Anyone here switch from PA to wealth management? How are you liking it and what’s comp like? Not even sure how you make the jump without having a book of clients to manage already

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

F

Related Posts

So I used to work for a company where my job was good, was a director of business solutions for a fashion brand. Only issue was that the CFO micromanaged and ended up leaving. My background is digital transformation however I took an infrastructure position to rebuild a provincial healthcare system. I always lacked the hardware side and thought this was a good move but I feel like I’m losing my digital skills and don’t enjoy the work. I’m in it for 7 months now.

like

Best place to research salaries? I’m getting a wide range. Glassdoor is “highly confident.” Should I be highly confident in their range? I’m researching a Sr. Director Corporate Communications role in a major health care org. HELP!

like

Hi fishes , I want to know in which month of the year , Cognizant will give yearly increment.

like

Hi Fishes,
Anybody have latest HRSD exam dumps?
Thanks in advance🙂

like

Hi Fishes,
How much does ServiceNow pay (asking on an average level) for Integration Consultant role for 2 years of related experience?

How much would the expected salary be for a Senior 3 in NY TAS be at EY?

like
like

If the ultimate goal is to move in pharma/biotech (bd / strategy type role), does prestige of consulting firm matter? Or would it be better to work for less known firm that may have more client facing opportunities?

like

What’s an appropriate rate to charge per word for a publication like VentureBeat or TechCrunch?

like

Is Amazon application engineer is a good role to swtch from a sde role .How easy and difficult it will be for switching internally or to other company after becoming a application engineer in Amazon.

What they exactly do different than a sde Amazon #applicationengineer @applicationengineer

like

Currently I make a base of $63k/yr and $1k/mo in bonuses pre-tax. I manage a performance for a team of licensed insurance agents (service-based role in a direct business environment), maintain our business relationships, and support adhoc training needs. Is there anyone else in this type of role who is able to share how this compares to similar positions and your general location?

like

I want to leave my captive company. I don’t think I am ready to be totally on my own even with a cluster group etc. There is an option to be subcontractor in another independent company. I can write she said like 300 companies in many states, it would be helpful because I have many friends out of state. Is taking 25% of sales for giving CRM and companies too much? Seems like a lot. It is like “owning your book” but I assume I would pay a high price if I want to totally manage myself in a futu

likehelpful

Hi Fishes, Please suggest which one to choose. Capgemini and epam both are fixed same.capgemini offered 10%variable extra snd 1 lak joining bonus for the same role. Which will be best in terms of growth and Jon security? Capgemini EPAM Systems EPAM Anywhere Tata Consultancy

like

Just curious, how much do Partners make at a firm

like

How much does a staff circulating nurse with 4yr level 1 trauma experience (multiple specialties but no CVOR though) make in CT? Base pay before differentials

like

Hi All

Request your suggestions.

YOE : 4 Year
Role : Data Engineer

I have two offers in hand one from Tetadata and other from Accenture.

Teradata : 10.5 Fix
Accenture : 11 Fix + 21% Variable + 60K joining Bonus

Which one is the best suitable for my experience.

Deciding factor :
1. WLB
2. Compensation
3. Yearly Increment
4. Promotion

like

Anyone know what kind of experience or certifications I should be aiming to get if I'm trying to break into a pentest role? I just graduated last year and have about a year of sysadmin experience and am trying to get into it asap. So, I'm already applying/job hunting and probably won't get much replies but. Should I be looking at more security analyst/admin roles first? Going for certs? Getting a masters? Wondering what I can do to improve my chances. TIA

like

Hi. Does anyone have any estimate what the min, midpoint, and max comp is for a director at Microsoft?

I am currently looking to accept new roles for a job. I have an associates in Accounting have an 8+ year background in accounts payable and am about to receive my Bachelor's in August for Business Management and Economics with a concentration in entrepreneurship. What would you think would be considered a fair hourly rate or salary?

like

Is it true that lateral hire BAs at Mck get 145 base?

More Posts

Anyone familiar with working for the state? I think I’d like to switch to governmental after doing research on the work, hours and benefits. Any tips from those who have made the transition or currently work in gov?

like

Paid $100 application fee for GEP but police verification not available at my home location during my visit to India. Is there any work around?

Friends!
I think bowl leader is clear in his pinned post that we refrain from excessive negative posts and posts that my hurt people’s sentiments.

Understand the freedom of speech at the same time we should be aware that the spoof of Goddess Durga’s image posted below is offensive to a bunch of us; similarly a poster from EY calling people cow urine drinkers is offensive.

Would request people to refrain from knowingly hurting people’s sentiments.

likefunny

Planning on getting married in a temple in the US. Does anyone know what all paperwork (eg marriage license, certificate, registration) I should be thinking about and how to get it done?

like

Hello All,

Please help me to unlock DM features.

Appreciate your help. Thanks in advance!

like

Can’t see us going much higher .. thoughts on spy puts?

like

Which type of job needs to do in Specialist - Data Engineering in LTI?

like
like

Hello! I have a two part question: 1) is it worth it to obtain an SHRM specialty credential if I don’t have the broader SHRM certification? 2) has anyone gotten the People Analytics or Talent Acquistion credential? If so, how valuable was it from a learning perspective? Do you feel it significantly contributed to your knowledge in either area? Thank you!

like

Has anyone here ever been fired for being rude to a customer?

like

It’s been real uncle D, but the bag has called

like

mandatory in office time might move to Jan. Would it be cheaper to move to Philly now vs in December?

like

My yearly appraisal in on the way. I worked for the same client for the last year but in 3 different projects. I received client appreciations in all 3 projects and in addition I also helped my account in creating proposals, etc. What should I expect in terms of rating and monitory appraisal. Would be thankful to any genuine advice.

like

Based on the current environment, if interest rates rise to what percentage, will you forgo buying a house for now?

Looks like interest rates have stabilized. What, if anything, could cause them to start increasing again?

likehelpful

What will be the Salary Expectation for Senior Devops Role in Informatica

Current Salary is 20LPA, 17L is Fixed

like

Hi fishes,

Looking for devops opening.
Yoe: 2.3
Certified in aws and azure.
Tech/tools: Kubernetes, aws,docker, Jenkins, gitlab, terraform, Ansible.
Let me know if any leads..
Thanks

like

What is the best online training centre for learning devops/SRE?

like

Tired of hearing all the news. Can anyone give a REAL update on Hurricane Matthew near West Palm to Miami area? Thanks.

like

Looking to enhance knowledge of back-end rev cycle functions, best practices, benchmarks, etc. What are some good books to read for this?

like

Additional Posts in Accounting Exit Opportunities

There is an opportunity that I’m currently interviewing for that is very interesting to me. I’m interviewing two other places but I’m not responding to LinkedIn emails for other positions. The other positions don’t interest me as much. On one hand I don’t want to waste time prepping for all positions and rather put that time only for the ones that I have going on, on the other hand I feel like what is that falls through. Wondering if I’m making the right choice

like

How hard is it to get into an investment bank for risk? Doing market risk related work (FRM)? And what kind of salary would you be looking at from entry to associate (senior) level ?

like

take job with long commute or stay at b4?

like

How much would the expected salary be for a Senior 3 in NY TAS be at EY?

like

Is it just me or are behavioral questions really stupid? I always feel like they're either way too open ended or they're asking about something that's never happened to me

like

Has anyone actually gone through with accepting an offer from the Siegfried Group? I hear from a recruiter representing them probably once a week. How is it?

like

Anyone had good multiple offers and had one the hiring managers pressure you into taking the offer after asking for additional time to think about it?

like

Is equity research a possible exit opp from audit?

like

Sr SEC reporting vs. Sr SOX analyst. What would you pick after 2.5 years in public and why?

Would you say neither and Sr. Accountant role is better?

Thinking about boomeranging back as a senior associate (level I left at). Generally speaking, should I expect a higher salary than when I left, or would it be comparable?

like

Looking for an accounting job in industry (remote). Any recommendations for someone with a tax background?

like

If you make it to senior manager at big four can you leave and become partner or director at mid size firm? Is this hard to do? I know there is a lot of politics at big four and have no interest staying in a senior manager role for 6-8 years and risk a chance of still not becoming partner. Also I got a long way to go before senior manager fyi.

likehelpful

Would you get more money in private if you stayed until senior

Has anyone with a CPA from IT Audit roles been able to make their way into a financial consulting role without referrals/MBA?

like
like

Anyone gone from PA to CBRE ? Do you like it ?

like

Currently a new S1 thinking about taking a FP&A role. Is going from Senior to Analyst not Senior analyst a bad move? Mediocre raise in salary (3k) but well known company with a flat structure

like

Does anyone have any experience working for United Airlines in Chicago? Planning to apply for a few positions this week and wondering if anyone has any insider tips?

like

I am financially secure (husband now has a high earning job) and looking at what options for "moon shots" at chances of real wealth generation with my years in Big 4 (10+). Month to month cash flow isn't a concern anymore so i can focus on opportunities for bigger pay days. Ideas from the hive mind?

like
likehelpful

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