Any suggestions for leaving a financial advisor/planner role? Finance has me drained and I don't want to be client-facing anymore.

like
Posting as :
works at
You are currently posting as works at

Plenty of back-office jobs that don't deal with clients directly. I'd check with some of the big banks to see what openings they have.

like

What do you not like about it? What do you like about it? My first thought would be to become an internal wholesaler.

Related Posts

Hiring a Social Media Manager. Looking for someone with strong lead generation and conversions background. Any suggestions as to best places to find these talents?

like

How to get release from a project? Hating the work environment and pressure here.

like
like

How is Applied ai course to learn Data science and machine learning?

like

I left Audit at a midsize firm to join KPMG erp implementation consulting about 6 months ago. So far they seem to only want to staff me on projects with a heavy focus on technical accounting and audit. Spoke to a lot of others who have left and seems like being pigeonholed or staffed on projects not related to the actual core work of the practice is the common reason. I've been on the fence about whether I should stay and hope to be staffed on better projects in the future or leave soon...

like

I have received 3 offers from 3 companies for PM role in the last week with my preferred company offering the least.

I would like to negotiate based on competing offer numbers - what are the things that I should keep in mind when doing so? Anything that I should be of? Like should or should I not share the actual offer letter? Etc?

Not sure if this matters but I have a total of 14YOE with 5 of them in a BA, Sr. BA roles. Started off as a software engineer.

like

What do hiring managers want to hear when they ask "What's your process?" because I don't think I have one.

And when I explain something from Lean UX or something then apparently that's too cookie cutter.

I've done 26 interviews in the last month and I half and I've gotten no where 🥲

like

What package should a person with 13years experience should expect if joining as a Project Manager in Infosys?

like

LTI-Larsen & Toubro Infotech is Hiring
*DM your EMAILID with JOBID to Apply*
All LTI Location!!

Post Photo
like

Is anyone here a HITRUST CCSFP? Was the exam hard?

like

In offer letter, nothing is being mentioned about being on permanent role...how to make it sure

like

How many times do you follow-up with clients for an annual review? Do you email and call? I have emailed twice (no calls yet) but no response from the client. Keep trying or wait for them to reach out to you at this point?

like

What aspects of international development are you most interested in and what plans do you have to make the switch (for those that aren't working in this space yet)?

like

Transitioning from biglaw to IRS Chief Counsel?

Hi all, has anyone here transitioned to Chief Counsel from biglaw? What was your experience like? When did you transition? Any tips or general comments?

Current jr. associate. Love tax, not loving biglaw. Have an llm. Looking to transition in the next few years (or earlier if possible).

Thanks for any help.

like

Hello professionals, I am currently working in Supply chain development as SQE with over 8years of experience, but I want to switch over to software developments . I have knowledge on C, C#. As i would be a fresher in the software field, Can you suggest any opportunities as to what I can look out for, and what would be the salary for the fresher level.@

like

I freelanced for an agency as an art director for 6 months and recently got hired FT. I am struggling with imposter syndrome on a daily basis but manage to get great feedback from the creative directors continuously but still feel the same way. I was put on a creative brainstorm and my ideas seemed so misaligned with everyone else's but the designs I did the client liked and I think we are moving forward with. Where does the role of art director begin and end? New to agency life. Any advice?

like

Online course certificates for skills like SCALA, BIGDATA, BIG QUERY, SPARK etc matter?? Who asks for it?

like
like

More Posts

How do you continue to improve yourself after putting in 50-70 hrs of work a week?

Anyone at GM Financial as a Strategic Account Manager? I’m curious about WLB, relocation, and structure for this role/program.

like

Mean people suck

like

Hi Fishes,

I hope all is well with you and your family.
I am writing with respect to my queries regarding
American Express

I wanted to understand what is the CTC for a data scientist with 4+ years of experience

Thanks in advance!
Any help if you can provide it would be really appreciated.

like

I know that people say it’s all about story, but with a certain gpa/gmat score is there a “floor” that you’re safe on? For example would someone with 4.0/780 (not me) be pretty much assured at least 1 M7? Or is there a reasonable chance that all M7s will reject them? Or is their floor just lower (T15 for example)?

like

Is it awkward to ask your second MBA recommender to be your additional reference for Sloan, such that they know that you are not using them as your 1st refommender choice?

For the context, Sloan only requires one LoR.

Also related, how often does Sloan contact the additional references?

like

Guys

Is TSYS planning for WFO or hybrid model?

Need to know urgently

Hi Guys,

I got offer from
Verizon in workday technology with 16.8LPA I am having 4.8YOE in Overall IT industry, I am holding one more offer from Hexaware Technologies with the same package not sure which one to choose any suggestions please

like

How do you manage the constant school cancellations? Do I need a nanny in addition to daycare?

like

This bowl is rockin'

Hi fishes, I’m currently working as a security consultant, primarily involving around the vulnerability assessment, penetration testing, and security audits on the Salesforce and web platform. My current CTC is 14 LPA with ~3yoe, based in hyderabad location.

I am looking for some advice, is my current CTC at par with cybersecurity industry, also and having thoughts of, should I be switching my carrier to other stream like development(android & iOS)?

like

What is a Product Craft interview?
Tell me everything. How do I prepare for this?

like

What are my chances of getting into APM programs at companies like Meta and Uber as a student from a non-CS background and little experience?

Currently working on my MS Finance degree, graduating in December. Working on my resume and was wondering if I should include a projects section (which would be projects/assignments from classes)?

I don’t have much experience as I went into grad school right after undergrad (graduated December 2021).

like

Hi everyone,

I have got the ey hr mail stating i should provide him with aadhar card, information sheet and latest resume for a audit and assurance contract for 6 months as iam a semi qualified CA.

Here my question is should i take this opportunity. Cause since this is only for 6 months. After that, what i can do, where should I try to get the job?

In mid size firms, people won't pay as much as big 4 pays.

Should I take it or am I making a mistake by taking this.

like

I was just asked to relocate to a different city. The move will come with a raise and promotion, but I'm conflicted. I enjoy where I live right now and I like being close to my family. Would love some advice.

likehelpfulsmartuplifting

What plaintiff’s firms are known for offering their attorneys the highest salary?

likefunny

Is it really that difficult to get hired for a federal job? I was interviewed for a GS12 job but never heard back, they still didn’t hire anyone and I didn’t get a rejection. I applied for another GS07 job, was accepted, I took it, but I believe I can do better. I have a master’s and have extra graduate research experience. I am still applying to new jobs but I was told it is impossible to move up the grade level now. Everyone is telling me to stick with the government. What are your thoughts?

likehelpfulupliftingsmart

What career options are there for someone wanting to leave that agency social/display life? What type of keywords are best to use when searching on a site like Indeed?

like

Looking for referral at Telstra..pls dm if you can refer

Remind me when TDUMP served the 🇺🇸 by being in the military or any of his sons? Oh that’s right. Never. But Biden’s son did. Hmmmm

like

Additional Posts in Finance Exit Opportunities

Just received an offer from citi for a credit risk associate role. There’s no mention of a set bonus range but a mention of “discretionary incentive and retention award”. Is it something standard? Never worked at a BB so don’t know the norm. Thoughts/guidance? Thanks in advance

like

Looking to relocate to Boston (fiance grew up there and wants to settle down around family). Sadly I dont have much of a network up there. Does anyone know of current searches?

What do you guys think about a career in investor relations / capital formation for a decent size PE. I think principals get carry.

like

I’m asking to get my notice period waived. I have a 30 day notice period per the employment agreement I signed, but it says they can waive it at any time after I gave notice. Im not going to a competitor or even the same industry. How likely is for my current firm to allow this?

like

Is anyone familiar with post IB exit into something like IR? Still new to the game and other than PE (due to the herd mentality), I don’t know much about other exits for better work/life balance. If anyone has insight on type of work, recruiting process, and comp it would be super appreciated. TIA

like

Have you ever walked out of a job with no notice?

This app is so therapeutic for me !

I enjoy the fact I can relate to people’s feeling’s and also see that I am not the only who has similar thoughts.

The one thing that stood out is the ability to share different perspectives and not necessarily know each other !

I love this app !

like

Does anyone know about Sales Strategy and Operations roles and how the career path looks? Ultimately looking to break into venture. Currently in TMT IB and have zero interest in PE

like

Currently on H1B and waiting for an offer from EY. Does EY kick start with green card process quickly in special cases. HR said normally it is 1 yr but he has to check with legal team. More inside..

like

Any particular segment of sales good for ex-finance? Currently 3 years in at fortune 100 bank on business development side (on commercial loan originations team but no commission/targets at the associate level, basically do credit analysis and build pitch books for the producers) This role has been great as I have gotten both analytical experience and tasted sales experience (I say taste bc I’m not the producer) but would potentially like to transition to a sales role that is less analytical

like

What are potential exit opportunities in commercial banking? Are the skills transferable to other roles in finance?

I’ve been in non-profit finance for over 6 years, now looking to go into compliance. I’ll appreciate any advice I can get.

like

What is a realistic salary to negotiate for when applying for a VP position in Risk? Currently have 5 years of experience

like

If anyone needs a cfa tutor I tutor on Wyzant. Dm me.

like

Is it really unrealistic to expect a raise in this current economic climate? Review period is coming up in July, and I don’t want to shoot myself in the foot by not asking for a raise.

like

Considering going into Finance Technology roles within big4. I have have >3 years background from deloitte doing Tax Technology. Can anyone speak to these finance technology role &/or give referral?
PS left deloitte about a year ago and have done finance related work for <1 year

like

I came from a consulting background in tax credits and incentives. I went into finance to pass the time on my non compete clause from my previous firm, but now I have an interview at EY and I’m not sure if I want to give up the work life balance. Any advice?

Anyone here know/work at Facebook? Recently applied to a program there and would love to connect and chat further

like

Current a commercial banking II analyst at truist, $95k total comp. Looking at switching into tech sales, got an interview for an account executive position in fintech. Anyone know comps for Florida or recommend the move? Heard WLB and perks are great.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal