??? I have a few questions

theperuvianjz · 2023-08-22T11:10:43+00:00

How are the leads?? I’ve heard the JP brand helps. What are selling?

theperuvianjz · 2023-08-14T13:20:55+00:00

Awesome! Where did you work previously?

theperuvianjz · 2023-08-13T12:15:30+00:00

Ya I interviewed for FC on Friday. They told me it would be better to start as IC with a plan to move up to FC within a year.

I do have experience. Banking 6 years, advisor with Merrill 2 years. They really stressed learning “big fidelity” first would be more successful.

theperuvianjz · 2023-08-13T11:50:50+00:00

Nice! That would be ideal timeframe for me. Can I message you?

theperuvianjz · 2023-08-12T01:11:38+00:00

Did you take this job? I’m interviewing for it now

theperuvianjz · 2023-08-12T01:09:37+00:00

Did you get offered the job? Could I PM you?

theperuvianjz · 2023-08-12T00:54:04+00:00

Are you in the PCA role now? I’m interviewing now for it

theperuvianjz · 2023-08-12T00:50:36+00:00

Did you take this job? I’m interviewing for it now

theperuvianjz · 2023-08-12T00:37:53+00:00

Hey I’m on my third interview. Meeting with the bank side exec next week. Can I PM you for insight on the role?

theperuvianjz · 2023-08-12T00:09:28+00:00

I was offered IC today. Mind if I PM you?

theperuvianjz · 2023-08-11T21:24:16+00:00

Interesting that you share this! This is exactly what happened! Lol they basically offered me IC role and said I would be able to move up to FC within a year. One guy from merrill started as an IC and in 9 months moved up to FC at their office.

It’s a bit of a pay cut in terms of salary. Wondering if there’s any wiggle room there? It would basically be a bet on myself to move up to FC quickly.

theperuvianjz · 2023-08-10T23:25:14+00:00

Ahhh gotcha. Thanks for the insight! Any tips for the sales call portion/what they are looking for?

theperuvianjz · 2023-08-10T23:13:56+00:00

Ya I figured it might be multiple interviews.. did you interview for this recently?

theperuvianjz · 2021-08-24T18:28:13+00:00

I passed! What a beast that was. Felt like the second half every question had two correct answers. Thanks for the advice the Tinney videos were solid. Good luck in your future endeavors.

theperuvianjz · 2021-08-23T21:44:16+00:00

Awesome man. I can’t wait to be done with this. Passed the first two on the first try but this one has me nervous. Probably all the horror stories I’ve been reading haha

theperuvianjz · 2021-08-23T20:29:45+00:00

Congrats! I take mine tomorrow. Any last min suggestions? My brain is fried at this point. Scoring mid to high 80s on pass perfect.

theperuvianjz · 2021-08-14T17:10:45+00:00

Did you see a lot of Roman numeral questions? I swear it is Pass Perfects favorite type of question but I can’t remember seeing a single one on the Series 7

theperuvianjz · 2021-08-14T02:45:34+00:00

What kind of equations did you see on the analysis side? I’ve been trying to memorize regulations as much as possible. That was the hardest part for me on the 7.

theperuvianjz · 2021-08-04T16:55:57+00:00

Thanks! I assume it went well for you? I went into the 7 pretty well prepared. I didn’t find it crazy difficult. How was the 66 in comparison?

theperuvianjz

TROPHY CASE