{ "media_type": "text", "post_content": "Does anyone have any insights on coaching for Ellevest ? I'm a leadership coach and I've wanted to work with them for years. Should I take Series 7 or 65 first?", "post_id": "6292893b7feab3002c2609af", "reply_count": 0, "vote_count": 2, "bowl_id": "5e3efd45ce123f00292dc3e1", "bowl_name": "Pivot to Finance", "feed_type": "bowl" }

Does anyone have any insights on coaching for Ellevest ? I'm a leadership coach and I've wanted to work with them for years. Should I take Series 7 or 65 first?

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Additional Posts in Pivot to Finance

Thinking of moving to Chicago (from NYC) to be closer to fam, but a lil worried about exit opps. Apologies in advance for the ignorance, but how does the Chicago market compare for ex-consultants vs NYC?

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anyone recently resigned due these unwanted Return to office campaigns?

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Does KPMG India provides permanent Work From Home?

Has anyone ever been to a psychic? What are they doing now and why could they not predict anything about this pandemic 🤷🏼‍♀️

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HR director role in LosAngeles - $180k base, $235-range total comp. Good?

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How did the Rogers outage in Canada impact you?

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Any thoughts around EYP life sciences practice? Heard they are aggressively hiring senior leaders to diversify variety of projects. But curious about team culture and WLB

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Desperately need to find a new job in the DC area, currently a 603 (VP) at JP Morgan within AWM in a Business Management function. Is there anywhere actively hiring or looking for new people? DC does not appear to be attractive for people within the financial services industry, so I am having a bit of a hard time nailing an interview.

How much would it be reasonable to expect as a mid-level creative in Paris? Also, what’s cost of living like compared to London?

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Why is twitter not considered in the FANG category?

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34 m in jersey city. is any 30+ f around to grab a drink and connect with intention? Not interested in casual and looking for something serious.

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What is tcs bgc policy.. for how much previous years they will check

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11/02 Thread (General):

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New to NYC, what's the best Halloween party (esp one that's still selling tickets)?

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I'm currently working in the support domain. I'm deploying windows servers and maintaining the active directory service. I work as an L3 role in this project. I would like to switch the domain to development. My plan is to learn python or similar full stack languages. My question is if I switch like this, would I get a decent hike with the current package or do I have to start as a fresher?
Any leads would be great.

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Did anyone suddenly have a problem with spicy food when they got pregnant? FTM but 2nd pregnancy. The same thing happened in the last pregnancy and the doctor thought it was odd. I get really bad cramps whenever I eat spicy food... before I’d be the person ordering level 5 (out of 5) spice at Thai restaurants. I’m only 5 weeks.

Also when does the cramping in general stop? I understand the body is expanding etc but I’m in pain constantly and I don’t know what’s normal vs not. OB appt next week.

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Morning All! I have recently started with a company as first HR hire and bit overwhelmed have not had time to do much but recruiting right now. Would anyone be willing to share any info on their onboarding and does anyone have a new hire and a term checklist willing to share?

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Hey fishes, I got an offer from two company IQVIA and @Zepto.I have 1 Y. O. E around Data Science and Analytics domain. Iqvia is offering 5.4 + 45k JB Zepto is offering 6.7 with no JB

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Additional Posts (overall)

Went to a top uni, looking to move to banking after 12 months. Does anyone have experience with this?

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Anyone in The Bay Area that knows of any career openings in Commercial Banking Portfolio Management that I can refer a friend to? Feel free to DM me if you can help 🙏

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For those who left consulting for IB.. what was your story? How did you answer “Why IB” in interviews?

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Financial Advisors:
What are key components for a cold email looking to join their team?

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To provide outreach that’s mutually beneficial, whether that be networking or shared resources, I’d love to connect!

For those interested, I provide no-cost financial plans with Northwestern Mutual, also holding an emphasis on long-term growth through investments and risk-mitigation through insurance.

Perhaps this gives insight of the process to those considering financial planning as a profession or supplementary support to DIY plans towards personal, professional or financial goals.

Is it worth it to get an executive mba if I’m not working in the field I want while I’m getting it?

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Has anyone gone into transaction advisory from audit?

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Hi all, I just completed my undergrad in international business and have been keenly interested in consulting roles at Deloitte, however I don’t know where to begin - can someone please give me an overview on how to increase chances on getting interview with Deloitte, what they look for, any specific must have technical skills for an entry level position and what the interview process is like

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Hey Friends! Looking for advice!

My wife is a Chartered Accountant with 7+ years of experience as credit manager, underwriting loans with some leading banks in India. She just got her EAD and is looking for jobs, open to switch profiles as well. Do you think she would fit in for any role here in Seattle, WA? She has been a star performer and promoted twice in the last 3 years. One problem is companies look for US experience which she does not have, we just moved here early this year.

For those who dont have a finance background, what is necessary to transition into a corporate finance or financial consultant role?

Was thinking maybe MBA, but unsure if that's the most cost effective route.

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Hi anyone at Blackstone will to chat about what kind of valuation experience is helpful to the firm? I am looking into a very specific role and worried I don’t have enough valuation experience for it.

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Would anyone have a breaking into wallstreet course they would be open to sharing?

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I have an interview for an Operations Associate role at Fisher Investments Inc. What should I expect? Does anyone have any information on the role and company in general? I will be graduating later this year so do not have much of previous experience and the position is in Europe.

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From consulting to investing / lending - anyone has guidance on how to make the move? I’m a consulting manager with finance experience pre-MBA. Thinking about pivoting into investing / lending but struggle to find an angle - assumed that it would be hard to break into investing but lending would be great (all the way from corporate banking to mezz). Any guidance on seeking relevant experience while in consulting?

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Looking for an average overview of weekly hours in PWM at each level? Any insight appreciated. NYC-based, preferably

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Can someone share what softwares/languages are useful to know in this field? I am pivoting Into this field and want to get into consulting/asset management. It’d be a huge help if you can share your experiences too!

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Good morning
Does anyone know if one (dependent) can do stock trading while on H4 visa without EAD?

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Do you need to be sponsored to sit for the Series 7, Series 65, and Series 82 exams? I’m hoping to become an accredited investor by passing one of them.

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