Anybody accepted an offer to a growingRIA that currently doesn’t offer health insurance? What did you do?

When will this be over?

Starting with one of the big4 in Chicago as an analytics manager, 5 YOE at 150k base. Graduate engg degree i.e. non MBA/non CS. Did I get low balled?

Hi guys, I have got an offer from Verizon. Role: MTS-3. Package: 21Lakhs (Fixed) + 12% Variable pay + 45 days of monthly salary as relocation expense + 50,000 joining bonus. YOE: 5.6 Years. Does the package look fine or shall I negotiate further?

Hello Friends,
Can anyone apprise me of the expected salary that i can ask for a Solution Architect role in Telstra - India? The band offered will be Band 2 which is confirmed. I just need to know the range Min and Max. I have 15 years of experience now.

How hard is it to switch from Audit to consulting? I’m currently based in Europe but plan to go home to the Middle East. I’m in AWM for funds. Thanks alot!

CD in Detroit ? Any idea?

Hello Fishes..
I have attended wipro HR discussion 2 days before .. post HR discussion, I was requested to send adhar , photographs and existing offer letter.
What will be the next steps and how many days it will take to get the offer letter.

Does it make sense to move back to NYC in February? Scared to go back if COVID cases are going back up

Any San Francisco peeps have a good accountant who specializes in taxes for freelancers/contractors?

Hey guys!

Can anyone give me ideas for remote jobs that can be done at my own time?

I work 9-5 and i would love to work a remote job during nights and weekends...

Would like to add scarves to my wardrobe, any recommendations for a male 🐟 ?

Any H1B sponsoring jobs for Dynamics 365 F&O functionals? Deloitte KPMG EY PwC Accenture Microsoft McKinsey & CompanyBain & Company

Anyone start later in life? About to turn 32 and my retirement savings are sad.

Maxed my 401k with todays paycheck 🏆 a lonnngg way from FIRE but step by step my friends!

When people refer to e-commerce exits they are typically referring to platforms like amazon. If I’m more interested in working for an e-commerce store/seller rather than a platform is there a better term for this so I can research better?

Hi All! What does that mean when hiring manager responds back on follow-up email, saying “I’ll keep you posted on the next steps”Are they still considering or is it just a new way of rejection?waiting is so painful. :(

Is it concerning if a recruiter is dancing around giving you an offer? or is it just busy bc of Q4, coordinating teams, start dates, and covid?

How do you feel about "workplace of the future?" I literally can't focus when I can hear & see everything everyone is doing. It's definitely impeding my productivity to not be in a quiet environment.

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

And another one bites the dust

What “hard skills” do you need as an FA? Feel like it's mostly been PPT work and basic Excel (pivot tables)...what am I missing?

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

Anyone familiar with the payout structure at PNC Financial?

I’m feeling really discouraged. I’m in the merrill lynch fa program and I’m prospecting a lot and going to tons of high end networking events. I have good convos but then struggle to get meetings...

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

For those at RJ, can a client fire their advisor and leave the assets at RJ if they want to self manage? Any fees around that?

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

At what point did you realize that you no longer had to fight to make it? Certain number of clients? Certain number of AUM? Maybe never?

We have been utilizing a third party asset manager. We have grown to the point where we just don’t think it makes financial sense to continue to do that and need to bring the portfolio management in-house. Have a few questions for the group:
How many models do you run?
How much time do you devote to this weekly?
What advice would you give to someone who has had total reliance on TAMPs but making a complete change to investment management style?

What time do you arrive at your office on Monday morning?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Firing a client-best strategy? Does anyone have a template letter for diplomatically firing an unwanted client?

What are some good networking clubs, organizations, or groups to get involved in?

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

Does anyone know about fidelitys platform, base, compensation and goals?

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.