Independents in the Area
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I recently became licensed for insurance, the series 7 and the series 66. But I'm not too happy with the direction of my firm. I'd really like to start out my career on the right foot by being an assistant or a trainee at an Independent or a bigger B/D.
Any suggestions on firms in the area and best possible ways to set up an interview?
YoungandHungry:
Any suggestions on firms in the area and best possible ways to set up an interview?
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What "area" are you talking about?
Let’s start with East or West of the Mississippi? River that is. We’ll start there.
Sorry about that. Comepletely forgot to mention the area. It is the Washington DC Metro Area. So Anywhere in Northern Virginia and Southern Maryland fits the bill too.
I'd rather not mention my firm affiliation. But I'm looking to build a solid foundation in both sales and strategy. I'd like to find a firm with a solid training program that will really prepare me to become a financial advisor.
I don't really care if it's one of the big firms like ML, MS, or Smith Barney or an independent. I just want to find a good mentor and a good program to build my career on. I'm only in my early 20's, so I have plenty of time to learn.
What I don't want to do is jump into the game ill prepared. I think people deserve more than some kid fresh from college armed with a bunch of licenses and no real experience.
I don’t have any real answers for ya, but I must say
that I like your attitude. You are right about what
people deserve – they don’t want to listen to some
kid fresh outta college – unless you are VERY
prepared. So make sure you know your stuff (But
also don’t come across as a complete “know it all”.)
Just curious, and this may be too personal, but what
don’t you like about the direction of your firm?