Anyone know of any RIAs open to hiring someone with a tax background interested in transitioning to wealth management?

How much one can expect for team lead role in gartner

Just had a phone screen today for the Account Strategist role. The recruiter said that the target level is l3 or l4 (I have 5+ yoe in performance marketing). Should I push for l4? Additionally, how long does it usually take before I hear back from the recruiter. Thank you!

Hi all
I have a kind favor to ask of you, my dad who has 25+ years experience in finance is looking for better opportunities in UAE , requesting your help to kindly assist if you or anyone in your circle are aware of any opportunity. If there is anything please let me know and I will DM you .
Appreciate your help and su

I have my first industry phone interview for a Corp strategy position. Still very early, but what answers should I have on-hand for the recruiter? (E.g. my salary range, role expectations, etc.)

Hey there! Can anyone give me a referral for Microsoft? Would be highly appreciated! ❤️

Currently interviewing for a remote account manager position with USI Insurance in NC. I have over 20 years experience in personal lines as an agent. Can anyone provide insight as to the average pay for this position?

Hey all ,
I’m looking for a product manager role . I have approx 8 years of experience including my MBA. I have about 1.5 years of experience in a hybrid role between customer success and product. I additionally have approx 4.5 years of experience in retail and e-commerce marketing roles.

Does anyone know of any open roles within their company I could apply for ? Would appreciate any leads.

I've done so well in this new role within the company that they are hiring another person to assist with what I do. I've voiced to my boss that I'd like to manage this department and they indicated that this is the thought for the future. Now they are asking me to train this person while I have my plate full. Is it wrong for me to expect either a promotion or to be paid to train this person?

Just got offered a position at PrimeSource Building Products. I will have to relocate if I take the job. Does anybody have any advice for relocating or PrimeSource?

Does anyone have any insight on Adobe? I’m looking to apply for a role.

I’m a first-year MBB analyst. My dream role is helping energy / climate tech companies grow (more interested in ops/strategic work than in cutting checks). Are there funds that might be a good fit?

Hi, I need referral in HPE, I have the job Id, Please DM

Hello Fishes,

Can anyone please refer me in Amazon.

TIA

Hello there. I have been interviewing with Okta and got through all 5 rounds of interviews. They say they want to offer me the job but there is a global freeze for all marketing roles at the company. They want to offer me a contractor role instead. Does anyone here know if that is the case? I haven't heard anything as they seem be on wellness week. Thanks for any guidance :)

Hi Everyone,

I'm Snr Lead Recruiter with a US staffing company and looking to transition my career into the role of a Business Analyst. I have a PG Diploma from Great Lakes in Business Analytics and Business Intelligence. Would appreciate any leads.

Anyone hiring a UX Designer in Atlanta? I know someone who got laid off

Can we open New Salary bank account in Optum for lateral? Or its mandatory to provide last company's salary account details and continue with same bank?

I have one month left to finish my thesis. I know, I’ve screwed up. Anxiety got the best of me. Is there still hope?

Anyone transitioned from strategy to UX?

How predictable is IVF vs conceiving naturally? Would we theoretically have more control in a sense of getting pregnant exactly when we want to (give or take a few months) by having frozen egg/embryo ready to go in advance? Trying to plan around a very strict residency timeline is tough

Looking for case partners, have final rounds with 2 MBB in 2 weeks (Preferably candidates in similar situations)

Is this group really gonna be mostly apartment listings?

Does Big4 have AMS (Application Management Service) seevice lines. Does Partner comp / targets differ for AMS vs rest of the service lines?

What are the opportunities in DI or D USI for Semi Qualified CA in Risk advisory or Internal Audit department? Also what is the range of pay scale. Please suggest whether I should apply for the job in deloitte?

How is EY’s SAP practice? Overall, so they focus more on new implementations (S/4) or auditing existing ones? How is the overall company focus on growing the SAP practice?

So here is my dilemma:
- based in the UK
- opportunity for lateral internal move (culture&engagement) or stay where I am (reward). I am mid level IC struggling to progress due to flat structure so considering lateral move then hopefully up from there.
- 2 primary aged children, currently have flexibility in current/new role too
- Husband just got accepted on a international rotation which means I will be single parent for the short term.

What to do? Go with the unknown or coast comfortably?

I went to a couple of Meetup events over the weekend and it was mostly older people😫 Anyone had luck meeting people/making new friends through meetup app events? Any other ways I can meet people? I’m in my 30s

What is expected of an associate in FDD? Especially when there is no senior on the team. Would I be acting senior? How can I better help the team with my limited experience? I just transferred from Audit to FDD.

B4 or A&M for FDD?

Who’s working away from home remotely? What’s your setup?

I’ve seen claims out there “fake it till I make it” when it comes to car buying etc. Curious, what do you constitute as “making it” from an income perspective? I know everyone has their own definition

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

Does anyone use GenBook or an app like it, for clients to go online and book appointments with you?

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

Have you used RME for seminars or 2nd opinion mailers?

How much did you spend on client lunches/dinners last year? I’m at $3,600.

Saw a JD Melberg and got me thinking. Surprised insurance companies don't get scrutinized more. Seems w the number of complaints on VA's, there would be more regulation over this type of thing

Best technology to use that LPL has?

What is the most expensive thing you have ever bought? How much did it cost you?

Looking at starting the CFA journey. Schweser was recommended, but is it worth the added cost? If I'm subscribed to the idea that I am going to be spending 20hrs a week studying, is that sufficient?

Have a client who can be a pain in the butt. Very demanding when he wants something. Only wants something a few times a year, but exhausting when he does. Almost 1m all managed. Keep or let go?

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.

Just lost out on two potential clients because they said they were concerned about how many clients I have. Currently have approx 250 households ( Ed Jones speak for mailing groups). I never thought that was a lot but now I am reevaluating. Curious as to how many relationships you all manage.

I think I’m addicted to diet soda. I don’t drink coffee or alcohol but probably 60 ounces a day give or take. I drink it for every reason (or excuse) you can think of. Continue...

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?