Best Place to Start Just graduated

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Aug 21, 2008 3:26 pm

Hi I would like to become a financial advisor I was wondering what would be the best place to start? <?: prefix = o ns = "urn:schemas-microsoft-com:office:office" />


I just graduated from <?: prefix = st1 ns = "urn:schemas-microsoft-com:office:smarttags" />Arizona State University with a B.S in Economics, and moved back to NJ.


I have an interview with amerprise.


The problem I am facing is that I have no sales experience. Would you suggest a different path to start with? 

Aug 21, 2008 3:54 pm

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Aug 21, 2008 4:38 pm

I would suggest Edward Jones.  I would ask about the pass program.  The pass program lets you work in the home office for 18 months and then you become a broker usually with a small asset base (5-10 million). 

Aug 22, 2008 11:04 am
henryhill:

I would suggest Edward Jones.  I would ask about the pass program.  The pass program lets you work in the home office for 18 months and then you become a broker usually with a small asset base (5-10 million). 

 
 
Or...an office with a $100 million + asset base. I know two guys (both sons of Jones FAs) who recently went from the PASS program to offices that had them doing Segment 4 numbers from trails alone. Nice!
 
And I'm sure they'll both be chosen to speak at their first regional meeting this fall to give advice to the other newbies about how to be a "fast starter."
Aug 25, 2008 6:51 pm

No doubt Borker. Then after that they will teach New IR Meetings about how to hold "effective" appointments even though new IR's are just trying to GET appointments and dont need the other BS.  

Aug 25, 2008 7:55 pm

You might also check into the GoodKnight and partner program. Jones has some  good entry programs if you can find out about them. The problem is, they are not equitable, and you have to know somebody to take advantage.

Aug 26, 2008 2:17 pm

I would get some sales experience for a yr or two and then consider the PASS program. The average AUM upon leaving PASS is $14M, quoted by Weddle himself in a recent article. A personal friend of mine recently went through PASS and took over about a $20M office and already won a trip in his first few months of selling. The PASS program gets full quickly and is fairly competitive to get into.