I cannot seem to get a response back from any recruiter on things. Morgan Stanley has been laying people off and is, supposedly, in a hiring freeze right now. I don’t think it’s isolated to just them. Heard Charles Schwab is just the same.
Of course, you have Edward Jones still needing fresh bodies, but I’m not keen at working at broker-dealers that ask me to be sales and marketing, operations, and finance all at once.
Where should I even be applying? I don’t know what I don’t know.
Did I just start my wealth management career at a bad time?
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I think it’s a tough job market in general - just gotta keep at it.
It sounds like you have a good list there already. The big brand-name firms will likely have more openings even during a down market, just by virtue of their size.
Some of the other players we hear about often are Fidelity, Vanguard, and Northwestern Mutual!
which state are you in? I am in the same situation but it also depends on what certifications you have
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Texas.
Certifications I have is none. I’m just studying for the SIE and hope I can pass it the first time around (except for options being infuriating, I’ve been doing well with Achievable’s SIE material). After that, people say I should get the Series 65 done, too, but I feel like the Series 66 saves me the hassle of having to do the 63/65 depending on the job. Idk.
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where are you currently applying to?
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Any updates on the job search just curious.
Northwestern Mutual is always hiring for Financial representatives but you will also need your insurance licenses (Life, health & LTC).
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Still pretty bad. Studying for the Series 63, but think I need to switch gears to do the Series 66, since for whatever reason, almost all firms ask you do the Series 7 anyway, even if you just do the Series 63, so why pay to do 2 (Series 63 + 65) exams if I can just pass 1 (Series 66) and do the S7 anyway?
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I rather jump straight into fidelity.
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Right now i finally got hired at chase but lots of licenses to study for.
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