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/biz/ - Business & Finance

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9865871 No.9865871 [Reply] [Original]

Looking to get into financial planning and seeking advice. I just took 4 months at a big insurance firm and I'm considering switching to a bank or brokerage to get my wings. Didn't really vibe with pushing inappropriate sales (ex. whole life for 20 year olds). Really enjoy advising, but could really do without the BS. Other than getting the series 6/63/65/7 got any tips? Who has the best financial products/services? (ex: td ameritrade, minnesota life income annuities)

Currently applying to:
>JP morgan
>TD Bank
>BoA / Merrill
>Fidelity
>City

>> No.9866002
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9866002

bump with some more deets
>24
>econ major, math/CS minor
>enjoy educating
>making sales is very easy if it's suitable
>would be happy to work as an independent agent
>also pleased wagecucking with good work/life balance

I'm also wondering:
What the field will look like in the future,
What mistakes I should absolutely avoid,
What kind of book makes a strong foundation

>> No.9866595

>>9865871
bump

>> No.9866799

>>9866002
get the fuck out with those useless cunt u stupid nigger

>> No.9867296

>>9865871
No advice for you as I'm a humble NEET, but if you're still around, have a bump