Considering becoming a CFP and CFA but I’d like to know what the job market looks like. For those of you who are practicing, how long were you searching for a job and are you satisfied with your experience thus far?
We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448
Underpaid? 5 years managing 250+ households, working toward my CFP (advisor’s request), conduct meetings in FAs absence, travel to meet clients out of state, cultivated many relationships on my own, work with wholesalers to customize structured notes and trade them biweekly (tedious with the volume we do), manage 40+ SBLOCs (fun when volatile), provide all financial planning services to clients, office management, marketing, did I mention I’m his only staff member? $1M producer - me $65k/year
Possible career path options for high-end financial advisor to athletes and small businesses? I want to advise clients about the cutting-edge end of finance and real estate while maintaining an accountant's persona and lifestyle. Currently: Accounting background going for CPA. EA for tax jurisdiction purposes. Should I consider MSF, CFP, CFA, Finra Licenses? Should entry level career be at a bank, asset manager? Please advise difficulty levels. Real estate license on the back end of career
Anyone in Louisiana looking for a partner? Looking for someone that’s interested in Fee-only, CFP(coming soon), passionate and vocal about fiduciary standard
I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?
Planning to start my CFP program. What’s the quickest pace anyone has finished the coursework and been ready for the exam? I’m hoping to be ready to take the exam for November.
What advice would you give if I’m choosing between getting my cfp and through consulting? Which one would give me more $$ and better life quality?
I keep hearing that the CFP is worth it. What makes it worth it? The knowledge, the credibility, the confidence? All of the above I assume. Do you have prospects seek you out?
Any one use Kaplan to prep for the CFP? I used it for series 7 and 66 and it worked. Just curious if anyone has used it.
Thoughts on joining at team at Morgan Stanley vs RIA route? I have an option for a team who is all retiring and looking for succession opportunities ($3mm annual revenue book). Another option is going an RIA route with a bank affiliation. Currently I’m working for a bank trust dept as a wealth advisor (very few of my accounts are trusts). I’m a CFP and my book is $2mm in annual rev. I’m ready for a change but looking for some feedback, particularly if anyone is familiar with Morgan Stanley.
Any CPAs that have also taken the CFP exam and switched to being a financial planner? Considering a career change because work/life balance doesn't exist in public accounting.
Question for any of you in the high net worth individuals tax space, do you think CFP is worth the time to get? I passed the CPA 2 months ago and see a few partners in our group have CFP but does it actually give any value. Are there any other distinctions/licenses I should look into?
Has anyone used Betterment premium? It’s like regular Betterment but with .4% fee instead of .25% and a 100,000 min deposit. It comes with a CFP to help with financial planning and such...
Does anybody have experience re-selling tickets to a big national-level sporting event? I’m thinking of buying tickets to the CFP in January but if my team doesn’t make it, I’ll need to resell them. Think I’ll be able to recoup cost? They’re about $1300-$1500 now… will that go up or down once teams are known? Thanks for advice!
HEEELLPPPP 35 no savings no retirement need investing advice or contact for a reputable certified financial planner to help set up some investments for me....
Mba vs CFA? I have my cfp. Next year I want to start either the CFA or a part time MBA application.
Any Edward Jones employees? Can anyone share any tips for getting my foot in the door? I’m licensed, have my CFP and have 10+ YOE — However, I’d like to be on the corporate side, ideally in a Product/Analyst capacity. I’ve applied for numerous roles, with no success.
I keep trying to make it a goal not to bring work home with me, but it's just not possible. Besides, what's wrong with working at home where I'm more comfortable, can work at my own pace, and less stressed? Anyone with me?
Hi, I am looking for change as an OBIEE DEVELOPER. I have 4+ years of experience and can join in 3 weeks. Skill - OBIEE/ BIP/SQL/ETL Please let me know if anything is there. TIA
How much is your house worth and how old are you
Curious to know, especially from partners/shareholders, whether it’s still a prevailing thought that tattoos in the legal profession are taboo? I have a half-sleeve on one arm and still feel wary about wearing a polo to the office that my tattoo may peek out of. Thoughts?
Need a super creative CW for 2-4 wk gig, starting immediately, w/ a top marcomms agency in NYC. Tech brand experience required. Dbarner@barndogstaffing.com
Spg or Hilton honors? Currently spg plat but wanted to know if anyone had better experiences with Hilton (service, upgrades, points accumulation mainly)
just bought a 2015 used car for 28k 2.5% interest over 84mon. I have investments to pay it all off. my investments earned 18% this year but its all stocks which are volatile. pay down the debt? or no?
folks, buy call on Chipotle yet?
Today I have to be at a 2 hour ‘cross capability’ brainstorm featuring a total of 29 people. What’s the best reason you’ve heard for dropping out of a meeting early? I said my internet was out at the last one of these piss drinking contests, so something that’s not that.
I joined FIS Global in February and salary credited today but no tax deducted on salary . Why ? Kindly do genuine comments because just want to understand. Even JB and WFH allowance fully credited, no deduction on these .
Are the salary ranges mentioned at websites like glassdoor / linkedin etc accurate and provides good guess. It appears they are purposely less than the actual salaries in the market. Is this due to more historical data ?
Hey everyone. I just accepted a position as a client relationship associate in Pa. I was offered 51k to start. I don’t have any previous experience in the finance industry. I was just wondering if this the average starting salary. Thanks
Ok guys. I am a lawyer. Solo practice. My husband is a former professor who did not get tenure and quit academia. He has been working as my paralegal for several years and is brilliant at it. I only need him part time though. He could make a lot more money, it seems, doing this kind of work for a real lawfirm on a full time basis. Is this kind of move doable? Any advice re: breaking into paralegal work?
Got a MBB offer as a lateral. End goal is FAANG. Friends at MBB say placements out of their firms into FAANG is as rare as anywhere else. Truth to that statement? Don’t think it’s worth the reset if it’s still nearly impossible either way…TIA
What are your best time saving "hacks" for anything ranging from bills, shopping, to work related tasks? How do you save / maximize time?
Opportunities available for freshers and experienced CA/CPA/ACCA in EY GDS. Experience requirements : 0 till 20 years relevant. If interested send your CV at - email@example.com Location: Multiple locations across India Like, comment, share and spread the word to those in need! #cafreshers #experienced #cpajobs #accajobs #statutoryaudit #panindia
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