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Rookie Bull View Drop Down
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Joined: Aug/01/2012
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    Posted: Aug/01/2012 at 2:53pm
Hello all. New to the forum. I'm relatively new to the investment industry after spending 10 years in Wealth Management on the banking side. I've worked at a couple of the "big" banks and one small regional. I moved into a wire house last winter after just having enough of the big banks and their "retailization" of the financial world. I realize some of the wire houses are that way too but at least here the solutions you come up with are largely your own and are for the benefit of the client more so than the company. I was tired of a 25 year old manager who had most recently been making cold calls for pay day lenders trying to justify to me why my $3MM business client needed 5 new checking accounts or why my $2MM personal client needed a separate "vacation" savings account. That's just not banking.

Just finished up my licensing (three cheers for Training Consultants) and now things will get interesting. I know I'm going to be in the struggle of my life and I know the odds are stacked greatly against my success. But this is the industry I want to be in and I'm ready to do what's necessary to improve my odds.

I look forward to reading everyone's opinions.
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Rookie Bull View Drop Down
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Joined: Aug/01/2012
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Rookie Bull Quote  Post ReplyReply Direct Link To This Post Posted: Aug/01/2012 at 3:09pm
Oh and sorry, Licenses 6/63 (from my banking days...still active) and 7/66. Working on insurance as I type this.
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Sportsfreak View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Sportsfreak Quote  Post ReplyReply Direct Link To This Post Posted: Aug/01/2012 at 7:56pm
Welcome RB. You will find plenty of info here to help you on the brutal road you are about to travel. Its not easy as you obviously know. But take comfort in knowing that its not impossible either.
Sorry MINT, SF is right, I was wrong......Helado...March 8th, 2014
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