{ "media_type": "text", "post_content": "Anyone know of any firms looking to hire CFP’s? Currently in a bank program and they recently switched everybody to salary plus bonus, both relatively low. Last bank program they laid all the advisors off and sold the business along with our books to another firm. I’m Interested in salaried Financial Planning opportunities or willing to buy a retiring Advisor’s book of business. I’m a CFP with over a decade experience in Wealth Management. I’m also completing my MBA soon as well. Thanks.", "post_id": "6259167eac0093003337c1ce", "reply_count": 3, "vote_count": 1, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "bowl" }

Anyone know of any firms looking to hire CFP’s? Currently in a bank program and they recently switched everybody to salary plus bonus, both relatively low. Last bank program they laid all the advisors off and sold the business along with our books to another firm. I’m Interested in salaried Financial Planning opportunities or willing to buy a retiring Advisor’s book of business. I’m a CFP with over a decade experience in Wealth Management. I’m also completing my MBA soon as well. Thanks.

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

Check out the current job openings at Creative Planning!

like

Where are you located?

New York

Related Posts

I have simple question, how much salary should I ask the second offer.

Yoe 6.8, cctc 6.2 lpa.

What should be my ideal CTC ? Skill techno functional BA

like

Hi Folks, My Friend wants to switch from Tech Domain to Project Management . Is PMP Certification(1LPA)/Distance MBA(1.4LPA) good or my friend should go for proper MBA?

like

Should I ask for more and where Can i negotiate?
Also what will be my in hand salary?
CCTC: 4 LPA
YOE: 1.7
Tech stack: Data Engineering

Will be requiring to relocate to a different city!

Post Photo
like

Guys, Please don't upload the salary slip snaps asking what would be my in-hand salary on public forum. Instead, ask the same question to your would be new employer upfront "Please provide me monthly break up so that I know what is my take home salary". Nobody denies it. It is just that candidates don't know or they hesitate to ask.

like

Anyone have an idea of what the comp is for a manager in national tax, specifically tax controversy?

like

I’ve passed the CPA exam and am waiting for my license but in the meantime, what are some extra things I can learn to stay marketable? Any other licenses/certifications you suggest getting? Sound off because I’d love to hear what y’all have to say

likeuplifting

Hi Team,

What will be the take home salary for this.

Post Photo
like

Hello everyone
Looking for a referral for Gainsight Admin or Developer
Total Experience - 3 years
Location - Remote
Certification- Gainsight NXT Certified (level 1)

Considering a Finance VP position at a major bank in NYC. Was initially offered 160k base + 50k variable. Shared my base range and they came back with 190k base + 50k variable. Base is still lower than my range and variable interestingly didn’t change. Was told that’s all part of a “black box” calc? All discussions have been verbal, no written offer yet. Is this a reasonable comp package? Can I ask for more detail on how they calculated? Can/Should I counteroffer once the written offer comes in?

like

I’m up for manager promo this summer. Can anyone who was promoted during 2008/2009 share how their promo year raise or bonus was effected due to the recession?

likefunny

What is the Salary Range for Engineer-I Designation in American Express

like

Is there a change in compensation if you move from PwC to S& (base and bonus)?

like

Hey Fishes ! Just wanted to know what will be my in-hand salary.

Post Photo
like

I am a government contractor and my contract just ended on Friday. I am trying to decide on my next move but so far I have an offer supporting CISA (contract is 2.5 Years less technical) and one supporting DoS (1 Year then re-compete but a more technical role). I have an interview with BAH for a Business Analyst role supporting DoD next Tuesday. I am trying to decide which agency and role would be the best.

like
like

Globant has the highest pay parity in market... Lets share your packages.(ur past/current association with globant)..so that others will take a sound decision of moving out or negotiate with salary. Please mention ur role, yoe and ctc

Starting from me...
8Yoe. 16LPA. Business Analyst (underpaid)Globant

like

Hi!
Need Help!
So I’m a Digital Marketing specialist atm with 2 YOE and im looking forward to switch into the world of AWS. Currently working and studying to crack the AWS cloud practitioner cert followed by AWS Solutions Architect after I develop confidence cracking AWS CP cert.
I need help so as to understand how should I make a proper switch where I can utilise my 2 years of Digital Marketing experience while applying for a job in the cloud field.

All dos and don’ts advices are welcomed😃

like

Any insights on Deloitte Human Capital Manager salary range? What’s about signing and annual bonus?

TIA

like

would taking an accountant role pigeon hole my career? it would be a decent pay bump and a senior title but the role itself is a typical accountant role in charge of preparing FS for a part of the statement. My ultimate goal is to get MBA and into more finance/accounting role

like

More Posts

Any info on what agencies have RINVOQ?

like

Anyone recently joined Capgemini solution delivery center SDC SAP practice?

like

I want to switch now..
Want to do something new
Exp-3years.
Skills:SQL,EXCEL PIVOTS,POWER BI.

Can anyone help me with what should be my expected CTC to get offers.
And anyone help me with som referrals ??

like

Cognizant My LWD is in 2 days and I have enrolled in few courses in Udemy . If my cognizant Id is revoked after LWD , can I view courses which I have enrolled already ? If not , is there any other way to save it ? Please advise

like

Anybody have a good handyman? Lakeview neighborhood. The task rabbit app is so glitchy and their prices are a bit outlandish.
Just trying to hang a very heavy mirror.

Any one make a move from fund admin after big 4 assurance and then was able to make a pivot to a PE fund accounting team? I am considering moving to a fund admin now. Have 9+ years of big four experience. Worried that I can get stuck in fund admin. But I have interviewed at several big name pe shops and make a few rounds on interviews but then get the same feedback that they are worried about my lack of operational experience.

likehelpful

I’m up for manager promo this summer. Can anyone who was promoted during 2008/2009 share how their promo year raise or bonus was effected due to the recession?

likefunny

Having my skills and confirming interview on Monday. Any advice? Tia! Manager role in Federal Grown and Innovation

like

What is the Salary Range for Engineer-I Designation in American Express

like

Hate that it’s dark out by the time I get home from the office now

like

Why does my PwC application status say “candidate withdrew” instead of “not selected”?
Did someone just hit the wrong button? 🤨

like

Anyone got C3A promotion letters from July 2021? Please comment

Hello Fish,
Can you please suggest to me regarding job security which company should I go for join my offer
I have YOE 6 AND profile Cloud Infra and DevOps




LTI(11lpa)
Searec (13lpa)
Synechron (15.51lpa)
Capgemini (16.5lpa)
Ensono ( 18lpa)

And Duch bank and Teradata in pipeline

like

This is second time I got offer from CGI but now I have again a better opportunity. So if this time I reject will there be any problem for me in future?

Where have you found roommates ? Currently looking for a new Roomate because mine is moving in with BF.

like

Anyone know more about HCL notice period during probation period? Seems like 1 year is probation and 90 days is the notice period , anyone here could please help me how to get early release (is there a possibility to negotiate with HR) ? Anyone who moved out of HCL recently please answer?

like

Anyone from FTI Consulting up for a chat about PE focused M&A work there? Possibly a referral?

like

New CRM consultant with less than 1 YOE, main role as a salesforce developer. Most of my classmates have gone on to be fulltime software devs. Is staying in Salesforce the right play?

like

Hike letters are coming in tomorrow
Any idea at what time of the day they are usually rolled out?

like

Hello fishes, wanted to get opinions on JP Morgan Vs Barclays for wlb, job security, project technology?
YOE - 5.3
Skills - Java, Angular

Additional Posts in Financial Advisors

How has working in this industry influenced your politics, if at all?

like

Confession time: How many of you have napped at work? (Doesn’t count if you’re google and/or have nap pods)

likefunny

Have a prospect meeting in an hour with a millennial who is considering an online wealth management firm. Pretty new so any tips you all have on how to win the business is appreciated. Continued...

like

If you could go back in time 100 years ago to live in that time, what would you do with the knowledge you have now?

What is one thing that they didn’t teach you in college that you wish you would have known at the start of your career?

like

Where do you get your equity research indy's?

like

Read email first thing Monday? Or Sunday night?

like

Who uses a free CRM? Pros? Cons?

like

As a FA, at what point did you feel like you "made it" ? Personally, when I got to 10k a month in fees I felt like I had accomplished something and actually made it in this profession.

like

Had a conversation with our friendly neighborhood annuity salesman today. He's not securities licensed so he says he's been selling 1% fixed annuities with an 8 year surrender on them. Good stuff.

like

Thinking about exploring a switch to Fido or Schwab. Anyone using either willing to weigh in on the pros and cons.

like

What to do when someone on your team is leaking trade secrets to a competitor? Would be too awkward to make an accusation but I'm pretty sure we found the leak.

likehelpful

I'm mates with everyone at work, but I continually find out that "the boys" have gone out for drinks without inviting me or any females. Should I start a female club and exclude them so they wake up?

like

What are peoples’ thoughts on crypto currency - will be utilized or just a fad? Do people on here currently own them?

like

What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

like
like
like

Thoughts on a country club membership?

like

My mom owns 3 banks in 3 counties. They don't have wealth management/asset mangement. I planned on using them as a revenue generater/major referral platform but is there any way I can get in trouble

like

Most random way you've gainned a client?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.