Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

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

You should give it another go as an advisor at new firm. The culture may be better. You already have the required licenses, designations, and experiences. Wishing you the best!

like

Related Posts

Hi,
Folks what rank does team leader comes in BOA. I have 2 years of experience and have been ask to interview for Team lead position. Does the team lead just a title, heard growth is slow ?

Anyone here has taken the PMP certification ? Is it worth it over MBA and if you're managing projects in Advisory?

like

Any recommendations for good recruiting agencies in the Carolinas? Trying to find someone to help me navigate my potential lateral career options based on my experience and interests since I’ve been in litigation almost two years and it’s not for me and I will be relocating there.

like

Anyone know anything about trying to work in house in certain industries? I’d like to move into media (publishing, entertainment, etc.) because I don’t want to stay in law forever but am having a hard time connecting to the right people

like

what is working at a crisis management firm like? broad question, i know, but i don’t know much about the field! (i currently work at an ad agency, but i’m considering a career pivot.)

like

Looking to network with other consultants (probably software or project/program management) in the area.
Where are the good places to look for networking opportunities?

Hi All, i have a total of 7.6 years of experience and i want to move to IT backround. Can someone suggest me any IT course which will help me to switch without BE.

like

I’m a Geoscientist by profession and have been working at big tech for half my career - the other half in Geosciences - i think i have a brilliant plan for the next best thing in Geosciences and have a working proof of concept already - how should one go about this? I don’t think i can do it alone and need both an investor and a partner.

likeuplifting

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.

like

I'm entering my final year of law school but am going part time since I work full time as a paralegal. I have been a paralegal for more 10+ years and I want to open my own firm after I pass the bar.

I've worked at a lot of different size firms including a startup with a few attorneys and I was able to help with a lot of the ground work with getting the practice management system in place and still do some of that now at my current firm. Has anyone done this right out of law school? Any advice?

like

Things are apparently going to get better after a client will be leaving, I’ll get to work on different brands but I am feeling pretty burnt out from the agency I’m at. Will new clients help? Or should I look elsewhere. Been at the agency almost 3 years, I feel like I need to switch things up for my sanity.

like

Hi there,

Just joined S&C from 8 YOE in industry. Joined as M1, but was also a manager in former industry role. How soon is reasonable to be thinking about promotion Senior Manager? What kind of salary increase comes with this promotion?

Also, I negotiated current salary when the offer came 5 months ago now, not taking into account high increases in inflation. Do salaries get adjusted for inflation? And if so, when?

like

Hi all! I’m currently a commercial account manager at an independent agency with 3.5 years experience….looking to move to underwriting. Any leads on where to start? I’m located in the New England area and would love to be remote.

like

What are some of your recos for the best comms/PR books and sites to learn more deeply and further your knowledge in your role?

Im a junior level analyst at working in Asset servicing. I want to move to Equity research in about a year. What would I need skills wise to be able to move. (More context I’ve got a masters in finance and no prior work experience. Based on the UK)

like

Has anyone made the transition from non-profit and small firm practice to federal government, big law, in-house? I’m a special education parent attorney at a small firm and I’ve spent my legal career in the education and juvenile areas of the law working for 2 non-profits before ending up at the firm. However, I’m just exhausted, unmotivated, and and looking for a change. At this point (6.5 yrs of practice), is that type of transition even possible or am I stuck due to the practice area?

like

Hi! Please share tips to move from backend consultancy (Knowledge Centre) to front end consulting? Thank you!

like

What is some advice you all can share to move up the corporate ladder quickly? If you can, share what we’re your timelines from position to position!

like

Time sensitive question, have two offers. One is GIR in SLC with GS. Other is Generalist Consultant at McKinsey. Which would you recommend (McKinseys offer is slightly higher but assuming due to location). Thank you greatly for any insight! Hoping to get into private equity in the distant future

like

Hey, what are the future scopes for DAACs. what are the general roles DAACs apply to/get after ZS?

More Posts

What kind of projects would one be working in Deloitte USI as a Front end Angular developer with 7.1yrs of exp? Anyone currently working or worked on the same stack at Deloitte USI explain ? Deloitte Deloitte USI

Hi! I’m a generalist looking to get more involved in sustainability. As I continue to learn more about the space, I’m thinking about career exits from management consulting into something more meaningful to help the earth. Any advice on this transition / potential roles I can work towards? Thank you!

like

How common is it to have an investor in your company also be a customer? As a company should you bend backwards to accept a requirement that serves only the investor and no one else in your customer base?

Has anyone had any experience in Augmented Reality design? What tools do you use?

like

Everyone going office regularly?

like

Sundial Growers 🏄🏻‍♂️🏄🏻‍♂️🏄🏻‍♂️

like

Folks, if you come across any good deals on Hiking, Biking, Running, Camping gear, please post!

Hi all, I am looking for a single occupancy in 2bhk/3bhk in a gated society in Hinjewadi phase 1/2/3 or wakad area.(2bhk/3bhk empty flat works too as I can find flatmates later). Vegetarian preferred.
Can shift within a day.
Please share leads if any.
Thanks.

like

Does being professional come off as fake sometimes and people see through it?

like

What have you found to be good ways to help bridge gaps left from time out of class due to Covid? I teach 6th grade. We use iReady but feel like there are other sources I could use that would help fill in learning gaps.

like

Ever did that??
😂😂

#Meme #MondayMotivation

Post Photo
funnylike

For exhibits to motions/responses in federal court, do law clerks prefer (1) citations to doc numbers or (2) attach exhibits to motion, even if the docs have already been filed with the court.

like
like
like

(F27) Realizing I might be a rare pokemon species ... any chance of there being Europe-based, shia (practising) candidates here?

likefunny

Does anyone in LA want to practice cases?

Completed HR round 10 days ago but no offer or updates yet. Still.showing in process. Is the delay due to Easter holidays?

like

Saw some posts about celonis across bowls - details for someone applying?

like

Inviting employees from Comcast offices in the United States, Comcast India Engineering Center and more to this bowl Comcast

I am looking to leave my current position due to not having the opportunity to run campaigns and earn experience.
However, every interview I get asked about the campaigns that I have run.
This is starting to feel like a closed loop. Any ideas are appreciated.

I do create some personal campaigns and do social media content on LinkedIn for my personal profile. That is why I get a high number of interviews but I stumble at the starting line.

like

Additional Posts in Salaries in Finance

User experience mgr salary? I support six product teams and eight reports. 20+ years experience

I have an offer and want to negotiate

1. London base salary but I have to absorb all the expenses (train + stay)
I am thinking to negotiate to

2. home base salary and have my expenses paid for

I know that's depends on the amount I have to travel (and potentially stay) but at the moment this is unknown. Past 8 months was just twice a month + 2 nights stay.

The only thing I know is it won't be every week, the return trian ticket is about £80-100, depends I could plan ahead.

Is anybody here a notary? And how much are you making from that? Is it a potential side-hustle?

like

I am a registered sales assistant which means I have my series 7. I also have the 63 and my Life & Health license. I was a financial advisor but the role is commission only so I decided to take a role as an assistant for some time to learn etc. I really like my role, but I only make 32k a year and after taxes I only take home about 25k. I have a gut feeling that I’m not being paid market value but it’s tough to find comparable salaries. Do you think $15.38/hr is a fair wage in this case?

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal