Has anyone done the UBS Wealth Planning Associate Program? What’s it like/the compensation etc.?

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

Related Posts

Any idea what compensation would look like for an experienced professional (5 years med device product development) at a boutique firm like clearview?
Undergrad and masters in engineers from Ivy, not sure if that makes a difference

like

I was asked in pwc sdc interview to come to bangalore location once i get selected. Can i still request for wfh?

Hi there does anyone know what is the salary estimate for Sr Network Engineer in J.Jill ?

Post Photo
like

Does anyone work in deloittes life science business unit? I am interviewing but haven’t heard much about the interview process. I was just scheduled for a 30 minute phone call with the principal. I am looking for any tips or suggestions to prepare.

like
like

Heard that partners at MBB that focus on public /social sectors (higher education institutions, government, non-profit orgs) get lower salaries than peers. Is that true and by how much?

likehelpful

What would be possible starting salary in KPMG Toronto Hamilton office if you are joining as a 2nd year staff accountant or 1st year senior, working towards CPA. Also, is CPA required at senior level or manager level?

What is good altimetrik pune or citi pune?
In altimetrik they giving me Western Union project.. any idea about it

like

Any thoughts on the Dedham group, IQVIA, putnam and clearview? Which of them have strong strategy roles, areas of expertise (eg. market access, launch excellence), etc

like

Hello,
I work in SAP Data Migration space.
Can anyone explain the difference between PWC SDC, PWC AC and PWC India?

I am trying to get into PWC. here are a few things I have heard so far. Is this fairly accurate?

1. PwC AC is offshore counterpart of PwC US. Good salary. No travel opportunities. Average yearly hike ~10% Mostly technical work.
2 PwC India is a pure consulting firm. Salary better than PwC AC. client facing work. Can grow as a management consultant. Great Travel opportunities.

like

I have got a offer of 22 lpa fixed from IBM in ban 07B.yoe 10 years.current ctc ~ 10.5 lpa.

like

Any thoughts on Intuit ? Work culture as well as compensation and growth

like

Hi I got salary annexure from Optum HR and the joining date was mentioned as March 30.

HR said offer letter will be released once back ground check is completed.

How many days it will take for the offer letter to get released?
Optum

What the F do ACDs in NY make? 3rd time I’ve spoken to a recruiter, gave my range (approx $155k) and heard “Gosh that’s high.” I’m a 10+ year NYC professional approaching 40...you gonna pay me 80k?

Is Mindtree taking more time than usual to release offer letter after marge has happened?

Any EA’s at KPMG? I have a phone screen Monday morning and I’m curious about culture in their Boston office!

Will I get bonus and increment, If i will join in October? Thanks 🙂

LOB - CIB

like
like

More Posts

I’m so stressed out I just randomly burst into tears…that’s not normal even for this profession, is it?

likeupliftingsmart

Hi I got salary annexure from Optum HR and the joining date was mentioned as March 30.

HR said offer letter will be released once back ground check is completed.

How many days it will take for the offer letter to get released?
Optum

What the F do ACDs in NY make? 3rd time I’ve spoken to a recruiter, gave my range (approx $155k) and heard “Gosh that’s high.” I’m a 10+ year NYC professional approaching 40...you gonna pay me 80k?

MBB folks on H1-B who recently switched to FAANG - did you run into any issues with visa transfer? My transfer has been filed and I’m a bit nervous about USCIS’ perception of consultants and the current sentiment around H1-B visas.

like

What do you do if you receive an IOI that is insultingly low? I feel like a lot of problems would be solved by putting a price on the company rather than go through the bid process.

Has anyone here lived in West 54th apartments or Mercedes house and can comment on buildings or location?

like

Hi any advice for someone who has 1 1/2 year experience in industry and wanting to switch from market access to medical affairs. I'm open to any job opportunities in small or midsize pharma or guidance I have a vaccines and neuroscience background

like

Hi fishies

Please help me get 11 likes to enables Dm.

Thanks

like

Is Mindtree taking more time than usual to release offer letter after marge has happened?

Any EA’s at KPMG? I have a phone screen Monday morning and I’m curious about culture in their Boston office!

Hi all! Has anyone had any luck finding a new job during this pandemic? I'm afraid I am about to be officially let go (was furloughed) and would like to start sending out my resume. Does anyone know of agencies that are currently hiring EAs/admins?

like

Top EA horror stories? I could use a laugh - I know we all have one! Early in my career especially

likefunny

So anyone Opting In??

like

Thoughts on CVS Health?

like

3/2 - (specific symbols)

likehelpful

Will I get bonus and increment, If i will join in October? Thanks 🙂

LOB - CIB

like

JPMorgan Chase Hi,
Does my manager know which location I logged in from…on the monthly reports? Please advise.JPMorgan Chase

like

Does oracle has a office at Kolkata ? My current location is banglore , can I change my base location to Kolkata ?

If yes , what's the process ?

like

For my bisexual folks out there, do you ever give the opposite sex a try.? Then you’re like uhhh nah. I was on date number two he’s a great guy. I just couldn’t get into it sexually. Then I started looking at women again :) 🤷‍♀️ it happens right … feel like I’m going to be single forever

likehelpful

Is it a good idea to accept LinkedIn invites from people you don't know or don't send any type of note along with their invite? I'm all for networking, but shouldn't a stranger send a note saying why they want to connect with you? (i.e. we work in the same industry and thought it might be good to connect?)

like

Additional Posts in Financial Advisors

Clients I found = 99% retention, assumed/ adopted clients = 75%. True?

like

Should people be fired for lack of people skills?

like

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

like

Anyone discussing protective put options strategies with retail clients?

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

likefunny

Anyone in the Houston area?

like

Who has the most exciting plans for the weekend?

like

My firm is currently hiring to our financial planning team. We are a rapidly growing firm! Our department has a career path to both the advisor side and corporate planning roles.If you are interested or know anyone who is, please reach out to me! We offer a flex schedule so you must be near one of the geographies!

Locations:
- Torrance
- West Los Angeles/Westlake
- Vancouver, WA
- Portland
- Seattle
- Boston
- Austin
- Irvine
- Dallas
- Houston
- Philadelphia

like

thoughts on wearing designer to the office? Ex. Shoes, Shirts, Purses/Briefcase/Messenger Bag

like

Is it okay to ask clients to be a reference?

like

For those women with children or who are currently pregnant, when did you tell the partner you work with/HR that you were pregnant?

like

What is the most uncomfortable thing you've ever done in your career that, looking back, you're extremely glad you took the leap and did?

like

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

like

For those of you who have had to increase soft skills as a means to grow and expand client relationships, how did you go about this?

like

What time do you get up in the morning?

like

Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

like

New client looking to switch from Simple to Safe Harbor 401k (needs safe harbor because owner makes 5x what employees make(dentist office )Does anyone know if there is a custodian who offers this?

What do you do when your client doesn't understand OR appreciate your work?

like

How do you guys deal with portfolio drift? My personal portfolio has drifted due to great performance. Now my dilemma although good is do I reduce it. The problem is this investment drifted from 20% target to 25% but I still think it’s undervalued.

like

Haha Merrill just reduced the pc payout grid by 3% for advisor below $2m in production

like

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