I'm looking to become a financial advisor down the road.
I have my SIE, S7, and S63. Have an interview as a Investment Solutions rep at Fidelity Investments. Can anybody shed some light on what the position is like as well as likes/dislikes of Fidelity?
I went through two rounds of interviews for
a job that the posting stated $36.66 per
hour (FP&A Analyst)…the company
recruiter had told me in the initial call the
pay could be 32-36 because of the other
benefits. If I do get a job offer what range
should I try for? I was really hoping to get
around the 36-40 but now I feel like they
may try to offer lower than what was
posted. Also there was no range but the
average for this position is upper 70s-90k.
Thanks for any help!
Edward Jones asking for your salary in Florida application? Can you put NA and will they still have you go through the interview process? They also ask about supervisors? Will they contact them?
25yo, recently have interviewed with an asset manager, JH to be exact, for a project management assistance role. While I do desire to work for this company, longer term I want to make a transit and jump into tech focused PE fund. Anyone has thoughts on the how this jump would be looked at by recruiters, what transferable skills would be practically applicable and would this transition makes sense in your eyes ?
For the first time, I’m interviewing for a non-sales opportunity at Edward Jones. I’m excited for it, but also nervous. It’s a back office remote opportunity. Has anyone interviewed for an Edward Jones back office job? How was it?
Hi Friends, I’m interviewing with New York Life for a CVP /director position can someone let me know the levels of CVP and corresponding salary ? Is CVP lower than director ? Where is VP in this hierarchy. Coming from banking where everyone is a VP :)
I am going through the interview process at Edward Jones. I have heard about the goodnight asset sharing from several existing FAs. How much in assets typically get shared?
I am going to be interviewing for a Regional Consultant role at GS as someone came to me because they thought I’d be a good fit. I am happy in my current role and I am wondering if anyone has any additional insight into the role besides what I was able to obtain from the job description. Any info regarding average pay for Regional Consultants at GS and benefits is mostly the information I’m looking for. Thank you!
I've been interviewing with TD Bank in Massachusetts for a financial advisor position. I do not currently have my 65. If offered the position, I will be first offered a 60 day interim position when I would study for and take my 65 exam. After passing, I would be offered the FA position.
I have 2 years of retail banking experience, and have done exceedingly well in the wealth referral space. What should I ask for/be expecting in terms of base salary?
I’m interviewing for this Advising Specialist position at Edward Jones. It’s a remote opportunity that will allow me to stay in the industry in a non-sales format. Does anyone or know anyone that has any experience interviewing and/or working for this positions in the last three years? What type of candidates do they look for? Any tips or any things I should know?
I have an interview for Financial Advisor role in a bank. What questions i can expect and what pay should i demand?
For an interview for a non-tech role at a tech company, what do you typically do/say that helps you stand out against your peers?
Hi everyone: I have a second interview for a relationship manager role with Goldman Sachs (PFM). Can anyone offer any insight as to what types of questions I should prepare for (ex. Behavioral)? Thanks!
I have an interview with airbnb for a data analyst position and this feel like a dream but I don't really know how to prepare for this. I'm scheduled for a recruiter call but haven't been doing so hot in other interviews at diff companies. any advice on how to prep for this recruiter call or what to expect?? any advice would help!
Charles Schwab - I am currently licensed 7 and 66, 5yoe at another firm in a non-consultant role. I am interviewing with Charles Schwab for an FC role. Anyone with experience care to share the pro's and con's? Salary expectation in the Northeast region? 1st year total comp expectation?
I have been a CA for about 2 years with a great team at Merrill Lynch . Looking to get my feet wet as an advisor but don’t have a network who can reach the $250+ threshold. A recruiter from JP Morgan reached out for a role that is like an entry level FA. All Working remotely. Should I consider interviewing? Any idea on the difference in pay, culture etc between Merrill and JPMC? Thanks!
I just finished first round of interviews at Charles Schwab. They mentioned starting off as a financial consultant level 1. Can anyone give insight as far as comp structure? What’s the average payout for this position? How long fits it take to move up levels?etc
I'm a senior registered client associate applying to be a financial advisor. Any tips on interviewing? Anyone make this transition successfully?
does anyone know what CVS medical excel assessment for a finance analyst consist of? I have an interview in a few hours
does anyone know what CVS medical excel assessment consist of? I have an interview in a few hours
Any advice for preparing for KPMG Tech - Deal Execution - Integration and Separation competency/ technical interview. Thanks
Hello! I need some real insight. I am currently being positioned to be apart of the primary team opening up a new branch for Regions. Only licensed currently offered is the Life which doesnt exactly assist in my lateral move of obtaining any of my Series licenses which they do not sponsor. I am currently in the interviewing process for JPM Chase that will sponsors the 6, 63, Life, and 7. Not sure what to look at to make the best decision. Any advice will be helpful. Thank you
I'm interviewing for a Financial Analyst role. Does anyone know what are common Excel formulas I should know?
I'm in the interview process for a FA position in the sales finance team. There's going to be an excel test for this that is done on the spot. Does anyone have an idea what will be tested on this? I'm assuming there will be a sales commission model since it's the sales finance team but I'm honestly not sure at all what will be tested and I'm pretty nervous for it
I had a call with a team member for a position I'm in the interview process for (soon to have a call with the recruiter). The person seemed passive aggressive during the call and hung up on me before I was able to say thank you for his time or bye. I didn't have my interview yet but I was told that this call is known to the team and the recruiter. Does it seem like I bombed the interview before even having the interview since it didn't end on a good note?
Interviewed with EJ, RJ, and Stifel as a new advisor. which to pick? EJ offering way more base up front with small goodknight to start. RJ’s fancy AMP training program is just slap a yellow pages down and start dialing with little to no practice building training. Stifel seems similar to RJ, with less hidden customer fees, more flexibility on customizing your fee schedule per customer, and there is a possibility of the lead FA in the office retiring out soon with his 120m book.
I am planning to open my own financial firm and I’m looking for partners. Searching for someone who is hard working with great people skills, and strong integrity. If you’re interested message me and I’ll try let you know if your eligible. Interviews will only take up 30min of your time and even if the amazing opportunity doesn’t fit you, you will learn some new valuable information for you and your clients.
Any body have any guidance on Goldman Sachs personal financial management. I have interview coming soon and would appreciate intel. It’s for there Vice President Wealth advisor role.
I interviewed for an employed role and knocked my business plan pitch out the park, but could tell I disappointed them with my technical. By my own admission I’m lacking in this area as only have 1.5 years experience with a poor manager who only had me focus on biz dev.
They asked me what my salary expectations are but had already hinted my experience would knock me down a pay grade.
As it was 4 of them and 1 of me I said I would email them. How do I play this without lowballing myself?
I’ve interviewed with three companies, all of which took me to third stage. Despite giving incredible praise, all three declined because they fear I’m too ambitious or want to be running my own business (I genuinely don’t). They ask ‘what’s the vision?’ but it feels like a trick question because when I answer they question if I’m employable. What should I respond, that I have no vision and I’m happy to tick along?
Managers, what am I missing? Do I really need to act like I have no ideas/goals?
I’m interviewing at a fund house. They wanted a paraplanner but the headhunter sent me (a 2 year advisor) instead. The person I’d be working for loved me and is willing to create a role. He had me speak with his boss who said I was great and would second creating a role; he also told me I’m in demand and that competitors would bite my hand off. They had me speak to the head of staff who oddly positioned the meeting like I should be grateful to work for them, despite saying I could be…
Thinking of applying to BCG in a southern market and I have 6 yoe (4 audit + 2 restructuring consulting). I have 2 questions:
1. Do the MBB firms have casing interviews for experienced hires? Or is it more of a behavioral interview?
2. Is there a specific resume format for MBB that I should follow?
BCG folks.. have an interview with knowledge & analytics next week. Some insights into that team? Thanks
Invited for onsite interviews for a Manager position in EYs Program Management group. I am part of almost the same group at K. I am 5th year Manager and up for promotion this year at K which also..
Advice on moving from Accenture Strategy to MBB as a second year Manager? Anyone willing to recommend top performer? What is the interview process? Comp expectation? Anyone made the move?
What’s the typical salary range for Manager level at PwC Risk Assurance? I’m looking at two teams - 1) Adv Risk Analytics and 2) Enterprise Systems Solutions. Also, what can I expect in the interview?
Has anyone interviewed with Arthur D Little (ADL)?
I started with the partner and had a case but now have 3 more cases. Wondering what others experience was like. Arthur D. Little
Folks any thoughts about Accenture Strategy Consultant Development Program? Anything unique about their interviews?
I interviewed a company (the final round: meeting team members) two weeks ago and I think it went very well, but just now I noticed that they post the same role but with different requirements on Linkedin , so does this mean I failed? or they are just trying to reach more candidates?
Working in the industry and have been looking forward to get into consulting interviewed and was given an offer to work as a consultant.Amid this pandemic should I risk it and take the consulting gig?
Have a 2nd round interview tomorrow with a senior manager that I haven’t met yet. Would it be strange to ask him some questions about his background (found them on LinkedIn) during the interview? I want them to know I came to the interview prepared
I'm currently interviewing for a senior finance manager position with Amazon in Seattle. Levels isn't helpful in breaking down base, signing, and equity components. Anyone know an average or range?
Kindly help me to get an interview in Microsoft for sql , ssis (MSBI and power bi ) developer role. Microsoft
Anyone here work/have worked for cloudreach? Have a few questions about salary/interview process
What do most BTA’s start in GPS Deloitte? Friend is applying to start over after 2 year in industry but we’re not sure of starting comp. is it 72? Possible to shoot for a consultant level role?
I had an interview a couple of weeks ago with an agency's CD. The interview didn't go well tbh. He seemed bored throughout.
Anyway, I got a call from the HR today saying that CD's feedback was good but I don't have the relevant experience.
The same HR had initially reached out to me on Linkedin. Is it that they didn't notice my inexperience or was that just an excuse?
What questions should I anticipate in an interview w/ a bank for an AML role? For ex, KYC questions. Serious replies pls.
Has anyone interviewed with OC&C?
So let me get this straight. Democrats think the tactic of blaming Trump for the rioting and looting that they are doing is a good tactic? Clearly, there is only one side inciting all of this violence - atleast a majority of it - being enabled by Democratic politicians with their race-baiting tweets. Whenever I see tweets like “vote Biden to save this country”, it really makes me wonder what the Democrats are thinking with this foolery.
Hrs could feel this🥂😉
Happy Hanukkah to all the gay Jewish fish and to everyone else, whether you celebrate or not! 🤗🕎🏳️🌈
Shamelessly scheduled a doctors appointment for this morning so I could shop and grab them sales... 🏻 👛 👜 💃
Can anyone share steps to get working certificate Form60 from tcs because the RTO has rejected the Bonafide
What has been your proudest moment as a teacher?
I’ve been helping a tiny production company start-up that’s only paid me once in 5 months, and for only a small amount of the work I’ve done for them. When I followed up with them on payment today...
Please give some advice/input , Need to know the names of good Product/Service based organizations which have good WORK LIFE BALANCE, Good Environment to work.
Skills : C# .Net Developer, WPF/WCF.