Anyone know of firms with the Los Angeles area that help you and encourage you to attain the CFP? I’m finding it hard finding local firms that have career trajectory from Client Servicing to full Advisory work.

I’m willing to pay for self study and take local classes but would love and appreciate sponsorship.

Any advice in general for making the jump from more client servicing to advisory would be greatly appreciated.

Ideally I’d love to make my way towards either an Advisor or Strategist.

Hello LTItes, i joined LTI a month back.
I attended a client interview last week and was selected for the same. Now they are asking to join within a day or two. I'm having my mom's surgery this week. How to safely refuse to join this client project for at least 10 days. I can't take leave for 10 days.
Can anyone please help me with this? I'm confused and scared.

Thanks

What are careers where you can become wealthy ($10M+) over a 10-15 yr period? Consulting and banking don’t seem to be worth the hrs in the long run if money is the big goal

Trying to chart my next move and not sure what direction to go. All I know is I’m tired of being always “on” in a client-facing environment.

Any podcasts, books, etc I can read for insight into more internal roles like biz ops, corporate dev/strategy, other??

4 YOE total all in consulting. Currently a SC. Clients/work have been commercial healthcare implementation & public health strategy, risk, process imp etc.

Hii everyone from IBM 👋🏻

Whats the process of initiating and getting the hike/bonus?

I joined IBM on last week of May 2022, was on bench till 20th November 2022 and got allocated to project on 21 November 2022.

Whom should I talk to regarding the hike/bonus? And whats the process like??

Will be grateful if I get any inputs. Thanks all :)

Anybody left your firm to go independent?? Please provide details and lessons learned

I lead a L&D org for a small fin. Consult. Firm. New to Toronto from states and looking for new opp. Ex mgmt consultant with 15 yea exp. Any thoughts on opps or networking appreciated

Been in Sales for 12years, done it all from transactional to complex, from 10k to 650M and from local to global, and 2 weeks to 24 months Sales Cycles - now aiming to move into a management role within the next two years, ideally mid sized business, build and execute a strategy for growth, shape a vision and drive the overall success on a more strategic level. Led teams and managers.

Masters and getting my MBA done currently - any advise what is key to make it happen?

I’ve been asked by a client to coach their team on how to structure and write scripts for their corporate event content (e.g. panel discussions). I’ve happily had a crack at helping them but it’s a bit out of my wheelhouse - is this ask something that would ordinarily be given to an agency copywriter? Or would it usually be something a content or speech writer would do?
Either way, I’m happy to add the additional skill to my CV 😅

Heard from me:

“Oh, junior person, you have edits to the monthly activity report 3 days after your deadline to review the report, and after I sent it to the client? How lovely for you."

Hi fishes,
Is MBA a prerequisite to get into MBB (McKinse, Bain, BCG). I'm a Chartered Accountant and currently working in a boutique strategy consultancy firm with good projects.
How should I build my profile to stand a chance in the top consultancy firms?
Any relevant skills/degree you could suggest?

A colleague told me today that Google separates Product Manager and Product Owner as two separate roles. I believe that one PM role is preferred in the industry and most modern software companies, especially FAANG companies, only have PMs. Just curious what others have experienced and if I'm correct in my assumption.

Hello Fish Friends! Does a PhD count as project management experience?

I have worked my way up in Insurance for 4 years but the 1st year being an intern/front desk/admin and was promoted twice and now an account associate helping my AMs/AEs manage our Producers' books of business. I was recently approached by a big brokerage for a Client Manager position. I have imposter syndrome and don't think I am qualified because I dont know insurance coverages/mastered what a business would need for a particular industry (continued in comments..)

Hi all! I’m inclined on taking up the CIPM training and certification exam. I’m already a certified Data Protection Officer in the Philippines. I intend on skipping CIPP as it applies to the US and EU.

How difficult was the exam? Can you share your experience studying for the CIPM exam? Is it advisable to skip CIPP?

Many thanks in advance.

I have an offer for Consultant Specialist GCB5. Not sure what the role is..is it a team lead role or is it a junior role? I have 10 yoe .. is it apt? Pls help Thanks

I was a basis admin for validation team for 6 years and then I have been working as a product owner in automating implementations and other activities in ECS. I recently did a Mtech in software engineering. can I look at a full time developer career or continue as a product owner or move to SAP implementation. Any suggestions?

Enviro/ natural resource lawyers— what’s your dream job?

West Coast and Midwest reps who actually get consistent food and tabletop boards, where you at? I’ve got a director with a great reel of mostly over delivered low budget work, but a strong client list. I’m looking for someone who is a go to resource for agencies with these tops of jobs. I’ve already submitted a form on the AIR website. Thanks :)

BTC at $9000+... wow!
Guesses for year end?

In my third year of real estate practice. Run the gamut between leasing, acquisitions and sales, financing and everything in between. Enjoy where I'm working but (continued in replies...

How much does a multi-touch attribution partner cost? What is the pricing model? I.e live ramp, neustar, etc.

been rocking a headache for three days now, should i skip work today?

Best big4 culture for TP in NYC office?

Looking for recommendations of at home workout videos for first trimester pregnancy. Please share any that work well for you.

DRS data: How many of you feel you are using your tech skills? Are you on C1 or C2 engagements? I'm on a staff-aug about to roll off & nervous the grass might not be greener & I'll be stuck in excel

I am a ServiceNow Developer and want to switch the domain. Confused about which one to choose. Can any please suggest some good domains.

Hello World! How do you manage to eat good tasty spicy food while on the road?

If someone joins a company at a high level within the firm but at a relatively much lower salary than peers at that level....... Does that reflect poorly on the individual?

Is there a better way to find a railyard in a new city other than typing “railyard” into google maps?

Does your company pay for parking (if they don’t have a designated lot)? If no, do you believe they should they pay for it? Thoughts on this?

Any resources out there to find great up-and-coming photographers, stylists, set designers etc, in LA?

Are there any CDs working on Post Mates, Grub hub or Door dash. I just wrote out a whole campaign for fun. Print, commercials, activations, etc. Would love to pitch it.

Hello, I was recently let go from my firm for not being able to pass the series 10 exam. I passed the 9 and have my SIE, 7, and 63. Are there any jobs out there that require the 9 but not the 10? All the jobs I can find require them both but I’d like to use my 9. Thanks for any advice!

How should I pivot to Wealth Management as a Credit Analyst for a commercial bank? I’ve worked as a credit analyst for about a year after graduating in finance last year. I also interned at a wealth management firm while in college. Any advice is appreciated!

Hi,

I’m approaching YE compensation discussions and was curious to see what folks/the industry are paying for institutional middle-market sales/distribution/business-development roles. I have 3yrs of experience with the same firm and am currently working as a sales analyst for the institutional sales team in NA. I have experience with traditional long only solutions, real estate (primarily value add funds), and a sector specific hedge fund. Any and all feedback is welcome!

Isn’t 100k base pay too little at a boutique asset mgmt firm? 4 yrs buy side experience, started at the same firm straight out of college.

Seeking employment as a Financial Analyst in the New York and New Jersey area any suggestions? Please help thank you.

Does anyone have insight into Alpha Real Capital? I’ve been approached for a Quantitative Analyst position in their London office, and was wondering if anyone has an insights into culture/ work-life balance. Thanks!

How much should an institutional analyst (in an asset management firm) be making? Base salary + bonus

I work in quant and rely on our company’s database for everydays task, but couldn’t get any support from the company’s tech/data team. It’s been such a struggle. Everyday im fighting with red tapes and firewalls. :(

Has anyone taken the CAIA ? Any tips ?

Currently interviewing at JPMorgan in their CIB division for a associate operations role. Have met with 5 people for two different teams and another person for another team, all of which I believe are 3 total open positions for 3 different teams. Any insight on the interview process or how long it takes or any sort of idea to give me on what I could look for that might help me believe I might get an offer? Checked my online application again recently and still says “In Consideration”

Working as a summer analyst in private wealth management this summer and just got a return offer at GS. Anyone have any experience with salaries, exit ops, etc. pressured between taking the return and looking for something with more optionality.

Asset Management Analyst position
93k salary in Chicago
2 yoe but 0 years of industry experience.
Thoughts?

Is there anyone who can discuss the current development trend of the world economy? I am very willing to learn and share what I know.

Dreaming of less stress and more freedom these days. What would you all be doing if you weren't in this field?

Would you consider corp dev & strategy “back office”?

Anyone know the salary range for Manager at Carlyle NY?

Hi, is CfA still worth it? I work in infrastructure private equity and recently I have been promoted to investment manager. I would like to know what other qualifications/courses are relevant at this stage in order to boost my credibility and knowledge.