AIA Financial Wellbeing’s Post

Some serious hiring in the US with one of our top tier firm clients. We would love to hear from you if you would like to find out more about lateralling into one of these key areas. 🦘 Global finance – LA or NY based  – mid level. Salaries: $260, 000 - $365, 000 🦘 Project finance, mid-level.  NY - Open to strong leveraged  / debt finance lawyers looking to pivot into Project Finance. Salaries $235, 000 - $365, 000. 🦘 Asset backed finance & CLOs; NY - Open to retooling lawyers in other areas of finance.  Salaries $235, 000 - $390, 000. ☑️Public M&A - NY - 3rd -4th years. Salaries $260,000 - $310, 000 ☑️ Private Equity - Boston 2nd through to 4th years. Salaries $235, 000 - $310, 000. [The roles with 🦘symbols are open to Australian as well as US lawyers 😀] Contact me: jonathan.walmsley@marsdengroup.com or Daniel Hogan, Ben Smith or Petrina Chetty US lawyers contact our teams on the ground: In NY: Matt Moody , Bridget White In LA: David Nicol , Sophia Arkley Australians (and Canadians!) in London now looking to move Stateside contact our US team in London: Gillian Morgan or George Webster

Take the leap #applynow #hiringnow

Why hire a financial adviser? 🤷♂️ Hiring an adviser is much like delegating other tasks to specialists — for example, an accountant, lawyer, or housekeeping. Although you may be able to do the work yourself, you can benefit from a professional’s knowledge, experience, and attention to detail, and in the process, reclaim precious time for higher-priority activities. This includes to bolster your earnings in your primary field! Working with an adviser also can make you a more knowledgeable investor, which is comparable to a personal coach helping an elite athlete fine-tune his or her skills and apply discipline in training. 🏋️♂️ So, what's stopping you from taking a step up to an elite level? #FinancialAdvice #Elite #Specialist #Investment

As I apply for career opportunities in financial services, I am investigating opportunities that would allow me to find a soon to be retiring financial advisor looking to take on an experienced financial advisor as part of a succession plan for his or her existing sizable book of business with a long-term buyout plan based on retention of clients for the incoming financial advisor inheriting the practice. A succession plans is important because an existing book of business is not all about assets under management but rather the long-term relationships with human beings relying on a professional to be the trusted resource of advice and guidance for his or her financial goals throughout his or her life. It would be an excellent career opportunity if that situation did happen for me but whatever career opportunities may come my way then I will make sure to open those doors to explore them. #jobsearch #hiring #recruiting #career #jobseeker #jobopening #jobopportunities #nowhiring #financialadvisorjobs #retiringfinancialadvisors #financialadvisorsuccessionplan

Why Hire an Adviser? Hiring a financial adviser is much like delegating other tasks to specialists. Although you may be able to do the work yourself, you can benefit from a professional’s knowledge, experience, and attention to detail, and in the process, reclaim precious time for higher-priority activities: exercise, go to your kids' soccer game, spend quiet time at home, take vacations, grow personally, improve your professional skills, enjoy your retirement, volunteer your time to worthy causes, meditate, read great books, have dinner with friends.  #wealthmanagement #financialadviser #orlandofinancialadvisor #financialplanning #wealthplanning #wealthmanager #reclaimprecioustime

Are you looking to get a breakthrough in your financial advisory business and face the following: - limited products and services - capped remuneration - lack of support for information, training, company, etc. - too much paperwork per case You are invited to join us at our next event, CEO Dialogue, to learn more about our company and motivations, directly from our CEO, Warren Lim, in an engaging question and answer style session. DM me if you are interested! Refreshments provided #wearehiring #nowhiring #insurance #wealth #wealthmanagement #investment #banking #recruitment #insuranceagents

A fund is such a fascinating business to build I think a lot these days about hiring: the roles we need, the kind of people I want for them, how much they'll cost Here is my current thinking: Current team: Fund Operations: A former banker, the fund ops manager awesome and is doing a little bit of everything based on our current stage of the business Asset Manager: She's a real estate pro with a bunch of varied experience. She oversees the property management partner and associated decision making So, said differently, we have someone overseeing the fund and the houses now 2025 hires Senior Staff Accountant & AP: Scholastic has two different accounting firms. There is still more accounting work to do. An experience accountant to quarterback those two relationships, handle AP, and help close books faster would be incredible Head of Finance: Ideally this person spent time at Big4 Accounting firm, real estate practice, and then ran FP&A for a business doing ~$20M/year top line I am "OK" at finance. I think we need "exceptional" in the finance role VP of investor relations: This person ideally has investor relations experience in PE, with deep experience working with High Net Worths and RIA's Scholastic exists because of, and for, our investors. I think I am "OK" at investor relations and have a personal SLA of <1 hour responses to our investors during the work week However, I think this is another area where we need exceptional Go Forward If these hires come to fruition, that's 5 people full time next year Every SFR fund I've benchmarked in the ~$250M-$500M AUM mark has 7-12 full time employees With these 5, we are about half of the way there. For that reason, we only want to hire exceptional and when we really need people This is my current thinking and could be totally wrong, so please feel free to poke holes in this!

Can you really be a ‘client focused’ practice if you don’t reward Financial Planners for looking after existing clients? I look at websites that rave about the great service these firms offer to their clients, yet they only pay their advisers on new business. It can be frustrating for their advisers. It’s often the reason they come to me looking for a new job. Advisers want to do right by their clients. They’ll often work extra hours to service them, even when they’re not rewarded for it. Perhaps not even valued for it. But they won’t do it forever. They will look elsewhere. Meet with firm’s who assign ongoing advice fees against targets and bonus thresholds. They will move to a practice where they can build a long-term income streams from the relationships they nurture. How financial planning firms pay their advisers can vary greatly from business to business. However, if there isn’t some element of reward for servicing the existing client portfolio, you might find it’s not just the advisers that start looking elsewhere. Exchange Street Recruitment #ifajobs #financialplanning #financialservice #careers

Join the conversation!

Breaking into Client Services in Asset Finance 🚀 Are you eyeing a career in Client Services within the Asset Finance sector? Here are some tips to help you stand out and make your mark! Firstly, understanding the intricacies of asset finance is crucial. Familiarise yourself with the various financing options, from leasing to hire purchase, and how they benefit businesses. This knowledge will not only boost your confidence but also impress potential employers. I remember when I first started, diving into industry reports and case studies made a world of difference. 📚 Networking is your best friend. Attend industry events, join relevant LinkedIn groups, and connect with professionals already in the field. Building relationships can open doors to opportunities you might not find through traditional job searches. When I attended my first asset finance conference, the insights and connections I gained were invaluable. Don't underestimate the power of a well-timed coffee chat! ☕️ Lastly, highlight your customer service skills. Client Services is all about building and maintaining strong relationships. Showcase your ability to communicate effectively, solve problems, and provide exceptional service. Real-world examples from previous roles can demonstrate your capability and readiness for this sector. Ready to take the plunge? Dive in with confidence and make those connections! 🌟 #AssetFinance #ClientServices #CareerTips