Can you suggest a firm/path?
Ladies and gentlemen. I am a professional (of another industry) who recenty passed my exams to be an Investment Advisor Rep. Since I’m a part-timer at this and already quite busy (and pretty satisfied) in my existing profession I am struggling a bit to find a good fit. I was hired and sponsored by a firm I was a client with for many years but their minimum production requirements, given poor back-office support, seemed daunting. Recently I was picked up by another firm (that shall remain nameless) that seems much more bent on recruting than selling. I’m not very interested in “building a team”. What would be a good option for an educated, licensed, part-timer? Thanks in advance for any honest advice.
So what is your question? You said: "What would be a good option for an educated, licensed, part-timer? " but it’s not clear what you mean by option… What are you asking?
What I am asking is: If I want to use my 66 and 7, work part time, and make a little cash ($30K or more annually, for argument’s sake) what kind of company should I approach? Would some local RIAs be interested in hiring a licensed part-timer? If you have any experience or knowledge about this please advise. Thanks.
This is not something you do part time. Very few firms will want to have you as part time rep…they want your full commitment. This is not that job bro