Financial Advisors Discussions
Benefits

Has anyone taken one of those online executive courses, like the Harvard Extension School offers? Looking to use my $5k of tuition reimbursement and already have an MBA. Worth it? Best programs?

Here a European from one of those communist countries who use taxes to have free ish healthcare and that.

I'm about to move to the US and just realised that paid holidays are not a thing there. What's the deal? Some agencies better than others? Can I get days even if I don't get paid? So much to do outside of work, I need dayzzzz

Roth vs Traditional 401k, thoughts?

I read this super interesting article about how big companies like Toyota are investing in social-emotional training for their employees and seeing massive benefits. I actually think this could be a whole separate class for students of all ages. Learning about conflict resolution, growing your own self-regulation skills...it's really important.

Does the IRS $61,000 total contribution limit include IRA contributions? Or just 401k (employer, employee before tax or Roth, and after-tax)?

Accounting advisory big4 or IA at F100. Both senior roles. Roughly same base pay.

Big4 has clear trajectory and interesting work.

F100 has 14% bonus, perm remote, and immediate vesting 401k over 7%.

What would you take?

I am currently seeking a role in Consulting, my experience has been in in the intersection of Healthcare & Social Services in both the Private and NonProfit sector. I have a BA in Forensic Psych, an MPA, an MPhil in Public Policy and currently in the last leg of my PH.D in Public Policy with a specialization in Health Policy.

I would appreciate any advice anyone could give that might be helpful to help get my foot in the door.

Looking for opinions. I’m an IW with 2 yrs experience working from home at a Fortune 500 company w/ excellent benefits, target salary 75k. I was previously offered a job at another company where the 75k salary was guaranteed for the first year. Most people make much more than this once their comp fully ramps up, but, I would have to work in the office. I declined the offer, but now the CEO wants to meet with me several months later. Would I be crazy if I asked for 100k guaranteed salary?

When you alt travel do you: A) Report the extra flights as a regular business expense [non-taxable] or B) Claim them as taxable reimbursement [taxable as compensation to you]?

Are per diems the same amongst firms? What is your per diem in a city such as Chicago?

Hi all- new to fishbowl. Not really sure how to use and explore the app yet but I saw this bowl and figured I would introduce myself. I am a wholesaler for 401K and I am able to partner with advisors who currently uncover 401K opportunities or are looking to learn how to. Reply if you are an advisor in the NYC area and interested in learning about how to expand your business.

Any consultants from Deloitte who can help to staff in a healthcare project? I’ve worked with healthcare clients for 10 years and relatively new to the firm.

I applied for a job and received an offer from my client. 15k+ bump in salary, better benefits/remote work, and responsibilities will give me exposure to all areas of the organization (start up). The problem is that they’re looking to staff me as a Senior when I’m currently a Manager at DT. They said they’re flexible on title, but curious to hear how others have navigated similar situations. I would report directly to the controller and have 1-2 staff reporting to me...

Currently have 35k in 401k and 22k in Roth with Vanguard through previous employer. New employer uses principal. Should I transfer my Vanguard funds to principal? Thinking of taking loan out cont.

Can you get MBA tuition reimbursement if you’re a Digital Strategy Analyst? Or, do you need to be baptized as a pure Strategy Analyst?

Hello, I've been working as a Healthcare Consultant for over 4 years now & I am currently a Consulting Manager near the Philadelphia area seeking an opportunity in NYC. Anyone know anything avail?

Just received a verbal offer from Deloitte Healthcare Ops and Transformation. The salary would be a big bump, technically taking a demotion from SC -> C

I know they laid off people a while back and are now hiring again. Should I be worried about job security at all?

What’s D’s work/life balance like? Appreciate any insight

If you contribute 6% traditional 401k, and 6% Roth as well, which gets matched?! Guessing it doesn't matter in the end...

Hello there audit folks! Anybody considering a shift to financial due diligence? Happy to discuss opportunities at EY, please DM me if interested. We are really looking for folks with healthcare or tech experience and can move extremely quickly during the interview process. I've been in the group for years and transitioned as a senior so can share the positives and negatives.

Hello Friends, I have 2 questions please help to clarify.

I am joining in CTS on September last week so when i will be considered for appraisal ?

And also for variable compensation I will get in this March right? For this we don't need to wait for a year I guess.

Does anyone work at Arnold Worldwide in Ny? Anyone work specifically on digital projects? Can you tell me about your digital process and whether or not you think it’s efficient? Are the projects are interetsing/challenging? Well managed?

Has anyone thought of doing of a masters in CS instead of a MBA to break into product management?

I am a Management Information Systems grad student from University of Memphis, with a cumulative experience of 5 years ( 2years - Quality Data Analyst, 3years - Human Resource Co-Ordinator). I'm looking out for Summer Intern'22 in and around companies in Memphis and Nashville, specifically looking for recommendations for applied positions in FedEx. Any leads will be graciously appreciated.

Been wanting to start a Consultancy that offers employment help to individuals. Any ideas on the success rate or how to start networking to have actual clients coming to me? What are the pros and cons?

Don't be fooled. Recruiters never have your best interest in mind. Find your own dream job.

It's appalling how bad new associate excel/ppt skills are. There needs to be a way of judging 'readiness' during the interview process.

Has anyone tried to get an antibody test here yet? How hard is it to get one?

Thanks to Oracle India i am looking for a job
change after 7 months with oracle. Can
someone please refer me?
skill set : Selenium, Core java, testNG, HP
UFT, Manual testing
YOE: 5.8 yrs
Notice period : 1 month ( can join early too).

Planning to go to Big Bend in a couple of weeks - what are the must sees?

Any cool women want to hang out in Amsterdam Friday night? Staying overnight on Friday and I don’t know anyone here (35 yo, men)

currently at a mid sized firm looking to go B4 but don't know anyone. should i hit up recruiters or staff on linkedin?

Highest number of billable hours you have seen in a year?

Hello,

I’ll be done with my masters in Medical Biotechnology in December and have done my bachelors in pharmaceutical sciences.

I am thinking of looking for jobs but I am kind of confused. I don’t know what roles or positions to look up for. Any help will be appreciated.

Location: Canada

In Texas, does anyone have any advice on what questions to ask general contractor in deposition? We represent subcontractor. I think I have my outline completed but wanted to know if I was missing anything else.