If he moves to a cash position then he will suffer the loss. Currently it’s a paper lose not a real loss

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Hey fam, I have a small coffee chat with a referral. How should I approach it since it's gonna be pretty casual? Any and all help would be great and appreciated.

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30 yr old client wants to move to a cash position bc we’ve lost what he deems too be too much this year. I’m new so my first real conversation like this. How do you approach it? What would you say?

likeuplifting

Who here has given their clients a referral sheet and actually gotten it back with names? My lead advisor insists that I do this and give them a deadline to get it back. This makes me cringe. Cont..

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What does it mean when a recruiter rejects you for a role by telling you that the hiring team thinks you have potential and would like to revisit you in 12-18 months?

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I’m two years into my role and I’m not having any luck landing new clients. I know wealthy people but I have getting trouble getting meetings because I’m too young. I want to partner with a senior....

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I got hired on the same day as a male colleague. Same position, same age, but he got an office and I got a cubicle. Should I say something to HR?

likeupliftinghelpful

Inbox zero or every e-mail since hiring? What's your mailbox like?

like

Best methods of hiring an assistant? Need help with Account opening & updates, processing distributions, scheduling and updating financial plans.

like

I sit in a chair for 9+ hours a day, I have a 49 mile commute so that's an additional almost 3 hours in the sitting position. Then I sit at home and study every other hour. ALL I DO IS SIT.

like

When having lunch with a referral what are some talking points that you come prepared with?

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Thinking of making the transition from financial advisor to some type of financial analyst role. I’m tired of being tied to sales goals and I’m drained. Any tips/insight on making this transition?

like

Self-doubt and imposter syndrome are dragging me down in this new role with high expectations. I'm procrastinating because I feel overwhelmed. What small changes can I make each day to fight this?

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How significant of a role does your credit score play when applying w/a wire house?

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My friend wants a referral for a job at my firm but is under qualified. What's a good way to tell them that without hurting their feelings?

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I'm considering hiring someone who may be required to have a series 65. How long should it take someone who is (a) smart & (b) no industry knowledge to study and pass?

like

Anyone have or know of others who have a commission-based assistant? I seriously doubt this is legal I don't know why anyone would except such a role but there are definitely people out there doing

likehelpful

You are hiring a Sales Assistant. 5 days a week. How do you pay her/him. hourly? salary? And how much?

I'm considering hiring someone who may be required to have a series 65. How long should it take someone who is (a) smart & (b) no industry knowledge to study and pass?

like

Just curious: Most hours you've worked in a week and your position at the time?

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I’m so sick of not being taken seriously as a younger advisor. I’ve been a year into my role with high minimums ($5mm)+ and uhnw clientele turn me down for meetings left and right. Tips? Suggestions??

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I’m considering a FA role at JPM. It comes with a book of around $30-50 million. I would need to get my 7, that’s the only hurdle. Any insight into what it’s like to work for JPM? Work/life, income

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I may be in a position of setting up a new office in the not too distant future. We currently have a $5,000(?) machine that networks our computers together. Can this now be done virtually?

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Has anyone ever been involved where you were giving a referral fee to someone w/out them being an RIA? I have a referral, oppt w a CPA firm, but they're leaning towards wanting a referral fee

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For those of you w experience in hiring support staff - what do you look for in a Sales Assistant? Not only qualities, but what do you look out for as red flags?

like

10 years in the industry, CFP, support role at an RIA. Just accepted an FAA position at Morgan Stanley. Has anyone been through the program? Any insight or tips welcome..

likehelpful

Exit opps for a FA outside the industry?

likehelpful

Looking for advice from all quarters. Hiring an intern from part-time to full time (new college grad). What would you want to see from your boss/employment if you were just starting out from college?

like

Has anyone had any experience with Bill's system of prospecting by referral only? He has an entire "ideal life" system, to the tune $8,500.

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I have an attorney who sent me a referral. They have no $, debt, and will receive a small QDRO. Going back and forth between charging little to nothing to treating her like any other referral.

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Looking for a marketing/admin/junior advisor role in my practice. Currently managing 250 mil in nyc all fee based and will inherit another billion within next 5-10 years. Provide email if Interested.

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Interviewing for a Non-registered Admin. What do you believe are the three most important traits/skills as a candidate for the position? (This will be my first admin hire.)

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My mom owns 3 banks in 3 counties. They don't have wealth management/asset mangement. I planned on using them as a revenue generater/major referral platform but is there any way I can get in trouble

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Referral calls in at 12 pm out of the blue from a client. We’re on the phone with vanguard by 12:30 rolling 1.1 mil into a fee based at 1%. Love a good hump day!!!

likeuplifting

I'm splitting off from a partnership and hiring a new assistant. Are there any standardized employment agreements that cover confidentiality?

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We are actively looking for an administrative assistant. Also willing to speak with brand new advisors looking for a salary, willing to provide support and grow into a role as a financial advisor.

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How to politely reject a job offer after going through interview process? I don't want to burn bridges but I got the position I wanted elsewhere. Thoughts?

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Anyone work at PNC bank as an FA? My nephew is thinking about taking a position there with 4 bank branches. Is it a good gig?

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I have an interview with Bny Mellon for their Associate Wealth Director role. It looks like it’s a development program for 2 years, have any of you done a program like this?

like

Has anyone tried a referral revenue sharing program for advisory business referred by CPA's, attys, insurance agencies?

like

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I have accepted an offer for the role of Director of Data Science & Analytics and I'll be working with old colleagues. I am very excited. I haven't given notice yet because I am waiting for the background check to complete, but my boss just asked me about traveling to a meeting in November. I start at the new job Oct 25. I'm really struggling for how to respond. If I were not leaving it is absolutely a meeting I should be at. I don't want to respond with a lie. Any dvice on how to respond?

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Got a random email from a supposed Amazon recruiter for a SDE position (which is not at all a fit). The email is amazon.com domain and there are no red flags in the body but it doesn't feel like an Amazon recruiter due to the tacky signature, etc. Has anyone seen this kind of cold-calling from FAANG recruiter?

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I have a good friend who is looking for a VP of marketing type position coming from a top health system. Minneapolis area, has prior Big 4 experience and an MBA from a top 5 program. Thoughts?

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I'm thinking I won't be getting promoted if not laid off at the end Q2 or sooner. What are some good exit ops for an associate with 2 yoe in tech consulting? Exp in Cloud, PMO, IT Risk, and SoD.

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Any LA shops hiring entry level art director/content creators? Love creating social, video, and pretty much anything in between.

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I am an Associate (equivalent to team lead in my company org chart) with 14+ YOE in FP&A. Looking to make an external move to managerial position. Should I obtain any of the BI certification to make myself more marketable?

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Would you leave top bank in Canada when you are 18 months into role as Branch Manager and just about ready to move on to next role for a 45% salary increase, no commute (down from 80km one way), but you need to be BM for 3 more years at different Big5 bank?

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I am starting a new role with a new company and will have 6 direct reports. Although I have managed teams before in a consulting project setting, this will be the first time in industry. Any recommendations on how to sharpen my management skills (books, blogs, etc). Particularly looking at how to delegate effectively and practical examples on how to run day to day.

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Business Performance Manager role what level is this targeted at?

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Would any biglaw recruiters/HR be willing to give advice on a resume/CV? Undergrad senior looking for an entry paralegal role at an NYC biglaw firm, I would really appreciate any insight. Thanks!

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Given the outbreak, are places actually going to be hiring right now? Recently laid off from 9-5 and my freelance is starting to fizzle.

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Hi everyone! Anyone in PwC’s Value Creation able to help and discuss qualifications required? I’m looking for a role in which I can use my Ops and manufacturing background for topics such as supply chain, cost reduction, performance improvement and Six Sigma to help increase value. I’m looking at the experienced associate level - could anyone refer if there is a match and or need? Also, is this Advisory or Strategy&? Thank you all! PwC

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Midsize pharma media agency is hiring a few digital media supervisors, sr. AE, and some digital strategist/planner positions. NYC

DM if interested!

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Can anyone share what the process is like for project manager roles at Facebook (Meta)?

Passed screenings, on the way to the hiring manager.

What I expect:

* Why Meta
* Talk about project experience
* Tell me about a time

Might you have a success story to share?

Thank you

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I am a senior consultant, 5 years experience, CIO advisory. How much salary should I expect for a senior consultant role @ Deloitte France.
What other firms do you recommend for CIO Advisory?

What’s the hiring market like in Texas for a 4th year investment management associate? I’m interested in Austin but understand there may be more opportunities in Houston or Dallas. Graduated with honors and on law review at a T14, if that helps at all.

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Just got a verbal offer for experienced analyst position at a middle market investment bank in Chicago. What should I expect/negotiate for in terms of salary and bonus?

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Hi Everyone - I was hoping someone could throw some light on the kind of work trust and safety does. I see a lot of open roles - managers, senior strategists etc. I have a top 20 MBA and about 8 years of big 4 experience in consulting - would this be the right kind of role to get into? Or is it more engineering?

likehelpful

What does tronc (formerly Chicago Tribune Publishing) do, exactly? What’s the role of an ad copywriter there? They are vague on both the job posting and their website—but I’m also getting desperate.

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Do I have to spell it out?

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How common is it for a firm to contribute to an HSA on an employee’s behalf, and what is the largest contribution you’ve seen that an employer gives?

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Tier 2 to MBB fish... How has recruiting for other jobs compare at the two firms?

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What is annual performance ratings in Coforge, and generally what is average annual hike.

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I am having 2.2 years of experience in Bigdata Testing. Please let me know any vacancies

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Any of you using TikTok to display your properties? I see it's working for some realtors and I am tempted to try.

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Has anyone had any luck with the apps? Still not finding it easy to meet in RL, so resorting to apps but I know they have a rough track record. Any recommendations?

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Associate development manager salary in Accenture,
YOE - 9

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Had my annual review Friday (first year with the company). Boss awarded a 3% raise though she said my review was “90% positive.” Worth adding I got a 3% sign on bonus last year, so I’m basically at 0% raise. Nobody under me has gotten less than a 7% raise in the past year. Considering promotions + counter offers as well, it goes as high as 25%. I don’t feel a 3% raise matches a “90% positive” review and plan to bring up the cognitive dissonance I’m feeling. Any other tips or advice to add?

like

It’s Thanksgiving Eve, I just finished critical pending work at 10pm, and flipping through my emails, I find a request from 4pm for a vendor contract “every day counts, very urgent, pls do immediately.” How do I respond? I’m traveling at 9am, so I need to sleep and pack tonight. Do I take 2 hours out of Thanksgiving tomorrow? Try to get it in tonight? Tell them to pound sand until Friday/Monday?

like
like

What all are the benefits IQVIA provides. Need to understand on below points-

1. Leaves
2. Meals
3. Transportation
4. Medical benefits (like dental, optical)
5. Allowances
6. WFH
7. Bonus that excludes from CTC and variable
8. Annual/Half yearly parties
9. Goodies or gifts during major festival
10. Anything else 😅

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Hi Fishes,

What's the salary bracket for Manager in technology consulting in EY India.

Also would of great help if someone can highlight the responsibilities and WLB. Thanks

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Have you been fired before even starting your new job?

I signed for a new job two months ago and will start next month (3 mo notice period in Europe). They were very keen on getting me on-board ASAP before signing but since I signed the contract it has been silent from the new employee. I've emailed them with questions as I'll be re-locating to NL and it takes them 1-2 weeks to reply. Given all that's going on in the world, I'm worried they might fire me before I even start.

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Anyone with reduced schedule success stories? Considering an 80% schedule but worried drawing the line will be hard.

Hi fishes!

How is Techwave (
https://techwave.net) company, specifically for .NET developers? Is it a good company to join now (during recession time)? How is the pay, projects, wlb? Any reviews on the company is greatly appreciated!

Thanks!

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What's the deal with everyone on LinkedIn commenting about the passing of a certain CEOs son, in some cases even TAGGING that CEO in their post?! Never before have I wanted so much to comment and tell them to SHUT UP.

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As part of TCS onboarding, the BGV check third party company has sent message today to verify address through a link. In the address proof, they have given just 3 drop downs. 1)Aadhar card 2)DL 3) Ration card. The supporting document for my present address proof, I just have rental agreement which is not in this list. What to do? Aadhar has my permanent address. DL has my other city address which I had made while I was in that city. No ration card existing. Can I just upload Aadhar card again?

I went to a low tier law school and I am having difficulty getting into big law. Would like to change practice area and increase income. Would it be worth it for me to pursue a LLM?

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28F, Pakistani, willing to relocate within the US. I don’t wear hijab, don’t drink or smoke, do eat halal. Like baking, running, and am kind of a prankster. US born and raised.

like
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