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Hello All,

I am a recent graduate looking for insights into this sector of Field.


What is it like to work in the wealth management sector ? Could you please give insights into the essential skills and t… more

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Hello all, I am looking at trends for my project in fashion development

Do you wear nice designer shoes to work?

Would you be willing to be a shoe tester?

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Looking for advice on how to break into the 200k salary range.
-Currently at 140k
-10 years experience
-Series 6, 7, 63 and 65

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likesmart

5 years of experience in wealth management, particularly client service/relationship management. I’ve worked for goldman, a multi family office, and one of the largest RIAs in the country. I am lookin… more

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Would be interested if anyone has any leads on RIA Operations Leadership roles around Dallas/Fort Worth or remote.

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Take this advice: do not stay in the same position forever, even if everyone likes you and sings your praises constantly and your bosses all tell you they’ll take care of you because nearly a decade w… more

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Where are you all located working in Finance? I’m in Ohio and think it’s limited opportunity in Wealth Management

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I am currently working as an Associate Financial Planner and am curious about average wages for this.

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Any advice how to go back to jpmc?

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Hi there. Currently considering a wealth relationship manager position at Citi and was wondering if anyone had any feedback on the position or company? Was at wells fargo for a while then went to a sm… more

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Investing grows wealth. Stocks, bonds, real estate, and assets yield returns, increasing net worth. Diversify with different sectors and reduce risk. Protect against inflation as values rise over time… more

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I’m an Indian working at a Transfer Agency. I have a feeling I’m being taken advantage of. My hard work never gets acknowledged nor even seen. When I ask for a better role, I’m always told I have to e… more

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Are there any asset managers in london that would accept me to work 4 days a week with a hybrid working option? Or do I need to leave the industry to get the flexibility I need as a mum of young kids… more

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Has anyone been a broker before? Would the salary be comparable to WM? What about WLB?

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✨Women in Wealth Management✨ Hi! We're trying to grow this bowl! We want to ensure that every community is an inclusive, safe, insightful place for industry pros to connect, network, and discuss. … more

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I keep seeing "coaches" on social media who tout this lavish lifestyle and by purchasing their course, you too can learn their secrets and become a millionaire within a month. I find this cr… more

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What kinds of things should an associate do early on to put themselves on the promotion track? Is there anything I should do to further my education or get certifications or anything that look great o… more

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I keep hearing that asset management is a dead end career/useless. Can anyone offer any perspective on this? I'm new to the finance industry and I'm unsure if I should pivot my career trajecto… more

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6 yr advising, accepted a WA opportunity to manage $150M in a succession plan (35yr female veteran). Quickly realized the culture is toxic and women are not respected. Veteran WA had no desire to retire, an… more

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I don't work with many other women at my firm, but it's been really hard to make friends with the few there. They're all unfriendly in general. I've been there for a couple of years bu… more

likehelpful

Hello, I'm looking for some advice- I'm trying to figure out my next career moves. I have a degree in economics and risk management and an honors in risk management. Would I do better to pursu… more

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Does anyone work in WM in Canada? I just wondered if there are differences there compared to the US and if it's difficult to pursue there.

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Has anyone ever been put on a PIP - performance improvement plan? And if so, did you have to sign it? And was there anything communicated to you before you received it?

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My boss is upset with me that I’m leaving to join another company. She promoted her incompetent work pal over me. Should I bring up the nepotism in my exit interview? I do NOT plan to work under her e… more

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I think I'd like to eventually become a PM. Does anyone have any advice for making the right moves in that direction? How much experience as an analyst do I need before I could consider applying f… more

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Advisors, what more could an associate do to support your business better/more to your liking?

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This is silly, but I have slippery sheets that pull off the bed, bunch up, and somehow also stretch out so they look sloppy after you sleep on them. I hate them! So I'm going to indulge myself! Wh… more

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Are there part time E-learning MBA that one can take for free? Thank you

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Do any of you use LinkedIn for sales prospecting and have a successful strategy? If you would share specifics, I would appreciate it, like what do your messages say? How long do you wait between reach… more

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Has anyone ever hired a professional resume writer before? I'm thinking of doing it just to see if I don't have an easier time getting a better role. Just wondered what your experience was and… more

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Thinking of leaving a successful career in WM. Been in a client facing capacity for last 3 years. Have my CFP and CFA. However, job is more relationship mgmt/ sales-ish. PE or ER seem interesting and … more

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So...how's everyone feeling lately? 😅

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I’ve worked for small alternative credit fund managers for 7 years ($500m and $1b), and I recently got a more senior job in the alternative credit group for a massive investment manager with $50b+ ded… more

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What are the biggest mistakes you see people making when it comes to estate planning or financial planning with their children in mind?

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I know that this is a male dominated industry so it's not uncommon for women to struggle in it, however, I think I may be dealing with aggressions at work because of my race. I honestly can't … more

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Hey everyone! I'm 39 and moved to St. Louis from Houston about a year ago. I don't know a soul and it's been impossible to make new friends. I've tried to exchange numbers with women I… more

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I'm looking for an entry level job like client associate or financial associate at Morgan Stanley, Chase Wealth Mgmt, Fidelity, etc. but I can’t find the average salaries for these positions onlin… more

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