Who Do I Choose?!

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Mar 6, 2015 1:48 pm

Hi everyone,



I've recently receieved offers from Wells Fargo Advisors, Merrill Lynch and Raymond James. I'm really torn apart and don't really know who to decide. I've read thejunioradvisor.com that some of you recommened earlier.



Based on that, I'm leaning towards WFA as they seem to give the best training in my eyes but still not sure. Any advice would be great!


Mar 7, 2015 2:54 pm

Congrats on your offers! Big names for sure... I would choose Wells Fargo Advisors.

Mar 7, 2015 3:58 pm

frankyburns. Why Wells Fargo? Do you have other opinions on ML and RJ?

Mar 7, 2015 4:14 pm
mynameiscaroline:

frankyburns. Why Wells Fargo? Do you have other opinions on ML and RJ?

Are you doing the WBR or AFA?

Mar 8, 2015 1:00 am

WBR most likely -- I'll check out AFA too.

Mar 8, 2015 4:43 pm
mynameiscaroline:

frankyburns. Why Wells Fargo? Do you have other opinions on ML and RJ?

Wells Fargo I think is easier to "survive" compared to ML. ML has a good program but it's just too damn hard to bring in 250k assets. It's hard and it's not worth your time. For RJ, I actually think it's a good place to be. A lot of senior advisors eventually move to RJ since it has a really good indy program. But to start, I like WF.

Mar 9, 2015 9:39 am

Yup, I would agree with frankyburns up there. You could go into ML through the New Financial Associate route, which is the new pilot program they have. It's similar to WF AFA program. Also, for James, I wouldn't mind starting there first -- the mastory program's been quite successful at bringing in new talent...

Mar 9, 2015 11:55 am

How hard is the Wells Fargo training program?

Mar 11, 2015 11:42 am
mynameiscaroline:

How hard is the Wells Fargo training program?

Well, just like every start for a financial advisor it's going to be difficult nonetheless. But the backing of a good name makes it a little easier than lets say a, Ameriprise.

Have you made your decision yet?

Mar 11, 2015 6:19 pm

I'm thinking about doing ML. My friend's been persuading me, he showed me their office and it seems like a great place to be.

Mar 13, 2015 12:11 am
mynameiscaroline:

I'm thinking about doing ML. My friend's been persuading me, he showed me their office and it seems like a great place to be.

I would seriously reconsider your choice... Just because you like the way an office looks shouldn't blind you to the fact that the PMD is probably the hardest program in the industry.

Mar 14, 2015 11:24 am

It does build credibility though, especially when you bring in clients. Don't you think? But mind if I ask what firm you're at ?

Mar 16, 2015 2:34 pm

That's true, but if thats where you want to go, good luck. I know many advisors that failed out of the program. It'll be a slaughter... unless of course, you're daddy's a millionaire with his friends.