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/biz/ - Business & Finance

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24368775 No.24368775 [Reply] [Original]

Anyone here work as a financial advisor/ wealth manager?

I had 2 interviews one with New York life the other with NorthW mutual
Didn’t know if you could offer any advice to a fellow anon

>> No.24369420
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24369420

>>24368775
i lost tendies and would like to speak with the manager

>> No.24369604

It's a dying business from my point of view. I'm gonna get my series 65 and try to move up with the company I'm at now though into an actual advisor position.

>> No.24370081

>>24369604
It’s dying but you want a job doing it?
>>24369420
My parents own a company, so working for them is my back up plan. I’ll never be that kind of wagie

>> No.24370258

>>24370081
Depends. Eventually the only way to further your career path is to just build a book of business, so if you're good at managing relationships go for it.

>> No.24371305

>>24370258
Idk I’m pretty outgoing / confident But getting that first clientele is what seems difficult.

>> No.24371599

>>24368775
My career is accumulating data projects, and oracles. First I made 100x with LINK. Now, it's DIA. Imagine still waging after what will happen in 2021.