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Jun 13, 2016 4:17 pm

Hello everyone, I've been a long time lurker and just wanted to say this forum is extremely informative! I've been in banking for five years with (2) in the advising business. I'm in my mid twenties. I'm currently working for WFA but due to family situation and other personal's obligations, I need to relocate back to my hometown. Unfortunately, there's not an opportunity for internal transfer, so I've been reaching out to other firms in my hometown. I was looking for something with a decent base plus incentives and stumbled upon an opportunity to work with an independent Ameriprise advisor. His business has been established for more than 10 years and is currently growing very fast. From what I've gathered from the initial phone interview, they're looking for a "right hand man" who can assist with the growth and maintenance of the current book. Base is 50-60k with bonus up to 40k. My question to the gurus of the forum is how should I position myself in the contract (salary base, compensation, hours, etc..) if I was presented the opportunity to move forward. I've always worked for the big banks so I don't have much of an idea on how to approach this. Also, insights on what the career path would possibly be like if I do decide to choose this path. Any tips and suggestions would be highly appreciated!

Thank you all.

Jul 8, 2016 2:25 pm

the location of your transfer will make a difference, what is the state and region where you will be transferring to?