Any suggestions or directions for leaving financial advisor/planner position? How could these skills translate to something else? I feel likes it’s narrowed my options significantly going in this direction.

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

Commenting for better reach of the post

like

Look at kyndryl for business analyst positions

Hello, I’m also in the same situation. Any particular background or experience needed for a business analyst position?

Real Eatate Syndication

Related Posts

How is @Happay as an organisation for an enterprise sales role? How's job security, product acceptance and T&E learning curve.

Hi. I’m in need of advice and encouragement. I’m currently working as a public defender(2nd year) but I would love to pursue a solo private practice. I would like to leave the public defender because I am ready to make more money and I am no longer feeling the fulfillment I once felt. I have a family and work-life balance is a priority. What is a good way to gain experience in other areas of law as a solo practitioner? What areas of law are best for maintaining a work-life balance?

like

ZS hiring for multiple roles... DM in case of any referrals!

like

Has anyone interviewed or familiar with Angelist Venture operations roles? I was reached out to by them to discuss a “Portfolio Operations Lead” role but curious if anyone has any insight on what that entails, pay, etc.

like

My supervisor gave me two referral this week. She wants to me submit TWO assessments by Friday 2/8/22. I’m thinking of quitting.

like

Anyone joined LtI recently with cloud engineer role?

LTI - Larsen & Toubro Infotech is hiring for multiple #DATA job profiles.👇
Interested for below jobs opportunity, DM your EMAIL ID with JOBNAME
Grab this opportunity...!!!
#LTI#PYTHON #TABLEAU#DATASCIENCE #QLIKVIEW #HADOOP #BIGDATA #SNOWFLAKE #ABINTO #INFORMATICA #HIRING

Post Photo
like

Hi Fishes,

I have joined coforge on November 2nd and I got offer from ITC today...Can I switch to ITC by obscanding will there be any issues...Please guys please give your suggestions

Any Financial Services or Construction Seniors out there looking for a change or better pay? Crowe has a ton of positions open, and competitive pay, can probably negotiate a sign on bonus. Willing to split the referral bonus as well! Really just need the help! DM me if interested!

like

Hi, Currently working in TCS as testing domain.
In parallel I have learned powerbi, advance excel, basics of python, currently learning tableau as well.
I am looking for job change as well domain change(preferred location Bangalore). Could any suggest me to enter into data analyst role(if possible please refer me).
Current ctc is 3.6 in TCS with 1.7 yoe, how much I could expect to enter data analyst role based on self projects if I do.

like

I want to get out of warehouse work. What's a good-paying job where I don't need a lot of schooling?

like

In the process of interviewing for a strategy/Corp dev position at an activewear/athleisure company and they want me to think of a couple tangential industries that may have companies for acquisition and do a write up. I’m stumped on what else an activewear company would buy besides other activewear companies. I can only think of home fitness (Lulu’s Mirror) or vitamins/supplements. Any thoughts?

like

Does the concept of local and high value role exist is Deloitte, Accenture or PWC?... been consulting for 13 yrs

Anyone have experience exiting to a biotech with no commercial products? PH I/II lead asset targeting multiple indications. Pros and cons?

like

Mid level Electrical Engineer in the greater Baltimore, MD area making $115k base w/ $20k sign on bonus. No yearly bonus. I started this job in April of this year. 2-3 years experience. When I onboarded they told me to expect promotion to EE III in about a year. Performance reviews coming at the end of the this year and I’m wondering 1) if my salary is on par with what I should expect 2) how to approach conversations about raises and promotion with my supervisor. Thanks for any insights.

like

How is the Managing Consultant role at Mastercard? Is it anywhere similar to Big3 consulting or something different? Anyone who could refer me?

New to IT B2B marketing. Any advice on how to educate myself with IT? Any classes, books, etc. that you recommend?

like

I was told I was selected for VOIS and salary discussion is also done... But haven't even got the letter of intent yet the HR informed that the role need to be approved

How much time will it take to get an offer letter from VOIS

like

Are there any companies hiring remote rn and willing to take a change on someone looking for a career change? I’m a senior manager in operations, but I just don’t like what I do. Honestly, the money doesn’t speak to me anymore either. I understand I probably need to take a step or two down in level, but I am willing to grind! Thank you!

like

More Posts

Is 220k a good offer in Charlotte ( consulting)? SM level...?

like

What kinda hike should I be expecting/asking at KPMG for a new job for compliance and reporting. Currently got two years of experience at EY with pay below 5lpa.

like

As we approach July 1st, how do the staffing pools get managed?

likesmart

Anyone who resigned recently from IBM GBS. Can you please help me how to initiate separation using workday. I am not getting any option in workday.
IBM

like

IBM vs. Accenture for SAP Functional?
In terms of
1. Good Work
2. Long Term Career
3. New Learnings
4. WLB
5. Job Security

like

Preferred reading -- FT or WSJ?

like

Can we re-negotiate the package after offer letter has been released ?

like

Have a 30minutes free consultation session with Stacy Blackman next week. Any preparation required on my end? I mostly want to get their thoughts on applying in R1 vs R2 for HSW given COVID deferrals

like

Do gap really matter at the time of shortlisting or hiring a fresher(MBA graduate) at Infosys for the Associate consultant role ??

like

Anyone in S&C at level 9? I got a 5% raise and 8% bonus.

Any insight into compensation at Gunster in Miami? Is it lockstep? What does it start at?

like

How does this work?

Is it pandemic or burnout? Paralegals or admin staff are all trying to push work or bad attitude (FYI in transactions) more and more. Any similar experience?

like

The new junior on my team is from the South and refers to me as “Sir” and it’s making me feel all kinds of ways. How to proceed from here?

likefunny

What is the process of getting ID card. I have already sent employee ID and Date of joining on mentioned mail ID which HR gave.
And I have recieved SMS also for laptop. We cant pic up laptop without ID card ?

like

came out to my boss 🌈

like

Is Marriott doing this?

Post Photo
like

Hi Fishes,

My wife is getting transferred to California from India and she is offered 143k.

How much she can get after tax deduction and all? How much she can save after all the expenses?

She is insisting that I travel with her and get the job in the US. I'm a software developer having 4.1 YOE. How much can I get in the US? Is it worth traveling with her?

Any information would be helpful, Thanks in advance...

like

Hello, I have 4.5 years of NYS WC authorizations for orthopedic. I also have experience as a front office supervisor at a hotel. Any suggestions on a career move? I feel really stagnant where I am right now and I feel very under paid for the amount of labor I have to put in. Any suggestions would be greatly appreciated. Thank You

like

Looking for a project manager for the next 6 weeks

like

Additional Posts in Finance Exit Opportunities

Looking to leave my auditing position with only 3 months of experience... I'm in a relatively small firm, and my manager's micromanaging is insane... Want to go into advisory, any advice is welcome.

I want to take this moment to wish everyone a happy new year. Still on holiday vacation.

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

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

Has anyone ever left finance (or know someone that has) to do something completely different? My experience is split between FP&A and accounting and while I have progressed, I am becoming depressed b/c I feel like I’m in the wrong field. I am generally a motivated, high performing person, but I al starting to slip up and care less, b/c my work is not satisfying to me. I know I just sound like a complainer, but does anyone have any advice?

like

I desperately need help/guidance from someone, I tried going to some therapists but they just emphasize antidepressants.

Below are my thoughts rn: Man, I’m 28 and such a bum. I work a job I hate, I have no social circle. I have never had a gf. All these things are so challenging because I’m autistic. I can’t change that. What’s the point of living when society treats ppl like me like I don’t matter. Maybe I should just take a bunch of sleeping pills so I don’t have to deal with life anymore.

likehelpful

Currently a MS in Finance candidate. Got into the MBA program with a finance concentration at the same school - Johns Hopkins. Don’t care about target , non -target (already happy with my role, industry, firm). What’s more valuable in terms of longer term prospects between the two degrees? Any thoughts or guidance?

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?

So I work with Citi and have about 9 YOE in finance, banking, accounting, AR, AP etc. a lot of different experience across all the spectrums. Intrigued by Fintech. What are some of the big companies hiring for fintech roles that maybe I could look into? Looking to make a change quickly. Live in Tampa.

like

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

What is the FIT team at Kroll? Can someone shed some light

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

like

Best websites to find new jobs. LinkedIn isn’t working for me at all. Looking to relocate to Tampa

like

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

like

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

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?

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

If your base salary is materially under vs. market due to firm salary freeze despite fighting for it &directors pushing for it. Yet you have strong support to progress internally. Would you leave?

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

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

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