Is it possible to have a fully remote position?

My brother is a college student in Minnesota looking for a summer internship in our field. Is anyone here hiring or know of someone who may be willing to provide that opportunity?

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Looking for your most unique idea for client/referral events. People in my town don't get enticed by dinner with strangers. What's something out of the box that might get them off the sofa?

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What certifications would be good to get as someone who is fresh out of college and in their first role?

What do you do if a client is out of state but wants a referral for a CPA, estate planning attorney, etc? I asked my local contacts but they are not licensed in the other state.

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Bank of America financial solutions advisor. Has anyone worked in this role? What was your experience? I need to find a new job and I would like to learn more than the brief comments on Glassdoor.

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Looking for ‘thank you’ gift ideas for a CPA whose referral resulted in a $27M account. Any ideas for something in the $3 - $5 thousand range?

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Working as due diligence investment strategist in The chief investment office under the Investor Solutions Group.

Curious for industry standard for an this type of role in nyc??

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I met an attorney through a friend. He agreed to meet with me and try to develop a referral relationship. He is part of a large law firm that specializes in elder law. Any suggestions ?

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Does anyone else accept phone interview requests when you love your current role? It’s really very refreshing.

For those that work at an RIA and are relatively “young” advisors - what’s your compensation structure? Base + bonus + referral fees? Split rep fee?

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Do any of you have a side hustle job outside of your role as an advisor to make extra income? If so, what, how much extra income, time commitment, etc?

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Culture at PIMCO? Considering a role there (non-Investments)

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What’s your test when you're looking for a new assistant? In the process of hiring my first one

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Your best comeback stories? Ever had someone fuck you over, only to find yourself in a position of power over them years later? How sweet is sweet revenge?

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I just referred our Investment Bank an underwriting deal for 100M bond issuance for a US City....any idea what the fee is to underwrite the deal? I’m trying to calculate my FA referral fee

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I didn’t think this day would come so soon but I’m ready to look at jobs. After updating your resume, any tips on next steps? How did you go about searching? Recruiter, LinkedIn, referral?

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What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

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Who the hell wakes up at 4am? Post your age, position, country. Let's find some similarities.

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FA rules to live by:
1. Never take on another advisors headache client.
2. Never take on a headache client just because they were a referral from a good client.

Both have burned me!

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Took a role and will be managing 3 people for the first time. All 3 are more experienced and older than me. Any tips from the folks out there that went through similar stretch roles and succeeded?

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If your job role was a movie, what would it be called?

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Thinking of hiring an intern or two for this summer, what's the best way to go about finding good candidates?

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How do you get folks to understand that having a fully funded emergency fund is the foundation of a healthy financial position? I have a young client that I took on bc his parents are huge...continued

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Let's improve our lives at work by breaking down the obstacles we face.

What are the biggest challenges you consistently face in your role?

What roadblocks should leaders at your firm focus on eliminating to help you reach your full potential?

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How do you say no to a referral without damaging a current client relationship?

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Starting to get referrals from referrals!
1. Have clients "tell their friends"
2. Kill meeting with referral
3. Ask referral if their happy they were referred

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I’ve been approached by Ameriprise to work as an advisor out of a local bank. Love what Jones has done for me but like the idea of having a constant referral stream from the bank. Thoughts?

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Would you take a high salary ($80k+) but minimal bonuses, or low salary (less than $30k) with unlimited bonus/commission potential? I’m in between two offers for a private banker role

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Has anyone done the financial advisor program at Morgan Stanley? The hiring manager is offering me to work with a senior advisor during the program also. Does this sound too good to be true?

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What do you say when you’re emailing a referral for the first time to reach out to them? I don’t know what to say and I don’t want to write anything stupid or put them off by saying the wrong thing!

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Should more people on Wall St have gone to jail for their role in causing 2008? Curious to hear from people in the industry!

likefunny

Any advice on resumes when applying for a bunch of jobs? I know it’s best to tailor your resume for the specific role, but that doesn’t seem realistic when you are mass-applying for different roles

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What is your “go to” sentence or paragraph when asking for a referral?

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Comp and performance expectations for new college hire, Jr acct manager? We are contemplating hiring our first jr assoc fresh out of school. What is reasonable comp and expectations for new revenue?

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A headhunter reached out to me, asked if I was interested in a position, I replied positively and still have yet to hear back. It's been a week. Not sure if this is normal...

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When negotiating compensation at a new company, new role, should I tell them (or omit) what I make now?

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Fee only advisors, what do you charge per session? I’m thinking of branching off and becoming an independent advisor versus my current role at a bank. I’m an advisor at Merrill Edge now

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Fresh out of college. Starting as a CA at a wire with a $1 bil AUM group with the idea of me moving into an FA role as I learn the industry and build a book. Any tips would help.

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Had a great meeting with a director about an open role, everything seemed well, two days later ask about interviews, sorry the role has been filled.

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Related Posts

Any mid-level copywriters looking for work? We had another writer leave and are looking to fill the position. It's a small shop with incredible creative leadership and fun food accounts. Trust me, you’ll get a lot of opportunities and have a blast. PM a link to your book and I'll tell you more.

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Business Performance Manager role what level is this targeted at?

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Anyone here that completed Udacity data analyst nano degree program? I feel that it would be a great way to get into the DataAnalytics practice or find exit opportunities in the industry? Thoughts? I am a first year Senior Consultant.

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Corp dev associate role at F100 with an all in comp of 90k….. I have 3 YOE and am pretty torn here. Work would be interesting, lifestyle would be 10x better. Any thoughts here?

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Any ideas of the expected comp range for a strategy manager role in industry?

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What would be a fair range for total compensation (base, rsus, bonus) for Senior Product Manager role in FAANG in Bay Area? Wondering if it’s worth relocating with family given cost of living there.

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How do y’all calculate a contract job? Speaking to someone that is hiring a producer from Aug-May. Not sure how I calculate my rate for such a long period of time??

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BCG friends - what exactly does the PTO (Predictability, Teaming, and Openness) role do? What does the role entail / how do they work with consulting project teams?

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Why don’t recruiters tell you upfront about the role they contacted you about? I had a message from a recruiter yesterday from a recruiter about a copywriter role she’s working on...

likehelpful

Been working in RPA for over 2 years as a consultant/senior consultant. Thinking about leaving it as I do not see a future in it at all. What kind of position could I pivot to? Anyone left RPA

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Deciding between PWC Core Assurance or KPMG Internal Audit for associate role. Would love to hear from people here about what is best.

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Best consulting firms for PE work (CDD,Value Creation)? Looking for the best firm for exit ops to PE ops eventually. Thanks!

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Anyone have a Branch referral code? I’m starting a new role in PE and wondering if this is decent chair out there besides the usual HM, Steelcase and Autonomous

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What's the approval process for changes in comp after you've negotiated with the recruiter? Does it go to hiring manager, department head, and then HR as next steps?

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Can anyone from fractal refer me for data analyst position? I have 1 year of experience along with 2 years of freelancing experience.

Deloitte reached out on LinkedIn for an advisory principle/md opportunity in Jan/feb. spoke with the recruiter and was ghosted - figured it was dead and didn’t follow up as I’m pretty happy in my role. Now a new internal Deloitte exec recruiter contacted me to follow up…6 months after being ghosted. Any thoughts on partner/principle recruitment process at Deloitte? Is Deloitte wasting my time? Any insight from current partners at Deloitte would be appreciated.

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Currently work at Moody’s as a credit analyst trying to figure out what are good exit ops, if anyone has any advice please let me know, feeling pretty stuck right now

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Hiring account roles from AE to Director. HCP and DTC offerings (including tv). DM me for more info.

Can anyone talk about the fixed income research role (Hours, daily tasks/projects, exits opps/career progression)? Is a Masters needed or can you start as analyst as opposed to associate? Any insight is greatly appreciated!

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what do you say is your current position on your resume? i’m a consultant in tech, but i’m not sure if “technology consultant” is useful to employers. should i write what my project role is instead?

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Additional Posts

What would you choose and why? Core Tax, SALT, or International

Hi ,
Need your suggestion
YOE : 6. 5 yrs
Technologies : Salesforce ( vlocity)

I have an offer from
Accenture - 18.75 (including 21% variable) + 1.24 Lakhs JB
Cognizant - 19.29 fixed + 70000 variable + 1 JB
Tech Mahindra - 20 Lpa fixed + 2.3 lakhs JB
IBM - 23.66 LPA all fixed + 2 lakh JB

Please help to decide which one is better

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Hi fishbowl! I am an award winning freelance creative behind a big viral campaign, I am available to start a new gig this Monday, my current freelance gig at a big pharma agency is ending. My expertise is big dangerous ideas as well as design. I take my ideas from concept to execution. Please reach out if you’d like to see my website / connect.

likefunny

Anyone want to hangout?

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Besides Deloitte, what other firms would you consider working for that serve public sector clients and why?

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Does BAH offer stock units as a part of compensation?

What would be a fair range for total compensation (base, rsus, bonus) for Senior Product Manager role in FAANG in Bay Area? Wondering if it’s worth relocating with family given cost of living there.

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Saw some people from EY TAS change their titles to Strategy and Transactions on LinkedIn. Is this just a fancy name change the group did or are EY TAS folks now doing strategy work in addition to the typical FDD work ?

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Anyone up for practicing case coming weekend?

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Does anybody have any material covering the basics along all industries?

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Has anyone done Uber as a means to keep bills paid while in transition? wondering if this would be sufficient financially

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What are Designated Support Engineers and Strategic Support Engineers making at Broadcom?

Hi Fishes, Recently got offer from Salesforce as an Technical Salesforce Support Engineer. Can you please share what actually it is. I'm from java background YOE 2.

I'm confused which one have to choose one hand I'm holding LTI offer as Java developer.

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I’d rather not put a title behind my name, but if I were looking to attract the attention of recruiters on LinkedIn (legal and public accounting) would using “JD” or “Esq.” behind my name help my name pop up in a search?

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About to get promoted to SM at EY. How much should I expect? Does it grow within SM cohort?

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Why is Salesforce Marketing Cloud Consultant certification this hard compared to other SF certifications? Any tips to crack this?

I have Moderna calls that expire on October 15 with a strike price of $300. Should I sell before S&P 500 inclusion and buy back in?

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Hi guy please help i got laptop from publicis which is very old. Can i ask them to change it?

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Any Chicago folks in here..?

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