Anyone here currently in or looking to make the transition to a client service associate or paraplanner role? Hiring in NYC- please respond to this post

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

I might know someone, how can they contact you?

Related Posts

Can people stop asking about life in “industry”? Name the role you’re thinking about and have questions on. Need specifics people, can’t read your mind!

Hi! I am looking for a referral regarding Deloitte’s digital team. Please let me know. Thank you! Deloitte

like

Anyone here help a startup / small biz with marketing from the ground up? Basically playing a hybrid role of CMO/brand strategist/CD? If so, what was your experience?

like

Hi All
I have join new project before a month as a tech lead. From first day my manager started pulling me in client meetings and set expectations to speak in meetings, looping in different topics and asked to take ownership of it. Also lead the calls , manage entire team , 100% billibilty etc.
Even before i complete my KTs and undestands projects, process its very difficult to meet these expectations. Please help me to decide what to do in this situation?

like

Exit to beauty companys like Estee Lauder or Olay? Functionally similar type organizations just different products. Anyone have experience working at these companies? How do you like it

like

Left ZS 1.5 yrs back. Heard rumours of down sizing there due to over hiring at Associate level.
Is this the case??

like

Can you please tell me what is procedure of changing project in HCL Technologies

like

Hi everyone! I’m pivoting from working in politics in search of a role in DEI. I have 1.5 YOE managing multiple campaigns and a BA in Global Studies & MA in Ethnology. I have experience working in and with non-profits and a passion for people and culture. I’d love to connect to hear about your journeys & advice for an early career transition!

like

Cognizant Hi All, My spouse is working in the UK and I can get a dependent visa. My question is does TCS allow me to work from UK? I'm ok with getting my Indian salary but will there be any problems in working from abroad. I work for a banking client and I have a VM and VPN configured. I don't want to resign from TCS just because I have to relocate and at the same time I need this job and money. I'm anyway working from home, so it won't make a difference I suppose. Please help. Thanks

like

How do you know it’s time to hop jobs? 3 years out of undergrad, 2.5 years at Big 4 consulting. I have a reach-out to join a boutique firm at a manager position, but not sure if...

There are openings for 15+ roles in Cimpress India (Remote).
1. Senior Software Engineer
2. Full Stack Developer
3. Lead Software Engineer
4. Senior Front-end Developer
5. Lead UI Developer
6. Data Analyst
7. Senior Data Analyst
9. Technical Support Engineer
10. Salesforce Engineer
11. Senior Talent Aquisition
12. Technical Writer
13. QA Engineer
14. Senior Data Engineer
15. Lead Data Engineer
16. Analyst Manager

DM me for referrals.
Cimpress is 25+years old E-commerce, Product based company.

like

Hi Fishes, needed help to analyse current market salary range for a role of senior solution architect with 10year of experience, this is for Berlin location. Please share your views.

like

Anyone knows how long it takes to get a call from apple after the referral?

like

I'm currently working at Tier 2 and looking to exit to PE in the future. Is it more favorable to lateral to MBB then exit or exit into PE to gain experience? I'm hoping to eventually join mega funds

like

Hi! This is not 100% salary-related, but your feedback would be helpful. I was contacted by a recruiter from Pyramid Consulting Inc for a HRG position, although the agreement to represent and job posting both say HRBP2. I'm wondering if anyone has had any experience working as a contractor with Pyramid. A few hours after they contacted me, I received a communication from a very similar company, Akraya, Inc., for the same exact position. I just want to make sure Pyramid is a reputable company.

like

Hello fishes,
I have joined ZS 6 months back as a AC but still I am not able to settle in the role provided to me. I am not having a consulting background either. Imposter syndrome and feeling of uselessness is at the top. I tried sharing the same with my seniors but they said it will get better with time. How do I gather my courage and motivation to work? I feel too lonely and left out

like

Would you wear a blazer with brass buttons to a client site where a jacket (not necessarily a suit) is considered the norm? Feels a little too casual

like

I will be entering into salary negotiation with Powerschool for Product Manager role. How much should I be aiming for ?
CCTC- 16.5 (all fixed)
YOE- 4 ( relevant-2yrs post MBA)

like

What is the bench period for new joiner? I have joined cognizant 11 days back , I have given two client interview but did not selected. Should I asbscond from cognizant? Or should I continue in cognizant ?

likehelpful

EY GDS is hiring for US Taxation Corporation/Partnership, across all levels (Manager, Asst. Manager, Tax Senior). DM me if you are looking for a referral and have the required skillset.

Min exp: 1-9 years in US Tax

likefunny

More Posts

Anyone have a good source for salary/bonus ranges for analysts and PMs at a long only asset shop? Fund size ~$1B with firm total assets of ~$9B

like

Got offer from Deloitte IN with 7.9LPA fixed and 9.08LPA with Variable, YoE: 3.1
Am I underpaid?

like

Any recommended books to read prior to beginning a summer associate position? Transactional/ Corporate & Finance

like

Tips on multi tasking? Working on four different things in a day gets overwhelming - don't know how to switch between things without feeling burnout?

like

3+ months of paid time off via severance while a network of recruiters looks for a new job for you sounds…. kinda awesome?!?

like

Does anyone know the best agencies for short week (1-4week ) contracts?

like

Seeing a lot of demand for Supply chain planners. How is the payscale for this?

Need to switch to online workouts at the gym as group fitness classes just got banned in IL. Any recommendations for workout/weight lifting apps to use in the gym? Barbells, dumbbells, etc.

like

Hi Fishes,
I would really like some of you senior people to advice me on the following. Will working in a new and comparatively unknown product startup hamper my chances for future employment opportunities at big companies for e.g. FAANG companies? Will it be a wise choice for my future? I read somewhere that big company like these don't prefer to hire people who have worked in startups. I would really like to get your advice. TIA

like

Married men/men who live with their girlfriends can we please start a meme thread:
I’ll go first!

The face my girl makes when I buy $400 worth of groceries for us but I eat one of “her” yogurts

Post Photo
funnylike

Biggest healthcare creative departments in Chicago?

I found out that I need major surgery, just started a new job and now I am stressed out about losing my new job. Only been working in my current position for one month. Not eligible for FMLA and don’t have PTO. Idk what to do. Trying to delay surgery till I have enough PTO and eligible for FMLA, but Doctors say I should get the surgery done soon. Will be out of work for one to two months. Anyone been in a similar situation or have advice? I don’t want to lose my job.

like
like

Hello D Sharks, I am having 10 yoe, CCM niche skill...what is the max package range i can get...
How is the work life balance in
Deloitte India? Since DI have projects in APAC, middle east, india...hows the work? How about onsite opportunities outside india? I am having 10 yoe, CCM niche skill...got to know that DI doesn't have Variable pay, CTC is fixed pay and there is some variable pay of 0-30% above CTC...how that is calculated Deloitte Deloitte USI Wipro Capgemini

like

Does anyone have any opinion working with UPS?

like

Awesome opportunity for junior creative talent, from Google:

We’re inviting Expressions Of Interest for our 2021 Creative Fellowship Program.

Between elite universities and portfolio schools, the industry has created a talent loop. Our workplaces are largely homogenous. This is why we’re looking outside typical networks to find exceptional talent to join us.

like

I'm planning to do my PGDM in Canada
Which College/Universities should I consider to get recruited into top consulting firms (Also the preferred courses) ?

like

Can anyone share any experiences with the tax team at CFGI/Carlyle? Thanks :-)

like

Agencies sure are quiet about the Roe v Wade decision. Anyone see any examples of agencies taking a stand on women’s rights?

like

Was offered a promotion. Previous person quit over some threats being made. Should I take this position or not risk those same threats being made towards me?

like

Additional Posts in Growing the Team

Join our RIA. Be completely independent from day one fully owning your book. We are looking to add one or two qualified advisors (must have atleast $5,000,000 in AUM) to our Denver or San Diego office

like
like

Top producers on teams: If I wanted to join your team to work/service your smaller accounts, and dig up extra assets from those accounts, what % of your revenue would you invest for that?

like

Young ambitious female looking to join an FA team in the St. Pete/Tampa area. I currently transition advisors in their move to Raymond James. Previously was an assistant. Series 7 licensed. Open to relocating in Florida.

like

I'm looking to add a Branch Office Administrator...anyone have experience with hiring for that position?

Do you think it would be better to add a female associate to my practice or a male or do you think it wouldn't matter as long as they're qualified. I know sounds like I'm stepping into a mine field but I'll concede a woman adds different intrinsic attributes to a team- on the other hand, I've already got a wife maybe I should steer clear??

likesmart

I've interviewed three possible additions to the team as new FAs. I liked the sliding pay scale we had at Edward Jones. Anyone willing to send me a copy of the current EDJ PDF showing the current scale they use, i.e., pay starts high & commission low the scale moves pover 5-6 years to where the pay goes to zero and the commissions (fees) go to max?

like

I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

like

Upstate NY (Capital Region): Looking for administrative assistant to join the team - would learn from current admin staff. Looking for 25 hrs/week minimum but more likely full time needed.

like

I’m thinking of going to Schwab as an Independent. Can anyone tell me what I should be looking at to make my decision easier?

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Opening for a advisor to join an existing vertical team in Columbia SC.

How do I get a new hire to stop saying “um”, “like" & “you know”?

like

I’m looking to hire a junior advisor whom is fully licensed and preferably has a book of business in the Plano Texas area. Compensation DOE.. PM if interested.

like

Hey! Ive been in banking as Licensed RM, I just need 7 and 65 and I’m looking to move to the securities. I’ve interviewed with AXA and Mutual of Omaha, but I need a recommendation for an entry-level.

I had someone (26 year old) apply for a non-advisor role on my wirehouse team who is currently an advisor at a bank channel. I don't think he is a good fit for the non-advisor role (wealth management associate) because he eventually wants to be an advisor again. Any reason not to explore him trying to move his book ($300k rev) to my team and see if he can make it as an advisor? I won't guarantee him completion of the FAA program but will mentor. Gotta earn equity partner in my opinion. Thoughts?

like

Looking for an assistant for our team. Tampa, Florida. The assistant must be a ninja.

like

Tampa, FL looking to add an advisor to our team. Message me if you are interested.

Older, successsful FAs: How do you suggest a younger female in the business approach you and talk about joining your team? What areas do advisors like you need help with?

like

Interested in hearing about anyone who has added a second full time staff person. Current setup is two main advisors (have a few licensed solicitors) and one main admin. Getting to the point where she has too much on her plate. We have been bringing on paid interns to alleviate some of the stress. Thinking about adding another person but unsure that we need an additional full time staff person. Recently heard an employee per every 350-400k of GDC (advisors included) was a good guideline.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.