Got an offer to work on a team at Morgan Stanley. 2 other advisors, $300m aum, mostly free based, financial planning practice. I’m a CFP at Edward Jones. Sounds like the ideal practice to be working on. Pros and cons of Morgan Stanley? How is their comp structure? What’s a typical fee based % rate?

Does AAS pay the same as FDD?

Current SC with ~3YOE looking for a jump to tech. Just wrapped up interviews with AWS non-tech role slotted at L4. Current base is $115k. Can anyone provide insight into the band for L4 at AWS? I’ve provided the recruiter with my ideal range and am continually reminded to make sure I look at the “full compensation package”. Anticipate receiving offer within coming days. TIA.

What do folks here think of working at Vanguard?

Hi All, Need some help deciding an offer for IT Audit Senior Internal Auditor Role

1. Job A - 90K + 3500 Fixed Bonus + Unlimited Leaves
Industry Based Role

2. Job B - 84K + 12K Joining Bonus + 20 Leaves Please help.
Big 5 Consulting Role

Any AVP from CCB operations here? What is your CTC in JPMC?

Does HCL give any joining bonus to immediate joiners?

Currently, onboarding at HCL is conducted offline or remote(online) ?

QE Chicago — what’s the signing bonus for juniors?

is it worth joining as a test consultant in Microsoft Dynamic 365 CRM team? Currently working as QAE 1 in Amazon. I am getting 50% hike there.
#Microsoft @Microsoft
Location: Bangalore

What’s a decent amount of stock options when joining a series B startup probs about 3-5 years from exit? Salary is £75k shares expected to sell for £3-4 a share

Anyone from Huron on the group? I see booming Oracle Cloud things on there, want to know more - Risk and Controls guy from PwC.

How much ZS offer to there consultants?

Hi,

If total CTC offered is 9LPA in TCS, what will be in hand salary ?

Which bonus should I expect for referring someone at LLP: the AFS or LLP bonus amount?

Best study guide for CFP?

Has anyone ever done it yourself or worked for a firm where a partner left before retirement age to start their own firm? Curious about how long others knew before it happened and any info on terms surrounding it.

Guys - What is L3 senior manager in tech consulting and how does it compare to Sr manager in other big 4? The job levels are confusing

What are your client follow-up/communication policies or practices? I’m hearing more and more that clients don’t like the long periods of time with little to no contact. From my perspective, since I bill for my time, unless I have an update or need something, I don’t initiate a call. Also, clients hold on to important info and don’t initiate a call cause they’re waiting for me to communicate with them.

What did you think was cool when you were young, but isn't cool now?

Anyone recently joined Optum in India? Did you receive welcome gift?

Hello - what is the EYP role for 5-6 YOE? coming from US and think it might be junior mgr but want to confirm. Thank you.

Happy and proud to be one of Donald Trump's people as well! Bless him, bless us all, and may God bless the United States!

Again posting since my last post did not got attention. Wanted to ask whether it's good to switch to big 4 India advisory role from a mid tier organization dealing in tech and ops. Additionally, they offered just very low percentage on current CTC saying that I am coming to a big brand.
Plus my current financial situation is stressful and I accepted the offer on certain conditions but now hr or the firm but saying we can't committ you. Any suggestions.

Guys, Anyone know the diff between S&P global, S&P global market intelligence and S&P global capital IQ.

Also, please tell me how it makes difference to a employee (developer)

Hello, can our friends and family from US visit us in summer? What are the new government guidelines?

How long do you think this M&A slowdown will last?

In DC for next week. What’s good around here? Gonna catch a Nats game and Skins practice. Hit up some museums and monuments. What about food or bars? Anything else not known?

Thoughts on SPHR vs SPHRi? I have PHR currently. Current company is growing internationally so I'm debating which route to go.

Someone willing to refer a Strategic Consultant, focusing on Financial Services, with almost 2 years' work experience? I'm 24 years old and the youngest student in my MBA's history.
I would like to work in a tech/Crypto company or in the investment field, ideally Venture Capital/ Private Equity. I am currently based in Italy but my brother is moving to Singapore for his wife and I would like to live close to him and build a future there. Help would be appreciated, thank you

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

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

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?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

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

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 graduated college 2 years ago and started working on RIA in FL as a Research Analyst. During this period I got my series 65 and brought to the company two clients (total assets of $3M). This being said, I am not very happy with my compensation. I know I am just starting my career, and that I need patience. I will like to get other people insight on how can I grow and earn more $$
Should I get a Masters in Finance?
Should I start looking for a job in a BD instead if RIA?

What are the best resources for studying investment banking exams: SIE, 63 and 79? I received sponsorship today and have no idea where to start. Thank you!

Best books you read this year that aren’t about sales, marketing or prospecting?

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?

Characteristics/actions of the worst manager you've worked with?

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?

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

Where do you all get your CE credits? I know that there are some lunches that I get invited to from wholesalers, but I don't have time to go to 27 fucking lunches.

And another one bites the dust

I'm ashamed to say this, but I spend most Sunday evenings with a drink thinking about the upcoming week. I sit on my front porch and 1 becomes 2, and so on, until Monday comes later than it should.

For retired employees, should I educate them about money management and then give my business cards out? Or should i just pitch my services to them?