Any RIAs looking for a Series 24 for remote work? Need a CCO or Supervision Principal?

Or

Are you solo and looking for a way to grow your business by adding someone who could help right away?

I hold my Series 7, 63, 66, 24 and CFP
I have been in the business for almost 25 years

I’m likely on the way out from current role. who’s hiring? Bachelors in business, 5+ years in finance/risk/analytics roles

Any associate roles available in MBB life science consulting?

Anybody here from Morgan Stanley Bangalore. Need help with referral.

Hi, I am looking to be referred into some top consulting firms. I am a Project Coordinator at Nielsen with 1 YOE. I have applied thru various job portals but the application does not seem to be viewed or going forward. Would be really helpful if my fellow fishes can refer me. I will be happy to discuss further on this and share my CV. Have a good day!

Hello Fishes, I was an experienced qualified Professor in Sociology for almost 8 years from 2014 to 2020. Due to motherhood I resigned from my job as I am living in a nuclear family. Currently I am working as a Senior Executive HR in a consultancy company named Profession Makers. However, I am looking for a WFH opportunity in the Human Resource (Non IT) sector where I will have the chance to develop professionally. Kindly Help.

Guys - A seasoned BSA looking for PO / PrM opportunities in asset and wealth management firms. Is anyone willing to refer me to their team or forward me to their acquaintances? Appreciate it.

Hi,
My company has been downsizing due to back to back revenue loss caused by the inflation.
Unfortunately, I'm the latest to suffer a job loss due to this.
I'm open to a Scrum Master, Agile Coach or Snr Project Manager roles.
I have PMP, SAFe Advanced Scrum Master, Scrum Master & Practitioner certifications.
I've worked in AdTech, Digital Transformation, Consulting & Automotive Tech.
I find out its easier to get an interview if one is referred. Willing to share more info for a refferal.
Thanks

Hi All! My team is hiring an Internal Communications Manager. I work for a Corporate Real Estate Company serving a great client in Atlanta. Location is Atlanta based preferred but remote will be considered as well. Let me know if you are interested and if you have any questions. Would love to connect and refer!

World Wide is hiring for analysts/consultants, review: pay and WLB is great (never had to work weekends in 3 years), some projects are more exciting than others, but great people. Let me know if interested.

Hi! Would anyone be willing to refer to for a role at baker botts?

Any digital engagement strategists on here with app experience? I'm looking for some temp-to-perm candidates. DM me.

Hi There....Citi-zens.... Can someone help with referral in anti money laundering, Finance crime,KYC roles in SME & TL roles? I don't have the exact job codes

Need Infosys referral urgently for java or AWS Devops..any help will be nice

any experienced hires (>1 YOE in LS consulting) looking for a referral to CV? happy to chat

Anyone actually use the Networking feature here on fishbowl? Like yeah I see some of you with it on but do you actually use it besides thirsty dms?

Asian straight hair males - What is your solution to haircut? I’m in river north.

Just moved into an apartment in Old Town. The insulation for both sound and heat is terrible. I can hear everything going on outside and am nervous that the heat/gas bill will be insane.

We live near a train stop (~200 yards away) and hear it crystal clear.

Do you think my landlord will do anything to fix it if we ask? I’m more concerned about the noise. Any tips?

does FAANG care about cloud certs?

Why do we put up with the dysfunctional BS from our peers and superiors? Are we well-compensated chumps?

Why do partners tell associates to be cost-conscious when billing for certain clients when they can just cut your hours on the back end?

What’s a casual way to ask a new employer for relocation assistance. I wanna change locations but not be stuck renting a property for once.

Currently 23yo with $65k in cash and $14k in student loan debt. Not sure what the best course of action is. What would you do?

Time to party, bring in the booze, because we already got the peanuts.

Looking for a summer sublet from June till mid or end of August - ideally a furnished 1B1B - open for Manhattan and Brooklyn/Williamsburg; ideally between 2.8-3K per month

TIA!

What do you submit for Nagarro Research Allowance ? Any option of submitting some fake things here?

Looking for an attorney located in TX bell county for association for pro hac Vice application and a filing to transfer case to OH. Have TX bar authorization letter. Case should get transferred as neither party has been in TX for at least 5 years, domestic case.

Hi All,

I have offer from Accenture with 15.5 LPA with 21percent VPA including 3.25 L variable pay. The pay is for Level 10 and domain is SAP, YOE is 4.6. So what is the pay range for Level 10 and I do have counter offer so can I negotiate further with Accenture.

Case 1: complaining about a date insisting on picking up the check as it makes them feel less independent.
Case 2: agreeing on 50/50, then being upset about why the date never picks up the check or treats them after 3 months of dating

In both cases, posted 5 days apart, they were advised to find someone else as it seems their date doesn’t respect their values (case 1) or value them enough to spend money on them (case 2).

Well, just 🤯

Hi guys.. i just need some advice.. i have given the interview in p&o. The interview got over before time that made me doubt that they dont want to consider me. At last i was asked if i am open to travel or not. Should I take it as a positive sign and wait.

Just little anxious about the result. How long do they communicate about the selection

Thanks

If your industry is severely impacted by covid, how is your leadership reacting? Are you seeing more cross-industry collaboration?

Has anyone had Marriott gift you the next level of status if you’re only a few nights short of the requirement at end of year?

What is your experience with The Bill Good Marketing system?

Are any RIAs charging for maddening 529 plans? If so, how?

At what point do you fire a client? I have a 49 yr old client w/drawing $50K out of a $72K IRA (trad) to “pay off her home”, a move I completely disagree with/advise against.

Part of a BD now, thinking of going on my own as RIA. Costs would be about 50% less, which makes it seem like an obvious choice. Have a deep family friend relationship with current firm, though. I don’t want to burn a bridge, but am I crazy to be a bit upset that the relationship could keep me from doing what I think may be right? Really struggling with that part of the decision.

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

What’s it cost to work with an attorney when leaving a firm?

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

How do you advertise?

ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

My wife left her job that provided us health insurance for a reasonable rate. So I’m finding myself searching for some reasonable alternatives. What are you guys doing? Any cooperatives?? Or what??

Average salary for a Senior Associate who’s in the process of getting their CFP?

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

Anyone with experience using a VA that serves financial advisors specifically? We are considering outsourcing some of our administrative tasks.

Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.

Any advice for someone in the middle of a merger?

Looking to refer a friend in the Las Vegas area to an independent advisor for term insurance and basic retirement planning.

Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?

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?