For those of you who position yourself as retirement income specialists: How do you do so?

What would u do? 3 YOE HCOL city and I have 2 potential options:
1) move to a boutique healthcare strategy consulting firm in a similar role as I have now (client facing consulting role).. 120-130 base + 20% bonus
2) a product specialist role at Meta (FB). This told role product management, it’s analytics heavy. $107k base, 10% bonus, $30K stock.

At the end of the day, TC for both is similar. As far as exit opportunities I’m not sure what is better, so looking to get other people’s opinions.

I’m currently in the process of being converted from contractor to permanent. In my initial conversations I was under the impression that I was in a different pay grade and asked for a salary 25k higher than the max allotted for my position. I feel like it gave the impression that I don’t know what I’m doing. Any suggestion how I can recover from this?

Offered lead engineer designation for 4.7 YOE .they normally offer this position E1.2 band ??

Hi all, I have a question regarding retirement accounts. I am not sure if I should choose a Roth or 401k (company has 4+2% match). Currently 23, base salary is ~100k and investments have brought 45k this year which has me teetering between a 22-24% tax bracket. Wondering what the usual tax bracket is of people retired (around 65yo) as I’m not sure anything would bring in significant income with the exception of investments. In my case would a Roth make sense? Appreciate any answers!!

Anyone know any biotechs/Pharma (ideally oncology-focused) that are looking for a VP (or even SD for the right TC) of BD/CorpDev and allowing for remote/travel models (if not Boston-based) or at least a Boston-based hybrid model? I know someone with good biotech/Pharma BD&L experience that is looking for a new role given the current biotech layoff scene. Feel free to share any company names with open roles or DM, if preferred.

How do I measure what I'm "worth" in the market? I know YOE play a role, but I don't know how to measure based on perf or whatnot. What makes one person worth more than another for the same role?

does the mckinsey survey mean anything more than nothing? gotta assume a referral trumps the survey

What is the perception of a McKinsey solution role that is a CSP? Can I exit to tech? Would the role be better than the T2 role I have now?

What type of investments do people typically put their TFSA vs other vehicles?

How to switch practice areas? I’ve been in immigration for 3 years now and need a change. How do you convince employers you’re a good fit for a role you don’t have any experience with?

Hello Fishes!

I’m in my early 20s and would like to get some ideas on what would be the best way to start investing? I have 10k for Emergencies, 20k in HYSA. And extra 10k to play around with. I’m already investing in my 401k up to my company’s match and planned on maxing out my Roth eventually…but would to know what are somethings you are all doing for investment.

Thank you!

Any experienced nurse practitioners in NYC area looking for a hospital based NP position in Manhattan, DM me. Pay from 130-150 ish. Great benefits

Interviewing for an internal role and hiring manager wants to finalize it before YE. Is the odd of slightly higher if HC round is passed?

People who have transitioned from consulting to industry or an objectively less demanding role (i.e working 40-45 hrs a week), what makes you feel good about your decision? After a decade in client services, I’m reaching a breaking point and can’t see consulting being sustainable with a young family. But I’m so achievement-driven that I’m having a hard time taking my foot off the gas; I know seeing peers advance once I’ve stepped away will be hard. For context, I’m F and ~8 yrs away from Partner

Hi fishes

I have completed the talview interview last week when can I expect a call for the hiring team

How many more rounds would be there.

YOE 4

Approximate turnaround time between application submission and first human contact (recruiter phone screen or first round interview) for MBB experienced hiring?

what you buying?

I can’t understand, why in the big tech: data scientist = software engineer?!!!!! It is not… and it is huge disappointment when you ask for data scientist who can improve your results that you are not satisfied with, but you design all your technical interview around SE

What are permanent fully remote companies in India?
Some I know are
*Nagarro
*Pwc
*Publicis Sapient
*Twitter
......

Good morning! I work in Medicare sales and I’m just getting tired of sales because I have to change these elderly people on their insurance very frequently, and it’s frustrating most of the time. I eventually want to be a Christian counselor and I just stared school but that’ll take awhile to get where I want to be. I just want to be happy right now without taking a major pay cut leaving sales. I’m making 80k now, I don’t need to keep making that but a decent amount while still helping people. 🙏

How did you cope with post-grad depression? I feel like my life has stalled a bit.

Can anyone please refer me for SAP CPI role. I have 3.5 years of experience in SF

Hey everyone. I keep coming across comments about the predatory practices of journals but can’t find any details. Could you explain?

What is something your government could implement to make your work easier/more productive?

Anyone who’s familiar with working as an account executive at mutinyhq? What is it like? How much can you realistically make?

📚 Resource Thread 📚
Use this thread to drop your favorite books, courses, podcasts, channels, and other resources you find valuable as a Sales Engineer!

What movie about history is a must show in your classroom?

Hi peeps

Can you please like the post

So that I can get likes to make use of this platform

Thanks in advance

How long and how “much” can a stub year coast through Big Law? What billables are considered “coasting”? 1 year? 2 years? 3 years? For perspective - at Vault 10 firm in NYC with no billable abs unassigned system.

As someone who has spent 7 years in the recruitment field specifically helping those who originated in audit or partnership tax compliance I’d be happy to answer anyone’s questions! Please only those that live and work in NYC.

Recently accepted an offer for a manager in Bizops in Ad sales for a tech firm. Curious about the growth opportunities in this area. What do folks do after 2-3 years in such roles ?

I’ve seen claims out there “fake it till I make it” when it comes to car buying etc. Curious, what do you constitute as “making it” from an income perspective? I know everyone has their own definition

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

Anyone with LPL that uses an outside E&O carrier for your registered rep needs? Their shit is expensive

For those of you who have dropped your series 7 and went fee only, what would you say has been the biggest advantage? I want to be able to truly serve our clients as a fiduciary. Has it been beneficial to your practice?

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

Looking for some other options in performance reporting from fellow RIAs, who DON'T have integrated solutions with their custodian. Currently using IAS. They cost me about 6k-7k a year. Fed up.

What’s your definition of good work ethic? How important is it to you?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

Is it me or did they just scrap the DOL law?

At Wells, we have a monthly email newsletter (automatic) as well as an email platform on demand. Do you guys think clients receiving a monthly newsletter is too much and would look like spam?

What is the most expensive thing you have ever bought? How much did it cost you?

One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?

What is a deeply held truth that you believe?

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

What is your close ratio with walk ins/call ins?

Best technology to use that LPL has?

I think I’m addicted to diet soda. I don’t drink coffee or alcohol but probably 60 ounces a day give or take. I drink it for every reason (or excuse) you can think of. Continue...

Just lost out on two potential clients because they said they were concerned about how many clients I have. Currently have approx 250 households ( Ed Jones speak for mailing groups). I never thought that was a lot but now I am reevaluating. Curious as to how many relationships you all manage.

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use