Anyone in N Atlanta looking for a partner so you can eventually transition to Pre Retirement and Retirement? I am 25 years in business, CFP and 90pct fee based and looking to add the right fit.
I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?
How to handle a toxic work environment? My team hired a new guy who has 0 experience and is younger than me, yet he was hired with a higher job title than me. I am fully licensed with my SIE/Series7/63/CFP (he has none of these). The firm makes these decisions but I am dumbfounded. I’m told if I want a higher job title I have to forgo overtime eligibility. Seems like a cop out answer.
If you're in an associate financial planner/para- planner role, would you mind sharing your annual income, bonus structure, and location. I have 12+ years of financial services experience and am a CFP, but my pay keeps dropping as I follow my "passion" - feeling a bit defeated at the moment. Thanks!
Interested in taking ChFC exam (due to timing, then will roll into CFP
What are your recommendations for material? Any course better than the other? I studied Kaplan for series 7, and it was ok, but I’m open to other programs as well.
I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?
Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.
Transitioning to Indy channel, and would like to see if anyone is looking to exit the business in the next 2-3 years. I am looking to purchase a practice. I am a CFP, AAMS and working on ChFC currently. We run a comprehensive financial planning business.
I am a financial advisor, licensed, CFP (only one on my team of 9) with 6 years of experience. My team has $1B AUM and I handle all the financial planning and estate projections for clients with NW up to $300M. I am also the primary relationship manager for ~ 50 clients ($100k-$11m AUM/client). I’m curious as to what fair compensation is for this type of responsibility? I’m also looking for ways to “track” my contributions for the clients I am not the lead on?
Hello, want to know if my salary of 115k is reasonable for my position? Background: 26 years old, 3 years industry experience, SIE, Series 7 & 66, AIF, and over half way through my CFP. I am part of a team around 500M AUM and in next few months I will have officially been with my RIA firm for 2 years.
My title is associate advisor. Thank you!
Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?
Recently acquired my CFP. I’m just starting in the industry and relatively fresh out of college. More or less working as an associate for senior advisors with a focus on portfolio management & trading for them. I think I’d like to go the designation route to cover CE for the CFP and the APMA caught my attention as I see other younger advisors getting it. Is it worth the money/time? I’d like to dive deeper in portfolio management education. I understand CFA and/or CIMA would be the most valuable.
I've done parts of the CFP but couldn't sit for the exam. I am thinking about finishing the requirements to sit, but I am wondering if my time would be better spent prospecting. Thoughts?
Anyone a CFP as a side hustle?
33 year old with MBA thinking about a career change from financial services consultant to certified financial planner. Any advice?
Has anyone made the transition from business development as a financial advisor to being the actual financial planner for a team?
Currently have 6.5YOE as an FA bringing in business, but would prefer to be in more of a planning role.
Sitting for the CFP in November if that helps.
Can I do PCS TAX as a finance major and pursuing my CFP? Or is a CPA 100% necessary? Any advice would help.
Has anyone actually done the Cybervista CISSP prep class and passed the exam? I’m hearing some great things about their Sec+ course, but crickets (or onesie/twosie negative reviews).
Hello, new to this
Looking to invest in IT consulting firms. Suggestions ? Accenture, EPAM or any other company?
What did people score on the SAT vs the GMAT?
Banks have been expanding parental leave policies with some offering the same amount of time to both primary and secondary parents. Do you think your company provides sufficient time off? Most importantly, would you be willing to take the full amount of time - without fearing repercussions?
Salary range for a second year consultant (3-4 years consulting experience) within the Workday Finance practice?
First day leading a national historic landmark and feeling a bit overwhelmed. I’m confident long term but creating and implementing the strategic plan for this enormous 120+ year old complex kind of takes my breath away. On the upside, does anyone have a better office?
Any suggestions on resources to improve communication, specifically verbal? Books, podcasts, YouTube channels, etc. Got some feedback that I need to improve my ability to 'speak to my audience'.
What are some good roles at Facebook (Meta) for someone who’s been in performance marketing - mostly agency side? I am having a hard time navigating the different roles and finding something that makes sense for my background.
Any suggestions on how to study For the OCI exams besides the learning paths on Oracle Learning site?
How much can i ask for ic3 with Oracle for Yoe. 3.3 . Currently holding offer with product based company :17.4 LPA+ 1.5 L Joining Bonus
Recently accepted an offer at PwC - Tax. While completing PwC independence pre-clearance, I noticed that I own securities that are an audit client of PwC, but I am not sure if the tax team works on any of those engagements; should I just respond that I won't be working on any of those clients?
How can I break into Medical Device Sales? RN with 8 years of experience and 2 of those being in leadership. Thanks!
Currently a senior analyst, analytics at an agency but want to move into product management. Where do I start?
In your opinion, do I want to work at Mother NY?
Hi, I had my RRK interview 2 weeks ago for a TAM position and on the day after I sent a "thank you" email to HR. They have replied to me by saying that once the interviewer submits the feedback they will reach out.
Should I contact them again? 2 weeks still a regular time for Google provides the next steps?
How is your ETF portfolio split across the different major indexes / regions? Im thinking of going 60% US (SP500+Nasdaq) 30% EU and 10% Emerging markets
How much variable pay % HCL technologies have in offer letter.
Can someone share Salay negotian experience with HR?
I got mail from HR for HR discussion round.
I have 12 year experience and my current CTC is 14.3.
Expected CTC-23 lacs
Anyone out there receiving retention bonuses? Just curious on percentage of Pay or what they are based on when you receive one.
Additional Posts in Accounting
Hi I work as staff accountant. I want to further my knowledge in other areas while have an accounting experience. Is certified fraud examiner (CFE) and certified risk and information system control (CRISC) good area to obtain certification?
I need to follow up with the client on something, would it be rude to send an email tomorrow? Or should I just wait until Monday.
For those in industry - specifically technical accounting or sec reporting, hows your work life balance? Is the grass really greener?
Anyone else feels extremely burnt out? Its not even busy season yet... just thinking about that makes me feel nauseous
Managers and up (Partner insight would be great) - serious question though it might seem dumb: were you ever considered just an average performer? AKA not the superstars everyone raves about?
What should I eat for lunch today
I'm in love with you and only if I could tell you. The way you tick and tie makes my heart melt.
Does PwC hire remote seniors? Asking for myself.
13 years in the game and just completed my first cash flow statement that had no plug 😎
Anyone willing to help me out getting my first accounting job? I have a Masters degree in Accounting and I am studying for the CPA exam.
This is my last night at the firm, I turn in my computer tomorrow. I just got a message from my sr. manager and they left me 15 coaching notes This is why I left!
I am so exhausted with OT hours and want to look for a new job, but I don't even know where to start. I feel so lost because I don't know what I really want to do if I quit. I have multiple degrees with different skill sets, so it is just too many options for me to choose one specific area. Where and how do you guys get started your job hunt?
Is there Deloitte United Airlines challenge? I know there was one for AA several months ago..
Opinions on mid-career break after 2 years industry/1.5 consultancy at mid-tier and 1.5 years PA? (Also highly considering career change after career break)
What is working in industry like for tax?
When you work 12 hours on a Saturday. And you get shitty with your coworkers. And you hear birds chirping on your Uber home. And you got brunch with those coworkers in 6 hours. #saturdaysareforthePA's
Not all grass is greener but damn I lucked out. Best boss I could ask for and I get to make my own hours as long as the work gets done. #industry
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