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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I've been at MS for 3 years and have 6 years of industry experience, originally started at EJ. Despite being a CFP, ChFC and working on my CLU I'm finding my business partner doesn't value my perspective or ways we can better serve our clients. He seems very protective and won't offer specificity on our partnership agreement and long-term vision. This seems like a common issue amongst wirehouse FAs. Curious if this is part of a larger trend others have experienced.

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Thinking about making the jump to advising and wanted to hear thoughts on the best way to find a way to join a FA as a junior advisor with the plan to be the successor and buy the book. Have 5 years of experience in the business and a CFA. Willing to get a CFP as well. In St. Louis, Missouri area.

Is a CFP worth the expense for career progression if I’m not an advisor?

Hey everyone,

I'm currently looking for entry level opportunities in advisory. I'm fully licensed (SIE/7/63/65) and ready to start my CFP as soon as it's affordable or sponsored. I'm struggling to find opportunities that don't have a large emphasis on insurance sales. Anyone have any recommendations or opportunities?

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Short summary, I'm a career changer with ten years experience in IT, went back to school at earned a degree in financial planning and I'm about to take the CFP exam. What's the most lucrative career path I can take with this education?

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Looking to add planners to my team! Seattle/LA/ Irvine/Boston/Phoenix areas! Must have CFP! Message me if you’re interested or know anyone!

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Has anyone taken the CPWA designation? Is it worth it? Have you seen any value? I am currently CFP, and working on ChFC

Hey any new finance professionals on here? I’m a senior and interested in wealth management/potentially become a CFP. I want to be an advisor but I’m realizing how competitive it is and don’t really want to work on commission at a broker/dealer. What places would you apply? (Chicagoland)

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I’m 25, been working in boutique financial planning/wealth management shops since college graduation (ba Econ & finance). I hold my CFP and CIMA- no graduate degrees. Is it realistic to be able to make a move to PE or IB space?

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Can anyone provide any insight on getting into IB, PE, or a hedge fund? I worked in wealth management for a decade and I think I’m done with this end of the business. I’m finishing up my MBA with a concentration in Mergers & Acquisitions. Series 7, series 65 and CFP as well.

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Can anyone provide any insight on getting into IB, PE or Hedge Fund? I worked in wealth management for a decade and I’m finishing up my MBA with a concentration in Mergers & Acquisitions. Series 7, series 65 and CFP as well.

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Can anyone provide any insight on getting into IB or PE? I worked in wealth management for a decade and I’m finishing up my MBA with a concentration in Mergers & Acquisitions. Series 7, series 65 and CFP as well.

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Any tips or tricks for CSX certification?

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I'm a pca in TN with around 8 years of experience. I am making 13 a hour. Is that low?

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Has anyone taken the CAIA ? Any tips ?

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Been asked to present my current client’s plan and PCA in second interview for a role. Am I being over cautious by not feeling comfortable with this?

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Don't you think it's high time ppl start calculating in hand salary and how much % hike to ask n all?? I feel that's immatured behaviour when few of them ask these questions 😐
Itna padliya, coding bhi ati h, exp bhi h... Phr kyu??

likefunny

I’m a business analyst for a large scale custom system for a client. My goal is to pivot to being a Product Manager in industry. Would a scrum master certification help my resume or should I do an AWS one? Already have other agile certifications

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Has anyone else had both markers dry out during a CPA exam? It's happened to me both times I've taken it.

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Phr vs waiting for sphr?
Taking the credential and want to prep.

Does anyone have any recommendations of career coaches or where to begin to research legit ones? I’m a part-time MBA student at a top 25 program and have 13 years of work experience, mostly in government contracting, with a few deviations from the industry. I would like to use the MBA to make a career pivot, but I’m having a hard time choosing a path to target. I’d like to explore working 1-on-1 with a career/executive coach to help with this process.

How to look about for opportunities for Acca candidate who has 3y experience in external audit ? Looking for suggestions ! Thanks

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Any openings in third party due diligence/ background screening? I am also pursuing CFE. Thanks!!

I want to get my masters in HR, but I also want to get my phr.. is it better to get one over the other? Or should I do both. Are there any masters hr program someone can recommend?

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First time poster here!

After spending 4 years as a mid-level ops manager, I tried to break into HR through talent acquisition. Now after 6 years in TA, I've had a hard time getting out of it. My goal was always to get into a more broad HRBP position, but I've since worked for smaller orgs without a solid HR career path. When I ask about my career goals, they keep telling me, "Soon!" Or "Maybe in 6 months!"

I'm testing SPHR in June. Any advice for securing the type of role I'm aiming for?

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I have an interview with McKinsey - Senior Associate, the role pays 50k more than my current role. (3YOE)
I have no consulting experience nor do I have an MBA. Somehow I’ve passed the first 3 stages and I am now onto the case study interviews.
Has anyone went from product management into consulting, is it worth it, Am I making a mistake? (London, UK)

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Been in Sales for 12years, done it all from transactional to complex, from 10k to 650M and from local to global, and 2 weeks to 24 months Sales Cycles - now aiming to move into a management role within the next two years, ideally mid sized business, build and execute a strategy for growth, shape a vision and drive the overall success on a more strategic level. Led teams and managers.

Masters and getting my MBA done currently - any advise what is key to make it happen?

Is it worth for me to get a masters (non-MBA) for Cambridge / Oxford after 3-4 YOE? Currently have an offer for Master of Bioscience Enterprise at Cambridge but not sure how helpful it can be for future opportunities.

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Hello, I’m current a Cyber Security Incident Responder but I’m a little unclear on what path to take in terms of certs/career path. What should I aim for? I current have a CompTia Security + cert and Splunk Enterprise Certified Admin. I’d also prefer the blue team or purple team.

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Multiple vacancies for CA/CPA/ACCA (0 to 15 years experience) across various locations in EY GDS. If interested send your CV at -

manalrehtal1986@gmail.com



Like, comment, share and spread the word to those in need !

#cafreshers #charteredaccountants #eygds #manager #statutoryaudit #assurance #panindia

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1 year Post-MBA and exploring Customer Success opportunities. What salary/TC should I expect? In the DC area and most companies are in the Series E or later stage.

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Epsilon is hiring for given engineering roles-

Java Full Stack/Java BigData
.Net Developer
Scrum master
Quality Engineer
Product Owner
UI/ UX
Product Support Analyst
AWS Devops

If interested, DM for referral

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Ok, so how bad are the side effects from IVF stim injections and the aftermath from retrieval? Thinking to use some sick or vacation days for the worst times but not sure how many and when.

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Can you recommend me a contracting agency? For temp work. I am based in NYC and a Product Manager

No jet bridge at LAX but got a nice close-up of this GE90 in exchange

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What’s the best points system for people traveling in Canada? So far I only use Bonvoy and Aeroplan.

What is the best online training centre for learning devops/SRE?

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What the salary slab for Engagement manager 2 in Akamai ?

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Is there any good reason to take a 10+ minute call in a bathroom stall at work? Noticing people doing this as RTO ramps up and I really don’t understand why you wouldn’t go outside or at least in your car.

Have any of you enrolled in or completed the Penn MCIT program and be willing to chat about your experience?

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Just signed an offer and moving to Chicago in about a month. Unfortunately, I don’t know anyone there. Any best practices for finding roommates?

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How does everyone manage CT shirts non-iron? Guy at the store said wash on cold and hang to dry but they’re still wrinkled then and I can’t iron

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It is almost the end of the traditional school year 😅. What are your summer plans?

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Hi All,

I got offer letter from mastercard with joining date as 14 nov and my LWD is 23 nov.. So i informed HR and they agreed that revised joining date will be provided as per LWD screenshot from current organization.

Now I have done follow up multiple time and they are saying they will do it and keep trust on them but not providing ETA.

So any one gone through these scenario and does mastercard extended joining date??

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How does globallogic selects candidates for Ascend program. I looking for opportunity in java domain. If anyone can reffer me for java Ascend program it would be helpful.

How to ask a company for counter offer (means how to sentence it correctly)?

I do have multiple offers and want to match the maximum amount with the company that I want to join.

Please share your valuable inputs.

What is FEP in mindtree CTC components

I am getting an offer of 20LPA (fixed pay) from Mindtree at C3 level. My YoE is 7years.

Should I negotiate on this?

What should I be expecting from Mindtree at my experience level?

What is Techno Managerial round in Mindtree? After the first Technical interview, HR called me and setup meeting for techno managerial round? What this round is all about?

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I have a ctc of 18 for 7 yoe at EY GDS and expecting a 10% hike on sept 30.

Got an offer for Mindtree, asked for 24 fixed, he said will get back to you, but hasn't yet

Is it too much a package??

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