Currently an FA within the banking channel with CFP & ChFC. Need to make a move, but not a huge portable book to bring. I currently make 6-figures and would like to continue to do so at my next firm and still be able to grow. Willing to buy a book as well.

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

*** 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.

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

I’m a CFP® and work as a test engineer for financial planning software. I’m pretty new to the tech space, and wondering what jobs might be out there in the fintech space as I gain more software knowledge. It’s kind of niche working in financial planning software as my background is financial planning. What kind of jobs are out there that might translate well and would have good earning potential?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

Anyone know of a good tutor for CFP exam? Thx.

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

Any recommendations on prep courses for CFP exam? Taking the exam in March

Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

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.

Average salary for a Senior Associate who’s in the process of getting their CFP?

I am currently finishing up CFP course work. Does anyone have tips or tricks for studying for the actual exam? I am particularly concerned about the investment planning section. I have 12 plus years in the industry and CRPC. I do planning literally everyday but a test is a test and this is the module I have had the most trouble with.

26 y/o JD, CPA, CFP --- what are my odds landing a career with the FBI?

Best study guide for CFP?

Looking for an investment advisor who is 1) a fiduciary 2) has a CFA/CFP/CPA or some combination thereof. No exceptions. DC/Baltimore area.
TIA.

Best study guide for CFP?

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

Anyone have CFP Prep books they don’t not need anymore?

Does anyone have the email of the Deutsch NY recruiter?

Has anyone refinanced their student loans on h1b visa? Is common bond the only option?

I am asked to apply for visa for poland, I have a spouse and kid as dependents. On VFS website, visa slots are different for national visa and dependents..so will i have to book visa slot separately for my dependents or can i take my dependents on my visa date.

Hey all. How is the work culture in Nagarro for Bangalore location.

Fellow Data Scientists of the DS Network community. What has been your salary progression from your first job to the current one. Feel free to share it down in the comments.

Three job interviews with a company, last one creating a marketing plan and presenting to marketing VP. I received good feedback from him. Three days later recruiter wants to give me a call and “give an update”. Schedules it after 2 days. This morning cancels last minute as they are having “internal discussions”. I’m really annoyed and tired. Thoughts?

What is the average salary for Clinical Research Associate I?

Where is the excel with the best Hilton discount corporate codes

Any advice on how to switch from big 4 to tier 1 consulting firms like BCG and MCK?

Trying to find an investment property to rent out for about $300k - what are your recs for location ?

Fill in the blank: When guys want to impress a girl, they say “I was to show my ______ to you”

My joining in EY India is on 3rd Nov. I have not got any details regarding onboarding on 3rd Nov. Anyone faced or facing same issue ? When should I expect first day onboarding email ?

Pls let me know any vacancies for Angular UI Devloper for 7years which has permanent wfh or hybrid .

Hi
I am a senior graphic designer
Work experience - 8years
How much salary should I be getting?

What is with TSLA being pinned around 1500-1480 so tight? Lots of people talking about manipulation to 1485 which it has basically been on the nose last few days. Trying to learn more about the market forces, technicals, etc. and welcome any comments.

Whats the current processing time for H1B renewal. Is premium processing enabled ?

What’s your game plan post-MBA?

How many of you make over $500k a year? What is your AGI after deductions? What firm do you work for? How long have you been in the business? What’s the best piece of advice you can give?

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

Anyone knows about the base for chase PCA?

What is your favorite way of winding down during the evening when you get home?

*** 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.

Craziest parties / perks on firm budget you _ experienced? Friend of mine had a table+bottle service at a super bougie Miami club. My office on the otherhand had a pizza party.

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

What are some good networking clubs, organizations, or groups to get involved in?

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

Anyone in SoCal?

This job sure brings out the inner narcissist in me! Normally I am all about the clients and their needs, and have always been a bit of a caregiver..but when they are super happy and make referrals and such

And another one bites the dust

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

Trying to build my book and I’m making good connections but not finding any immediate opportunities. Do you cold call or rely on referrals to build your pipeline?

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

Are there still veteran advisors that expect their noobs to smile and dial? I get activity drives results but being active for the sake of being active won’t help the noob bring in business

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

Anyone working at Barclays Wealth Management in the UK?