Wells Fargo Advisors

Anyone here use Wells Fargo advisors to manage their money? Have family friend offering 1% commission (schedule TBD).

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Looking for a leadership position in the Financial Services Industry. Have extensive experience in Supervision and recruiting experienced advisors. Please message if there’s an opportunity you have. I… more

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Related Posts

Hi there! I need some guidance. HR and global leadership rolled out some amazing new initiatives like not starting until 10 am on Mondays, no meeting Fridays and required 2 additional summer days a month. The problem is, my boss refuses to comply with the initiatives. He constantly scheduled meetings before 8 am on Mondays and after 7 pm on Fridays. He also doesn’t let me take time off. Should I go to HR? I’m really not one to complain but I’m tired and extremely burnt out. Thanks for your help!

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What is the industry standard for OTE as an SDR manager?

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Short of committing to the CFP program, what other designations do people think are the most useful/effective?

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Can anyone recommend a certificate or course that is actually useful for developing professionals and/or reviewing performance? I don’t want/need something that is just a credential, I’m actually looking to get some formal grounding in these two topics so I can overhaul processes at my consulting firm. Thanks for your advice!!!

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Should I expect a promotion to essentially be in writing? This entire "promotion" seems to be theoretic over the last 6 months. I was about to quit yesterday and now the position I didn't think I was going to get is starting to come around;timing couldn't be crazier. Should I give them an ultimatum? I just received an insane offer but I want to stay.

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Need to define diverse talent metrics to create a scorecard. Challenge is that the available data is based on opting in/out of self identification, that data point can change dramatically YOY. Any recommendations on metrics and scorecard?

Hello! Lucky to be on here. I’m considering going into real estate recruitment. Any suggestions?

What are some best practices for handling an employee with dare I say, too much initiative? They tend to steamroll others and processes because they are so fast at their job and rather than taking a breather when done, start digging around for new projects outside of their scope. We value them but want to ensure others are given opportunity to thrive too.

Having kids: what was the impact on your career?

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I watch a TON of TV in my spare time. I love it but I get this voice in the back of my mind nagging at me to do something productive. I’d love to somehow this into a side hustle. Any ideas/tips?

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6 week cram sesh for CFP. Any recommendations?

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I’m now a fee based planner! Now what? Lol nervous about creating a process or even selling that process. Love me life, LTC and annuities. I can sell the crap out of those products.

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Do you check your emails on the weekends?

If you have a regular office in an office building but also do work at your home on a regular basis (no clients coming to home), can you use the home office deduction when you do your taxes?

Anyone suffer from seasonal depression? This time of the year generally takes a toll on me, was wondering if having a therapy lamp will help?

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Thinking about moving to Harlem, the Bronx, or Queens NY. Which would you choose? Have a newborn.

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Anyone know of any wire houses and firms in SoCal recruiting FAs right now? Interested in having discussions. I’m a few years in the business and have a small book that I’ve built myself. Any leads or introductions would be greatly appreciated.

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Has anyone seen or discussed this Petition for SHRM must support Black Lives Matter & the LGBTQ community? I’ve grown increasingly concerned and disappointed in SHRM’s lack of vocal support for employment protections for LGBTQ+ and black and brown workers, especially as a black woman in HR. It seems like SHRM is overly focused on what is absolutely “legal” and not what is right. I’m of the opinion HR professionals must not only be “legal” but have a relevant and compassionate stance

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Every office needs a Wendy from Billions. Agree or disagree?

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Curious if anyone has successfully left a bank program, started their own shop and lived to tell about it? Been in 10+ years and it’s becoming Soul Sucking.

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Additional Posts

HR told I cleared the interview and asked for my current paystubs. I refused to provide citing confidentiality. Since then, never heard back. What's happening? Did they dump me? No offer letter yet

Estimates on Tim Ryan's annual comp?

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Has anyone here worked for Bridge Partners? I am going to interview with them soon, but no one in my network knows anyone. I’m in the Seattle area.

Missed to add my middle name on a flight. Is there any issue?

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What happens if you don't pay your AMEX bill by the due date? I haven't been reimbursed for my expenses yet.

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Are you aware of any NY/NJ firms hiring junior associates during this time? Unemployment has been difficult and job postings have been slim to none. Thanks in advance!

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How is IBM compared to big 4 consulting ?

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I’m considering taking 6-12 months off after 2 years at deloitte post-undergrad. I’ve performed very well, but I am being ground to a nub. I haven’t taken a real break in a long time, I am incredibly stressed out, and I think I just need some time/space before making my next career move. A two-week PTO won’t cut it. Anyone who’s done the same have advice? How was your time away?

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Dealing with Deloitte Immigration is equal to dealing with any DMV office. How about your firms - EY, KPMG, ACN, BDO et al?

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I have a initial recruiter call scheduled for Solution Architect - Salesforce Industries position. Can someone provide guidance on typical job duties for this role and the salary range? Want to make sure I don’t lowball myself. TIA

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Why does the Big 4 pay their consultants so much less? Is it because our margins are lower or because of the partner pension plan?

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Has anyone seen a US based survey or research stat on mental health among people who work in advertising/PR/marketing? Coming up blank - thought this group may have seen something. 💖

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Hi there! I need some guidance. HR and global leadership rolled out some amazing new initiatives like not starting until 10 am on Mondays, no meeting Fridays and required 2 additional summer days a month. The problem is, my boss refuses to comply with the initiatives. He constantly scheduled meetings before 8 am on Mondays and after 7 pm on Fridays. He also doesn’t let me take time off. Should I go to HR? I’m really not one to complain but I’m tired and extremely burnt out. Thanks for your help!

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Help! Manager level offers in KPMG Financial Services Solutions group versus EY Tech Solutions Delivery. EY slightly better comp plus sign on. Fishbowl please make my decision for me !

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Friend and I applied to a position. He was rejected but I haven't heard back anything. Does this mean anything?

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Found a ladybug in my room. How many millions of points should I demand?

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Need some help folks: anyone recently interviewed with Google? if so can you guide me what to prep for SDI?

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Bar Reco: for a post-work rendezvous with an intriguing person from the competition to talk about jumping ship. In NYC Flat iron or Union sq -ish area? Somewhere noir & discrete? 😈

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How hard are MBA programs?

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