Additional Posts in Financial Advisors
I have ~2 YOE and plan to apply for MBA next year (2023 start). Is it worth trying to switch to MBB first and starting from scratch (leaving right before promotion at my current firm) + delaying my application in terms of overall career trajectory if I want to go into VC or startups after MBA?
Need your help to choose between two companies.
EY GDS - senior technical lead. Banglore.
TIAA - senior software developer . Pune.
TIAA offering more than GDS also it is in Pune.
YOE : 7.8 years.
I work for the government so workload is not always intense, but still feel a bit guilty when I let my Au Pair take care the kids alone so I can do more work at night occasionally :(
Everyone in this business claim to be using creativity to be changing the world. So I’m asking, which campaign have you actually worked on that has made a difference in the world? I’ve won close to 20 Cannes Lions but I can’t think of a single campaign I’ve made that has made a difference in real people’s lives.
What perk do you wish that your firm had to support your mental health that it doesn't already have?
I am second year PDM II in Deloitte and my base package is ~125 K. Is this fair or should I expect more base on market adjustments?
Trying to decide if Dice is a good tool to utilize for tech positions. Does anyone have good/bad experiences to share?
Do you offer bereavement time off? If so how many days. Trying to offer time off to an employee and leadership is against it.
Anyone here in Sales Engineering and got into M7?
Do you think Sales Engineering is a solid pre-MBA path, if the goal post MBA is MBB consulting?
My path is Tech consulting —> Tech sales engineering. Post MBA goal is MBB.
Does anyone have the 2020 SHRM books for sale or to borrow? My job won’t contribute towards my certification. I’ve already paid for my test. I have the books from 2015 but I’d like to study from the 2020. I tried finding them online to purchase but sellers of affordable books aren’t responding.
Can we see our milestone year in advisory?
2017 (or earlier) graduates: Is the only way to fulfill the BSCR CLE requirement to purchase three $180 courses from the Bar? Has anyone done it differently?
Spotted in RDU. Awesome suit 😁
Why do corp dev roles for PE backed companies pay more than corp dev roles at corporations? Also, what’s the comp range you guys are seeing? I’m getting offers for 120K-140K and this just seems really low.
Additional Posts (overall)
How many hours have you worked this year?
Coming up on 5 years as a phone-based advisor and trying to decide what to do from here. Money is good in my current role but i don’t have a book, same conversation over and over with no real end game. I love the idea of starting an RIA some day but obviously that would be easier with a substantial book. I am planning to sit for the CFP exam in March and make a move shortly after. I’m considering going to a new firm to build a book with the long term goal of trying to bring those clients with me
I’m looking to become an FA. Search for FA roles at banks has been tough since I don’t have S7. Any firms you recommend? Should I join an Indi firm? Please help, I NEED to make more money than Iam now
I really want to get the CFP asap but I’m torn bc all of my time & energy is currently going into building my practice and I’m only about 16 months in with a relatively long way to go. Continued....
Do you ever take out ur work stress on it significant other?? I'm quitting just to save my relationship...
I just wanna get home, drink and cry.
I need to buy a paper shredder. Just in case I get that knock on the door 😀 What are you using?
I’m looking for a CFP program that offers asynchronous distance learning with the option to extend for a masters degree.
So I am a W-2 salaried CFP at a small IRA and I have a neighbor who runs his own practice and asked if I knew anyone who would be looking for part time paraplanning work. After thinking about it I got to wondering if its compliant and okay for an advisor to do something like that on the side for extra income or would that be considered a conflict on interest as an OBA?
How far of a commute does everyone travel to their office? My office is two miles from my house.
I’ve had motivation issues the last couple of months and not making near the contacts I should be on a day to day basis. I know it’s the age old symptom FA’s develop, but any advice would be great!
what's the best tv episode ever aired?
Met with a prospect earlier this year. He decided to go a different route. No big deal.
He emails me today asking if I can notarize his rollover paperwork because the bank is closed and his new firm can't.
New to Fishbowl?
unlock all discussions on Fishbowl.