Rookies & Trainees http://wealthmanagement.com/taxonomy/term/23731/more en anyone have access to TC q-bank for series 7? http://wealthmanagement.com/forums/rookies-trainees/anyone-have-access-tc-q-bank-series-7 <div class="node-body forum-body"><p><span>if so would you be willing to share/sell login instructions for a week&#39;s period? I&#39;ve exhausted my training material and keep reading positive reviews of TC for series 7. &nbsp;I feel good but keep hearing that more practice tests can only help and read that TC practice tests are eerily similar.</span></p> <p>&nbsp;</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/anyone-have-access-tc-q-bank-series-7" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/anyone-have-access-tc-q-bank-series-7#comments Rookies & Trainees Thu, 26 Mar 2015 17:09:36 +0000 823051 at http://wealthmanagement.com What is best place for newbie right out of college? http://wealthmanagement.com/forums/rookies-trainees/what-best-place-newbie-right-out-college <div class="node-body forum-body"><p>Im looking for a company to be a financial advisor for right out of college. For obvious reasons, they need to have a good training program and high success rate. Also I would prefer a base salary then gradually move over to a fee structure. Finally&nbsp;I would hope the company does not have any strict non competes or contract that locks you in for many years.&nbsp;Is there any place that fit these general descriptions?</p> <p>&nbsp;</p> <p>Thanks</p> </div><div class="og_rss_groups"></div> http://wealthmanagement.com/forums/rookies-trainees/what-best-place-newbie-right-out-college#comments Rookies & Trainees Thu, 19 Mar 2015 02:07:13 +0000 818321 at http://wealthmanagement.com Edward Jones Quick Questions http://wealthmanagement.com/forums/rookies-trainees/edward-jones-quick-questions <div class="node-body forum-body"><p>1. Can an Edward Jones office be set up as a fee only service or is it always mainly commission?</p> <p>&nbsp;</p> <p>2. How much are new Edward Jones advisors expected to bring in their first few years so they are not fired.</p> <p>&nbsp;</p> <p>3. How many years is a new Edward Jones advisor expected to work with the firm? (when are you not liable to repay salary and training costs?)</p> <p>&nbsp;</p> <p>4. Does Edward Jones allow new trainees to mentor with current advisors?</p> <p>&nbsp;</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/edward-jones-quick-questions" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/edward-jones-quick-questions#comments Rookies & Trainees Edward Jones Tue, 17 Mar 2015 01:46:17 +0000 815941 at http://wealthmanagement.com In the middle of interviewing with EJ but want to keep a backup plan if it fails. http://wealthmanagement.com/forums/rookies-trainees/middle-interviewing-ej-want-keep-backup-plan-if-it-fails <div class="node-body forum-body"><p>Hello WM Forums!</p> <p>&nbsp;</p> <p>I come to you from insuranceforums&nbsp;and always seem to find myself back in this financial planning/advisor sphere considering it&#39;s something I&#39;ve always dreamed about doing. And I always seem to find myself getting licensed as an insurance producer; however, I have never taken my series exams.</p> <p>&nbsp;</p> <p>I&#39;m super analytical and tend to spend way too much time overthinking which I&#39;m learning may hurt me in this industry, but I press on, trying to achieve my goal.</p> <p>&nbsp;</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/middle-interviewing-ej-want-keep-backup-plan-if-it-fails" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/middle-interviewing-ej-want-keep-backup-plan-if-it-fails#comments Rookies & Trainees Edward Jones financial advisor Waddell & Reed Tue, 17 Mar 2015 01:43:46 +0000 815931 at http://wealthmanagement.com Financial Planner Career Transition Strategy http://wealthmanagement.com/forums/rookies-trainees/financial-planner-career-transition-strategy-0 <div class="node-body forum-body"><p>I am a Navy Officer about 1 year away from retirement in Hawaii.&nbsp; Rather than taking a job as a defense related contractor I would like to break free of the DoD and become a Financial Planner.&nbsp; I have a BS in Economics and an MBA.</p> <p>&nbsp;</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/financial-planner-career-transition-strategy-0" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/financial-planner-career-transition-strategy-0#comments Rookies & Trainees Financial Planner Hawaii Military Fri, 13 Mar 2015 22:09:55 +0000 814591 at http://wealthmanagement.com Financial Planner Career Transition Strategy http://wealthmanagement.com/forums/rookies-trainees/financial-planner-career-transition-strategy <div class="node-body forum-body"><p>I am a Navy Officer about 1 year away from retirement in Hawaii.&nbsp; Rather than taking a job as a defense related contractor I would like to break free of the DoD and become a Financial Planner.&nbsp; I have a BS in Economics and an MBA.</p> <p>&nbsp;</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/financial-planner-career-transition-strategy" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/financial-planner-career-transition-strategy#comments Rookies & Trainees Financial Planner Hawaii Military Fri, 13 Mar 2015 22:09:47 +0000 814581 at http://wealthmanagement.com MS?UBS?Edward Jones? http://wealthmanagement.com/forums/rookies-trainees/msubsedward-jones <div class="node-body forum-body"><p>Hi all,<br /> I am new here and graduating college this spring. I am currently interning for Northwestern Mutual and looking for opportunities for after graduation. I am currently interviewing for Morgan Stanleys CAC (client advisory center) program, UBS as an entry level wealth strategy associate and Edward Jones Financial Advisor Career Development program.&nbsp;<br /> I would appreciate any advice or experiences that could be shared with me as I start my career.</p> </div><div class="og_rss_groups"></div> http://wealthmanagement.com/forums/rookies-trainees/msubsedward-jones#comments Rookies & Trainees Fri, 13 Mar 2015 00:06:05 +0000 812951 at http://wealthmanagement.com I'm broke. Cheapest way to study for Series 65? http://wealthmanagement.com/forums/rookies-trainees/im-broke-cheapest-way-study-series-65 <div class="node-body forum-body"><p>Background: I&#39;m studying for my CFP currently. A few people in the industry have suggested that I study and pass the Series 65 to put my resume in a better light since I&#39;m a career changer.<br /> &nbsp;</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/im-broke-cheapest-way-study-series-65" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/im-broke-cheapest-way-study-series-65#comments Rookies & Trainees Thu, 12 Mar 2015 20:24:14 +0000 812501 at http://wealthmanagement.com What is the best path for young wannabe? http://wealthmanagement.com/forums/rookies-trainees/what-best-path-young-wannabe <div class="node-body forum-body"><p>Hello,<br /> &nbsp;<br /> I have been enthralled by financial markets since I was in middle school, and the passion has only grown as I have matured. The first thing I did when I turned 18 was open up a individual brokerage account with Ameritrade and I funded it with $4,000 I had saved up from working at a minimum wage job. Furthermore, I have completely funded my roth IRAs the previous two years because I&nbsp;try to be as forward thinking as possible.&nbsp;</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/what-best-path-young-wannabe" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/what-best-path-young-wannabe#comments Rookies & Trainees Wed, 11 Mar 2015 02:54:29 +0000 809751 at http://wealthmanagement.com Who Do I Choose?! http://wealthmanagement.com/forums/rookies-trainees/who-do-i-choose <div class="node-body forum-body"><p>Hi everyone,<br /> &nbsp;<br /> I&#39;ve recently receieved offers from Wells Fargo Advisors, Merrill Lynch and Raymond James. I&#39;m really torn apart and don&#39;t really know who to decide. I&#39;ve read <a href="http://thejunioradvisor.com/category/trainingprograms/">thejunioradvisor.com</a> that some of you recommened earlier.<br /> &nbsp;<br /> Based on that, I&#39;m leaning towards WFA as they seem to give the best training in my eyes but still not sure. Any advice would be great!<br /> &nbsp;</p> </div><div class="og_rss_groups"></div> http://wealthmanagement.com/forums/rookies-trainees/who-do-i-choose#comments Rookies & Trainees Fri, 06 Mar 2015 18:48:40 +0000 805501 at http://wealthmanagement.com