Prefacing this by saying i really know nothing about stocks.

I hired a CFP a couple years ago through a trustworthy referral (actually 2). We pay $125 a month but tbh I have no idea what for… he “handles” our equity accounts (aside from current company 401k). I really don’t see the value but maybe I’m missing something?

Anyways. If we were to “fire” him… what do I do with the money in my accounts now? Tbh, I don’t even know what the “accounts” are. Everything is done through Ameriprise.

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I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

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Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speak Spanish Portuguese.

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Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speaking Spanish Portuguese. 

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Has anyone here (or anyone you know) pivoted from Wealth Management (CFP) into Tech/VC/PE? If so, what was your experience and do you have any recommendations?

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Have one year of experience as an FA completed the AAMS designation and currently completing my CFP education,what should my next move be?/ What should I expect salary wise ?

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Morgan Stanley Financial Planning Analyst — anyone know what comp is like? 5 years of experience and CFP designation

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Morgan Stanley Financial Planning Analyst — anyone know what comp is like? 5 years of experience and CFP designation

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I'm a 32 year old career changer (infrastructure PM) in pursuit of successfully passing the CFP exam. I'm having a hard time finding an entry-level fiduciary-path position within one of the big box firms. Does anyone know who and when these companies will be hiring? Thanks!

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Currently work with providing investment services and advice to defined contribution and define benefits plans. OCIO relationship with some clients. Would this count towards the CFP work experience?

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In your experience, how helpful has a CFP been? Any CFP recommendations in the city?

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Is becoming a CFP worth it? I’m considering going for it. I work at a family office and am already a CPA. Want to learn more about financial planning and think it may help market myself. TIA!

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Any recommendations on prep courses for CFP exam? Taking the exam in March

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Anyone use SoFi banking? What do you think of their member benefits offerings (e.g, free CFP check ins, events, career coaching, etc)?

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Anyone use SoFi banking? What do you think of their member benefits offerings (e.g, free CFP check ins, events, career coaching, etc)?

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Current student majoring in finance. By the I graduate college I’ll have 5 years of full time experience with an RIA as an associate adv. Currently have S65, S7, S63 and life and health license. Also enrolled in CFP coursework and hope to have designation when I graduate . Highly confident in excel. I’ll be 22-23 then.

If after graduating I wanted to make a shift to IB/ PE, any advice on how to go about that? I’ll have significant financial services experience, but not IB / PE experience.

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What’s your take on including an alphabet soup in your signature? Which of your designations do you intentionally exclude and why? ex PhD, JD, MBA, CPA, CFA, CAIA, PMP, PMI, CIMA, CFP, etc etc

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Looking to leave my current firm. Currently@work in Wealth Management for a global institution. I’m a CFP and completing my MBA in a few months. Job referrals are much appreciated.

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Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

Looking to join an RIA. Referrals greatly appreciated. CFP with over a decade experience with in Wealth Management.

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Thoughts on best study program for CFP?

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Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

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Looking to get into an RIA. CFP and MBA. Any feedback or referrals would be greatly appreciated. Can’t take the brokerage world anymore. Reg BI/DOL is destroying my universe.

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Anyone frame their CFP certificate? Where did you buy your frame? The places I’m finding are asking $200 plus for a picture frame. It’s crazy!?!?

Hi there, I’m wondering if it’s worth it to get the CFA, if so, what career moves would you make and what positions to look for/apply? I have the Series 7, 66, 9/10, health and life insurance, did an accreditation program for private wealth advisor through my current work, studying for the CFP to sit for the exam sometime in 2023 and have the MBA. I currently work in private wealth management. Any other recommendations are welcome.

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I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

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Help! I have 17 years of experience with 7, 66, SIE & Insurance licenses and candidate for CFP. I don’t have a portable book. I’m exploring a move to 1 of 3 companies: JP Morgan Chase (Private Client Advisor), Edward Jones or Merrill Lynch. I need to make at least $150K after a few years of rebuilding my book and don’t really care to be independent. What are your thoughts on these 3 opportunities and what are the recruiters NOT saying? 🤔

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Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

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Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

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Anyone on here work at Facet Wealth? Sitting for CFP in Nov and came across a planner role that seems appealing on the surface. Would appreciate any thoughts from anyone who works/worked there. Feel free to DM.

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I’m pursuing my CFP thru the ChFC course work at the American College of Financial Services. Does anyone have textbooks for; HS 321 Income Taxation or HS 330 Fundamentals of Estate Planning? I have HS 311 & 328 to trade. (7th Ed. Money-Education)

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What could I be making in NYC - looking for RIAs.

9 years experience, CFP, CPWA,CRPC, 7, 66, insurance. Experience with UHNW planning and investments. Currently at RIA. Starting to grow a book but mostly service current clients and help capture additional wallet share. Also designed planning practice for old school stock picking firm.

Thanks

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I’m a December graduating Finance major in a CFP Educational program and I’m looking for financial advisor/consultant development programs to apply for with major financial firms. I’m currently interviewing with JP Morgan, Charles Schwab, Fidelity, Vanguard and UBS for their versions of a FADP. Any insight into any of these programs or other firms with similar programs that I’ve missed?

What salary expectations should I have for a financial consultant development program right out of college?

I recently graduated with a bachelors in finance, and have recently got hired (5 months ago) as a financial analyst. Realistically I do FP&A for a company. I have realized I am not a huge fan of doing non stop spreadsheet all day. Am thinking I’d enjoy my career more by becoming a financial planner and getting my CFP certification. Maybe in the future opening up my own firm. Any advice on what career move to make next in order to accomplish this? CFP requires 3 years of relative experience.

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Transitioning to Indy channel, and would like to see if anyone is looking to exit the business in the next 2-3 years. I am looking to purchase a practice. I am a CFP, AAMS and working on ChFC currently. We run a comprehensive financial planning business.

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Just realized I can’t contribute to a Roth since my income is too high (I think). TC ~190k and wife makes around 90k. I’ve only been contributing for a few months now at the advice from a CFP friend (he never asked me what I made). Should I go back to 401k contributions or is there a better option here? I expect my retirement income (via pension) to be higher than my HHI now.

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Taking my CFP exam in November and am getting nervous. I still have 5 weeks to continue to study but it is so tough to juggle running the practice, having a family, and finding time to study! Any advice from people who have been here?

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Currently I’m at JP Morgan as a RB , getting my SIE, 6 and 63 but I just found out I’m unable to get the Series 7 unless the role requires it. I like that Fidelity has some positions are WFH. My question is should I stay with JP Morgan for a year ( don’t have to pay back my licenses) or just apply Financial Service Rep as Fidelity sponsors Series 7, 63 and CFP. I’ll be taking a pay cut Currently 73k salary including incentive at JP and Financial Rep at Fidelity 50-60k salary.

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Currently I’m at JP Morgan as a RB , getting my SIE, 6 and 63 but I just found out I’m unable to get the Series 7 unless the role requires it. I like that Fidelity has some positions are WFH. My question is should I stay with JP Morgan for a year ( don’t have to pay back my licenses) or just apply Financial Service Rep as Fidelity sponsors Series 7, 63 and CFP. I’ll be taking a pay cut Currently 73k salary including incentive at JP and Financial Rep at Fidelity 50-60k salary.

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I am currently a financial analyst. I am considering getting my CFP certification and move more along that route in my career. Does FP&A work like budgets and forecasting count as work experience for the CFP requirements?

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Tip for anyone taking the CAIA exam, get UpperMark. Was using willey and was abt 1/2 complete and borrowed a friends test bank … night and day much harder and honestly was more like what I expected

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Current Salary: 13.5lpa
Years of exp: 4+2 (2 yrs post MBA)
Current Role: Assistant Project Manager, IT industry

What salary should I expect/ask for if I decide to switch? I think I am being underpaid right now. Please suggest.

Please also suggest any certification which could help me prepare myself for interviews. I am confused between PMP and CSM. Which one would be better/more suited for IT Project Managers?

Thanks in advance.

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I am having 3 YOE .. I want to pursue professional Business analysis certification from IIBA .
Is it possible to ask our employer and get it sponsored by them .?
Also had anyone done this certification from IIBA and how did it help .
Please share your views .

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I am currently working at KPMG as an Analyst. I want to do my MBA in HR and Operations. The feedback that I received from people is that growth in HR is slightly restricted and that HRs don't get hikes (while switching) similar to that of Consulting or Finance or Marketing?

I am not solely interested in HR and am open to other domains as well.

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Hi everyone,
I passed my PMP thanks to this sub group.
I have passed Above Target in the People section, and T in the other sections.
It was 95% situational questions.
Thave used AR's mock exams, and used my wrong answers to figure out my weakness and where I truly stand. I didn't purchase AR's course, just the mock exam simulator.
The 200 agile questions by David McLachlan were amazing, it really helped me in adapting to an agile mindset. TIA simulator n Joseph Phillip is useful.

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Looking for advice and recommendations on starting a non-profit healthcare case management company in my area. The focus population served would be low-income seniors with the primary customers being primary care offices that could obtain contracted case management services based on the practice’s needs/financial constraints.

I have my MSW & nearing completion of my MBA. I have 11 years experience, 6 in healthcare inpatient&outpatient.

What recommendations do you have on starting this process?

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5.5 years of experience, tier 1/2 MBA.
CAN someof you help me with market value of similar experience?

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I am in the process of finishing up my MBA but considering also getting my SPHR or PHR cert. Is it even worth it or a waste of time and money?

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Thinking about jumping in with Berkeley's flex option for the evening / weekend MBA.

Thoughts?

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Planning to do a PRM or FRM qual. How useful is it to move from Big 4 Risk and reg consulting to industry? Finding it hard to get anything other than non-PM roles

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So I’ve taught middle school and now I’m thinking I want to make the switch to high school. Those that have gone from middle to high school, how has that change been for you? Especially those in Alabama, did you have get additional certification? My license says 4-8 math, algebra and geometry

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I am looking to make a career change to HR. I currently make 75K as a sales and development coach. I had a recent offer for a state government position in a talent acquisition role but I’d be taking a $25K pay cut. I am extremely over qualified for the position but it could possibly be a stepping stone and gives me the time to acquire SHRM certifications and possibly start taking classes to get my MBA. My question is those currently in an HR role, would this move make sense to you?

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Just curious - What is a ballpark estimate of in hand salaries for people with around 5+ years of work ex and an MBA degree(Tier 1 college) in India?

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I have 9 years of experience as a QA out of which last 2-3 is an individual contributor (sole qa owner) plus team lead of a qa team.. I want to pursue masters in the UK so I can have a role like Project Manager/Test Manager/Scrum Master in the future.. what course should I go for:
1. MSc Management
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I'm about to start my part-time MBA. Already feel like dropping out...

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I can't wait for things to get back to normal. For my kids to go to school. To see my family again. To travel overseas and explore. To not worry if I accidentally bump into someone. I feel like my kids are missing out on the magic of school (they were in kg and 1st grade when the initial shutdown started). I didn't get to see my nephew and niece since they were born, haven't seen my sister in 5 years (our family reunion got cancelled this summer). That is all. Hoping for a better year.

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I’ve seen this rant a lot so I know we all have that one partner—but for the love of god can you just forward me the emails when you get it?? I see you got this urgent request over 10 days ago 🙄🙄🙄🙄🙄

likefunny

Hi Friends,

Please suggest which company to join :

EPAM Systems : 23 LPA
Siemens Technology : 24 + 1L JB
Boeing : 26.5 + 1 L JB
Wells Fargo : 25 + 2.8 Variable
McAfee : 25.7

YOE : 8 , Technology : .NET Fullstack/Angular/Azure

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I didn't receive the credentials email yet from @Capgemini after 48hrs as well.
When can I expect it?

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Hi,

Recently got an offer from GlobalLogic for the client gigamon. Do anyone have joined for the same? Please let me know.

AE: I need to take off this afternoon to the attend my grandmother’s funeral.
Owner: Why? She’ll be dead tomorrow too.

likefunny

Which company pays better salary - EY GDS or EY India? Also, can someone give Pros and Cons of both?

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Hi! I’ve started Green Card process at my firm. Both me and my spouse are working on an H1B visa. Can I / Should I be including her on my application as a dependent? If not, then what would be her path to Green Card through my status.

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Can a company apply for an h1b transfer if I’m not in the country ? Im planning to travel internationally and expecting the h1b transfer process to be initiated the same time…

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What is something your government could implement to make your work easier/more productive?

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What's the salary of AVP at JPMC?

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Any one ever worked at Clean Energy Counsel LLP? Have any insights on the firm, career advancement there, business development, etc. Thanks!

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I have interviews coming up with BCG. Any BCG Platinion folks willing to discuss example case interview questions?

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My current package is 15 LPA fixed 5 years of experience. How much should I ask in the next switch?

Hi there. Has anyone here invested in a manual car wash? If so, how profitable is it realistically and also what to look for when buying one? Thanks in advance:)

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How is KGS interns of wlb and job security

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Having seen some of the wild stuff in the past couple years does anyone have a good pointer for a basic “medic” course? Help slow/stop the “oh sh*t” for the real folks to get there?

*In the group bowl for more visibility*

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