PM if you need a Fidelity Referral!

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I was hired into a contract position but still want to work as an advisor for a few clients. Does anyone do this and give me an idea on what to expect?
What companies do you youse for products/investments and what CRM tools do you use etc

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Curious about career opportunities with Fidelity. I am a banker/relationship manager at an investor center branch for a BB. My main responsibilities are handling banking/lending for a book of business, discovery convos with prospects, creating financial plans and referring business to financial advisors. I have a series 6/63, life accident health insurance license. My goal is to get to a position as an FA. What fidelity roles would be most logical to apply for? Right now I make about 75-80k.

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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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Financial solutions advisor position in tampa salary?

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I am currently looking for a remote position as I want to move out of retail banking. I don't have a set timeline. I don't mind cold calling & I have excellent customer service skills. I also have experience managing a team fiduciary accounts and small business banking.

I currently have my SIE, 6, 63, Life & Health.

All role recommendations would help!

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Thoughts on the Morgan Stanley Wealth Management Associate Role? Is this a path to FA through MS? Has anyone heard anything about this position? Pros and Cons?

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When hiring an associate or junior advisor, does anyone have any input as to how to structure pay to be competitive but not so much of a salary that they’re not hungry?

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How many years does the typical paraplanning role last before transitioning to a servicing advisor? Current firm initially stated 2 years during interview process, since joining have heard them say anywhere from 3-5 years. Had about 2 YOE before joining.

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Anyone here work in a RIA with office in Miami or La Angeles areas that are hiring?

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Am I dumb for wanting to move into wealth advisory (being miserable in my current position) just a a recession is around the corner? In other words, I feel like these positions are more sensitive to recessions and I will be the first in line as I bring the least amount of value given my lack of experience.

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Anyone know how much does Financial Advisor Associate make at Morgan Stanley? I’m seeing 71k base + 51k additional pay. I was offered a FAA position but right now but I just started as a Relationship banker at Chase 2 months ago. I’m in the process of getting my licenses at chase( series 6,63 and life and health). I just passed my SIE. Any advice would be much appreciated!

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How many people have actually pivoted from RB role to wealth management private banker ? I just started my role as a RB and feels like I’m already regretting it lol. I worked at Morgan Stanley as CSA for 2 yrs and I def like client servicing more than retail banking lol at the moment I’m getting my license SIE, series 6 and series 63.

Anyone else still waiting to hear back from Citibank Wealth Management about a position you interviewed for a month and half ago?

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Anyone here work in an assistant-type role? I am a registered sales assistant so I have my series 7, and I also have the 63 and my life & health license. I was an advisor but I’m a career changer so I decided to take a role as an assistant for some time to learn, etc. I really like my role, but I only make 32k a year and after taxes I only take home about 25k… I have a gut feeling that I’m not being paid market value but its tough to find comparable salaries. What are your thoughts? Any advice?

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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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UBS I am going through the interview process with UBS. I applied for a financial advising position. I have had three interviews, completed the background check, and they asked me about my termination from last job, fired from mortgage company due to mortgage rates increasing. Last contact was a week ago. Since my first interview it’s been about a month and a half. Is this normal for their hiring process? Is this a good or bad sign?

Interview with Fidelity tomorrow for IC position, what can I expect and tips to do well. TIA

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How much should a series 24 holder make yearly? And is it easy to find a job once you get that license? I want to move into a leadership position as fast as possible

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I’m an associate in wealth management. I didn’t get a compensation increase when I got this position (moved from a different department 65k) and today I had the weirdest call with one of the higher ups. He essentially told me my title had changed officially in HR ok thanks bye… and I was left there like ????? What about the salary adjustment? I am so tired of getting taken advantage of because I’m not a negotiator guru. If you work in wealth management as an associate what is your salary?

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Hi! I have an interview for the role of financial consultant/financial planning and analysis @ computershare.. please share words of advise for me please... This is the highest role I have ever interview for.. I am currently a credit analyst! Any tips help. Thank you in advance.

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Has anyone worked for GW&K? I have an interview today for a client service associate role. Any opinions on the company? Ideally id like for the role to lead to an advisory position

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I am a year into a financial advisor training program. I am currently in the first tier. Feeling burnt out, and had a massive change in my home life. My husband was just promoted to a global position at a major oil company that requires weekly travel. We have decided that my quitting is the best course of action. I am on a team- what is the protocol for client facing positions? Do you give 2 weeks notice? Will they ask me to reimburse any training expenses? I appreciate any insight.

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Anyone done the virtual assessment for EJ hiring process? Tips?

Being approached for a Branch Manager role at RJF. Thoughts on them and role vs. MS?

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Info on GS wealth management professional position??

I recently accepted a position from BoA in the “financial advisor trainee program.” I will be able to get my Series 7 and Series 66. I live in SF Bay Area and this is my first position at a bank. The pay is 60k while getting licenses (4 months) and it will go up to 65k + quarterly bonuses. I have an undergrad in International business and recent grad with my MBA. I have 3 years experience in sales. Is this a good offer?How much to expect from quarterly bonuses at BoA? Any advice on the position?

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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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Is anybody familiar with the “Wealth Advisor” role for “Schwab Wealth Advisory?” Formally known as “Private client advisor” for “Schwab private client services” Interested to know if anybody has been in the role before or knows anything about it and if there’s room for growth. Appreciate any valuable insight from anybody. Thanks guys!

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I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

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I am a licensed private banker in the Pittsburgh area- series 6/63. 34 yrs old, changed careers 2.5 years ago. I would like to eventually move into an FA role. I am curious to hear if there are firms or banks in the area or surrounding areas that hire associates to partner with experienced FAs that eventually go on to build their own book of business. I am a fast learner, not afraid to work hard. I've heard of banks that support these partnerships but do not see many job postings.

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I had someone reach out to me from Schwab. Anyone have any details on an associate wealth advisor role? Thank you!

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Any United Capital advisors in here? how has it been under GS? any movement up to the PWM segment (ie $10mm+) or is it still really divided?

I’m 25 in a senior advisor role with a book of ~$30mm currently. thinking about moving to a 2 year RM training role but wondering about upside after that. I currently make $90k base with 25% rev first year and 15% after, I’d like to just make as much money as possible but don’t know whether to stay or go

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Does anyone have insight on how Wells Fargo premier bankers are and would you recommend the job over a morgan stanley Wealth advisor associate role?

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Fellow Fish,
Would anyone happen to have more information about the Investment Center ADFA, Remote Financial Advisor position w/PNC? I am most interested in the base salary/commission structure. I am in a licensed banker role right now and trying to feel out if this would be a good way to work into PNC Investments in lieu of a traditional branch Financial Advisor position. My thought is this could be a decent way to build a foundation of clients and then transition to a branch role.

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Salary ranges for group strategy director role?

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Currently scheduling “on sites” for a S&O role in CA. My referrer said they can hire as L5 or L6. Would like to land in the L6 bucket as I’ve heard 5 --> 6 is one of the more challenging promotions.

I’m looking for info on what the real difference is in responsibilities (manager vs IC, cross functional vs focused, etc) so I can focus on checking the L6 boxes during my interviews.

I’m also curious about whether this is something that I should just discuss with my recruiter directly?

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In the running for an Associate level, IR/Fundraising/placement agent role at a top RE shop(BX,etc). What should I be targeting as far as TC expectations? YOE:5 years

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S&P Global Hey everyone,

How's Product Manager's role is in S&P Ratings ?
I have a parallel offer with Salesforce as a Program Manager. More or less same ctc.

Which one should i prefer ?

Salesforce , S&P Global

I am looking to pivot from Engineering Manager role to SE, I have 16 years of Infrastructure experience heavily on Telecom, Unified communication and Contact Center. Can someone recommend leads or referrals in Canada.

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Any advice for landing an assistant/associate editor role? Anyone know of shops looking to hire full time?

How many years in a manager role would I have a shot to get an director role in the industry?

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What’s a good exit from IB in transaction banking? Is it normally similar comp ?

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likesmart

Hi..
I Appeared for an interview for RPA - Automation Anywhere. I didn't got any response after the interview. Then when I reached hiring manager through LinkedIn I got to know I cleared all the rounds but my expected cts is high so they might have rejected. First thing is I never said what I am expecting . And I clearly told In managerial round that I am open for salary discussion.

But no one responded. Will I get the call back in time? Or I just leave it and go ahead with other companies?

Hi! Looking for a referral for EY. 5 yo commercial and federal health experience, MBA & CSM, Cerner user, knowledge in change mgmt for HIT implementations, consultant in human capital, based in DMV

Hello! Anyone here with program manager experience willing to take a look at my résumé or share insights on how to land a PM role? Thanks! 

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Anyone else made the switch from a traditional shop to a social media one? Been at my new role for about half a year now and still not quite used to it.

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Honest question: how many hours do you work a week, what type of consulting do you do, and what is your position? Thinking of switching from big 4 consulting to MBB but seeking this feedback.

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Is it time for me to say that my luck is bad, if I’ve been through 3 super days (Don’t think I showed any red flags), aced modeling tests, had great rapport with hiring managers and still didn’t end up with an offer, or is it just me? What more should I prepare? Apologies for the rant!

likehelpful

Recently accepted position upon graduation as a business consultant with a software company. I’m looking for tips and tricks to early promotion.

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Anyone have insight into Sales Rep role at TQL?

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Would starting in an SEM analyst role pigeon-hole me later on down the road if I wanted to transition to more of a broader analytics role?

What are the key differences between a mid level and senior strategist other than years of experience?
Offered a role and want to understand what to expect as a senior strat

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Any recommendations for men’s smoking slippers / loafers in the $300 range? I like Stubbs & Wootton but can’t justify $550 each - there’s gotta be something more accessible.

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Hello IBM folks,
Can someone share the recent trends in GDP and PA distribution for the previous year?

Is it still 10-20% of the eligible bracket? OR it has improved from the past ?

Looking for case partner for once per week in preparation for BCG first round in 2 weeks. Please DM if interested! Been casing for 2 months now.

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I am looking for job change. I have 8+ years of experience in java development. If you have any open position please let me know.

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Quarantine Starter Pack insta @chicksonwallstreet

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Hi fishes,

Kindly share the welcome kit details from EY GDS India.

What are all the items will come under welcome kit

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Need some advice here.I am a fullstack developer with 5 yoe in Angular and Python.My aim is to crack FAANG companies.Now I got an offer from HSBC in a credit risk model monitoring role using Python.It is close to a data engineer role.

My question is that will it be a good idea to shift from development role to a model monitoring role if I want to move to FAANG in the future even for an ML role?Or does FAANG not prefer people who are not in core development roles?Amazon Google Microsoft Adobe Citi Barclays Bank of America

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I'm about to complete one year being a Financial Crime Analyst in Financial Services industry. I'm currently paid AUD85k. My performance has been outstanding and have received great feedbacks from higher managers and from other teams. I want to strike conversation for a salary hike when I complete one year in Nov and seek Senior Financial Crime Analyst title. What's the number I should be tabling and guidance on supporting that number? Any suggestions on the above?

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Has anyone hooked up with someone taken? Thoughts? Consequences of your actions?

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Who all are planning to leave PwC AC and what are your reasons?

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Anyone been able to get into faang with a software bootcamp? I have a bachelor in Mechancial engineering

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I’m new on a beat. What are your top tips for sourcing in a predominantly virtual environment?

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Anyone finds it very easy to be jealous of others? I always have this "problem" growing up and even when I can rationalize why I shouldn't, I would still feel that… 😞 and it just makes me sad

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Shoe lovers — what pumps, booties, or flats do recommend for the office?

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Is anyone involved in IAPP’s young privacy professionals group? Is there an age cutoff? They keep emailing but I wouldn’t consider myself “young”! Will they stop emailing when I turn 40?

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Hi Amazonians,

I am selected for final round of interviews for ProServe consultant role. Can anyone please guide me what to expect?

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What is the appropriate number of YOE before earning/awarding the title of “senior corporate counsel?”

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Does anyone offer any resume writing services? Or willing to let me use theirs as a template? I have 6 years of CS experience & a Masters degree but I am having no luck with landing a CSM position within the 6figure range, it’s seems like these companies are not even looking at my resume. Any help would be greatly appreciated!

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Hello all,
Will
Apisero increase the offer if we say that the present employer is matching their offer to stay back?

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