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

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I'm interviewing for a Financial Analyst role. Does anyone know what are common Excel formulas I should know?

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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

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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?

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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.

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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.

Post Photo
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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.

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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?

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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?

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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…

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How did you prepare for an Amazon interview in the finance department? Amazon

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Anyone here have experience with PNC Investments? Interviewing tomorrow, any insight would be appreciated!

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Transition from agent/RR to FA?
Interviewing now... what questions should I be asking? And, my production is down 50% vs YAG so would I be at a disadvantage economically if I move now... or should I wait until my numbers are up (since I presume that current production is the determinant for the incentive $ offered)

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I want to hire an associate advisor who will also be my successor. I manage anout 77 mln. I want experience, their own book, willing to work with me on a couple of growth projects that I want to do, will enter into contract but 1st 6 months or 1 year will have get out clauses because I need more time than a couple of interviews to know well enough to trust with my clients.
My plan is to be mostly out in 3 to 5 years, depending on personal and market conditions.
I do not want to be bought by

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I’ve been working at a commercial bank for 2 years now and can’t seem to get traction bringing in new deals. I’m not exactly the happiest employee these days. Is it worth applying to other jobs? Cont.

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I’m a Merrill Advisor based in the east coast, HCOL area and I graduated from our development program and joined a team making $90k plus paid on whatever I bring in. I’m interviewing for a private banker role at another firm where the base is $165k plus “discretionary” bonuses based on what I bring in. You would jump ship right?

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I've interviewed three possible additions to the team as new FAs. I liked the sliding pay scale we had at Edward Jones. Anyone willing to send me a copy of the current EDJ PDF showing the current scale they use, i.e., pay starts high & commission low the scale moves pover 5-6 years to where the pay goes to zero and the commissions (fees) go to max?

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What do you guys think about J.P. Morgan Chase private client advisor position? A lot of people say it depends on the location. Is this a good position for someone who is already licensed? I would love the bank leads. How much is the starting salary and overall compensation? I’m strongly considering applying for a position at one of the branches.

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Anyone experience UBS Wealth Planning Associate Program? Thoughts on the process, advice/pros & cons/interview components to be aware of?

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Could use a referral from someone at Morgan Stanley in the Southern California area. I am applying for their financial advisor development program. Please let me know if you can help. Thank you 🙏

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When interviewing with a company is it recommend to review the interviews LinkedIn profile? Does that weird them out?

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Had a phone interview scheduled with a prospect. They kept rescheduling. Then today they never picked up. Ouch.

likehelpful

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

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What’s the toughest interview question you’ve gotten or asked and what answer did you give/were you looking for?

Tips for a phone interview?

I performed mediocrely in an interview today for my dream job. Is there any way that I can save face? I didn’t bomb it but know that I didn’t do well, either

What's your answer to the "tell me about yourself" interview question? I feel bored when I say mine.

What’s too soon to follow up after an interview

helpful

Is it okay to bring a list of questions to an interview? I have a lot to ask and it’s hard to remember them all.

Can you guys share your advice on how to write an email to get you a phone call and ultimately help get you an interview? Sending cold emails right now and would appreciate your help

Do you guys write cover letters when applying to jobs online? I have never written one, but wondering if I should start. If so, any good templates or resources?

With regards to professional dress for interviews, are there any “don’ts?” For example, suits with patterns, tie clips, watches etc.?

What’s the most important aspect of interviewing? I’ve been trying to prepare for some basic questions, like best achievement/struggle overcame, but I’m anxious about how they’re received.

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How do you manage to keep a straight face in front of clients? Sometimes during interviews they’ll say something ridiculous or funny.

What’s the most cringeworthy thing you’ve ever said or done during an interview?

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I think I was just incredibly awkward in an interview. So disappointed.

Good questions to ask in an interview? I’m rusty

Any tips on being less anxious/nervous at interviews?

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Random, but I think it’s rude to not respond to a follow up email after an interview.

Tie or no tie for a business professional interview?

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Interviewing as an experienced consultant at D. Is $125K in a Tier 2 city a fair ask?

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Hoping for some advice on how to properly leverage another job offer to help make another company pull the trigger on you. I’ll explain: I’ve been interviewing with Company A for a month now and have met with GC, CFO, creatives, and today the final round with HR and CEO. I have a good feeling they will extend an offer but it’s not a slam dunk. I think I’m top 2. Company B has extended an offer but one that I’m not really considering (moving to a new city/not enough money). Do I mention this....

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Interviewing for a data scientist role. They gave me a week for a case study where I’m asked to clean data and then derive data insights (python), and then make a PowerPoint to present my process and results. Any case study samples out there I can reference to? Much thanks!

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Interviewing for a deals analytics role at EY- the interview day will include time with a partner, a senior manager, two managers and a 3 hour case study. What should I expect?

How long after a final interview for a PE fund would you say is normal to wait before hearing a response? And what’s the time frame that after it’s passed you’re probably chalked?

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I’m a mid level associate interviewing in Atlanta (non-lit). What are people’s thoughts on suit v. dress/blazer combo for interviews?

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Getting my MBA, have a PM intern interview with Zillow next week. Any advice? Looks like a mix of behavioral and case

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I have an interview with the hiring manager of a team coming up! I believe it will be behavioral but I’m pretty rusty when it comes to interviewing and I’m so nervous 😖 any tips?

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How do you answer "tell me about yourself" in an interview?

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I’ve been trying to get into The Walt Disney Company for years and can’t seem to make any progress. I’ve tried introducing myself and connecting with recruiters on LinkedIn and of course, applying to jobs on their site. Would anyone happen to have any words of advice for someone trying to transition from the ad industry into the entertainment industry?

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So I had an interview with a company (3 rounds actually) which went pretty well. I even rearranged my schedule for last minute interviews because it’s the job that I really want. My recruiter said that they all love me & even wanted me to speak to the CEO. Then they needed a few days to speak with another candidate. After a few days, I was told that they needed another day because the other candidate couldn’t interview with the department lead. I’m really worried now. How should I take this?

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I just got laid off and I just don’t know what to say “if” I ever get an interview. Any tips would be appreciated. I know when you get laid off, no one wants to hire you.

Interested in applying for the SAP Tax Senior role @Deloitte. Essentially have 4 years background in Tax and would like to shift to a more technology related role. Thoughts on whether Deloitte would even entertain my background?

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Didn't make it to a 2nd round interview for a role I'm well suited for. Seriously bummed

I will never make Partner. Am worried people only see an old, irrelevant lady now. How do you cope?

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I got an offer from company A but I’m more interested in company B, who I’ve had one interview with so far. I think I’m going to turn down A regardless. Is there any benefit to telling B I got an offer from another company but that they are my top choice?

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Looking for insights on Olgivy on the PR side. They have an opening in SF and I’m considering applying. Winning business or shrinking? Staff growth or loss? What about the culture?

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What sorts of SQL questions are typically asked in interview questions for senior data analysis jobs? Like is knowing SQL from freecodecamp enough or should I look into taking a course online?

I’ve unfortunately not gotten the chance to use SQL in my current position so I don’t feel like I have enough experience in it, but have experience in everything else (Python, tableau, storytelling, etc)

SQL DBA INTERVIEW TIPS

* Nowadays interviews are more inclined towards

* Cloud knowledge AWS/AZURE (mostly on prem to cloud migration)
* Performance tuning
*Always On

My sister got a second round of technical interview invite from e-bay for risk analytics. Does anyone know what the second technical round is going to be about? In the first technical round, she got questions on SQL.

Additional Posts

Hello,

I have a quick question here. Could anyone tel me how is the work culture at Deloitte India ? I have been offered a role there and I have an schedule interview next week.. i wanted to check here before I went ahead with the interview.
How is the work life balance , hike , appraisal, compensation ?


TIA

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What are your opinions on going deskless in the classroom?

I just finished Shoe Dog. It was a great book about Phil Knight’s entrepreneurship journey, but came up short on Jordan influence and brand story. Does anyone know any books specifically about the Jordan brand?

likeuplifting

03/04 check-in

Happy Fridayyyyyyy!!

I am a bit tired but plan do a quick bike ride this morning. What y’all upto today?💪🏼👊🏼

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I spin my wheels for hours trying to get my ideas into perfect pitch decks.

Are there strategist/ppt designer hybrids that freelance. Kind of looking for someone to work WITH me so I don’t get stuck in my own head.

Is it a “business designer”?

Pls help

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Hello Fishes,
I am an orthodontist by profession but I am blessed with writing skills. I also have done course on content writing to polish the skills. But owing to my degree I think I will face issues in acquiring work or job related to writing.
So can anyone suggest way out for that?

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What’s the working environment for Big4 in Seattle?

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Hi all, recently a recruiter from Amazon reached out for an SDE 2(2+ years of exp. required) role and I'm a recent CS grad. I gave the OA (which was extremely difficult w/ 99% cut-off) and other tasks related to the OA. A few hours back, I got a call from the recruiter that I had cleared the assessment and tasks and said that they are looking for 2+ years of exp. I said I'm open to the SDE1 role and said she'll ask her colleagues. Idk what to expect now 😥 Amazon Amazon India

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Is it a bad idea to mention to a recruiter I have an offer or a pending offer at another company? Will they shun me if I do this? I was thinking of using it as a tool to get more information about where I stand in their process

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When is too soon to quit a new job?

like

How do you deal with depression and being an elementary school teacher?

like
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Hey folks,
I m moving to Pune and would need some guidance to settle around Hinjewadi phase 3.
I would be happy to have private room (flat)/single room(pg). How much would it cost..?
Please feel free to DM..

Last year when did equity awards hit our accounts?

What happens if you leave after getting the award?

Luxsoft DXC Is a good company?

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Do y’all know the 3 Ps of a great car?

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Thoughts on DDB Chicago, more specifically the Army account?

Hi All,
I am currently on my notice period and searching for a bettee oportunity, it would be really helpful if you can take out your precious 5 minutes and refer me to some positions if available, thanks in advance!
YOE : 2 YEARS
SKILLS: Data Warehousing, ETL ,GCP, Python, spark(basic), SQL, airflow, cloud function, dataflow, BigQuery

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