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Jts01
Greenhorns Joined: Aug/07/2017 Status: Offline Points: 16 |
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Posted: Aug/07/2017 at 9:56pm |
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Hello everyone I am a 26 year old looking to start a new career. What lead me to the focus on a financial advisor role is I enjoy working with and helping people. For the last few years I've run my own business selling products and working with customers while aggressively investing my own money and researching the market on the side. I did very well investing in stocks. I feel that I could transfer my skills to this role well. My proudest accomplishment in this business of mine, even though I failed to make it, was that I never once left a customer that was not delighted, and I was always a man of my word
I always wanted to be in the finance industry. I majored in businuess admin and minored in finance but never got the time of day from any big firms to be a financial analyst, never even got to show anyone how well I did on my own. I already know that this is a tough career and i want to be great one day. I am eager to learn to transfer my skills to a new role. Where should I apply and how do i start? I'm from Boston |
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Welcome. So here's the deal. This is a sales job before anything else
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Jts01
Greenhorns Joined: Aug/07/2017 Status: Offline Points: 16 |
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I know that going in the most important thing is sales and generating clients.
Otherise I don't really know how to make it in the indudustry. I would need mentorship but I am a bright guy Edited by Jts01 - Aug/07/2017 at 10:23pm |
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SometimesNowhere
Gold Member Joined: Mar/11/2010 Status: Offline Points: 13989 |
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You should learn a good blowjob technique. |
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Jts01
Greenhorns Joined: Aug/07/2017 Status: Offline Points: 16 |
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I'm sure you're good at them but it wouldn't be much use to me.
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Keep in mind that just because you did well investing in stocks, does not mean that it would be the same way for you to ADVISE your clients. There's a big difference between personal trading and advising.
At your age and educational background, I'd probably start by applying to Merrill Lynch, UBS, and Morgan Stanley. There are worse things than failing out from one of those companies and you can leverage that structured training & experience to Edward Jones, a bank platform, or even form your own RIA in the future.
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Jts01
Greenhorns Joined: Aug/07/2017 Status: Offline Points: 16 |
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I was thinking about trying to start out at EJ. No harm in applying to those you suggested but won't it be much less likely with no professional industry experience?
Thanks for the reply Edited by Jts01 - Aug/07/2017 at 11:09pm |
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No. They all have training programs and you're at about the ideal age for them to start grooming you for their processes. If you have the business experience and education you have, then you're a quality candidate for these firms.
Btw, you're not going to be a 'financial analyst' but a financial advisor - someone who prospects and gathers assets. If you want to be an analyst, I'd look into getting your CFA charter.
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Jts01
Greenhorns Joined: Aug/07/2017 Status: Offline Points: 16 |
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I've let the cfa/financial analyst thing go at this point and just want to focus on FA just to clarify. I could handle the cfa if I studied heavily but I'd rather get into a FA role and get series 7 and 66 (still no easy task) done and start making money sooner.
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luvindy
Moderator Joined: May/17/2010 Status: Offline Points: 25767 |
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To what do you attribute your high level of success in stocks over the last few years?
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8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15, |
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Jts01
Greenhorns Joined: Aug/07/2017 Status: Offline Points: 16 |
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Technology mostly for the industry I invested in
Edited by Jts01 - Aug/08/2017 at 12:16am |
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This is funny to me. EJ is where you can eventually work up to. Look kid, getting hired at EJ is going to be a tall order. Most will tell you that it's harder to get into than Harvard, but that stock trading experience is going to pay dividends. First things first - You're going to need a bachelors degree, a resume without misspellings, and a pulse. Or just one of those and live in an area that EJ has picked for growth.
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luvindy
Moderator Joined: May/17/2010 Status: Offline Points: 25767 |
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Are you saying you invested in technology stocks? Or technology related to another industry? To what do you attribute your foresight to buy technology stocks?
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8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15, |
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B24
Moderator Joined: Mar/09/2010 Status: Offline Points: 25749 |
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"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16
"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18 |
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Cmon luv. Just do it already. The buildup is killing me |
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Mike Damone
Senior Member Joined: Mar/15/2010 Status: Offline Points: 6340 |
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I want to be a FA as I've been investing in stocks since March 2009 and have done extremely well.
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Iamlegend
Platinum Member Joined: Mar/09/2010 Status: Offline Points: 22532 |
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RIArules
Platinum Member Joined: Mar/15/2010 Status: Offline Points: 36495 |
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This guy has potential. |
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Is it too late to exhume Ken Starr?
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Jts01
Greenhorns Joined: Aug/07/2017 Status: Offline Points: 16 |
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Well I do appreciate him letting me know how he got into the business. No disrespect meant
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anonymous
Senior Member Joined: Oct/26/2010 Status: Offline Points: 3687 |
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No offense but, it sounds like you suck cock while taking it in the ass. No disrespect meant. |
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"Just do shit. It doesnt matter what as long as it gets you and your name in front of people" - Sportsfreak
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