Has anyone here (or anyone you know) pivoted from Wealth Management (CFP) into Tech/VC/PE? If so, what was your experience and do you have any recommendations?

In your experience, how helpful has a CFP been? Any CFP recommendations in the city?

Anyone use Kaplan for their CFP prep? What were your thoughts on it...

Compensation Q: I am a financial advisor, licensed, have my CFP, 6 yrs of experience. I’m on a team w $1B AUM and handle all of the financial planning and estate projections for clients with NW up to $300M (only CFP on the team) & am the primary relationship manager for ~50 clients ($100k-$4m AUM/client). I am wondering what would be considered competitive compensation for my responsibilities? We recently hired another FA and we are being equally compensated but I have much more responsibility..

I am an experienced, trustworthy, CFP®, actively looking to purchase a small to mid-size practice in the Chicagoland area. I am with LPL and part of a Hybrid RIA. I’m open to different acquisition options including partnership.

What’s your take on including an alphabet soup in your signature? Which of your designations do you intentionally exclude and why? ex PhD, JD, MBA, CPA, CFA, CAIA, PMP, PMI, CIMA, CFP, etc etc

Can anyone provide any insight on getting into IB, PE or Hedge Fund? I worked in wealth management for a decade and I’m finishing up my MBA with a concentration in Mergers & Acquisitions. Series 7, series 65 and CFP as well.

Interested in taking ChFC exam (due to timing, then will roll into CFP
What are your recommendations for material? Any course better than the other? I studied Kaplan for series 7, and it was ok, but I’m open to other programs as well.

Currently have my CFP and CRPC. Anyone done the MSFP and/or ChFC? Looking to dive deeper into estate planning and legacy planning and create a deeper competitive edge in my estate planning council network group. Any suggestions of the better route for this?

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?

Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

Best study guide for CFP?

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

Looking to expand my knowledge beyond basic portfolio and planning but really not into full commitment of cfp. My junior advisor will be getting it. That said, what is a good way to learn/designation

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

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.

Anyone in Louisiana looking for a partner? Looking for someone that’s interested in Fee-only, CFP(coming soon), passionate and vocal about fiduciary standard

Anyone in N Atlanta looking for a partner so you can eventually transition to Pre Retirement and Retirement? I am 25 years in business, CFP and 90pct fee based and looking to add the right fit.

For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...

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.

Anyone have a pdf ebook for CFP Prep material they would not mind sharing?

How do you deal with your kids not seeing you during busy season? I kiss their sleeping heads when I get home, and I watch them on my nanny cam. But they don’t see me, and that makes me sad

How easy is it to exit to the Sovereign wealth funds in the region (non locals) from ME consulting?

Hi folks
Accenture (as D365 consultant)- 8.10(fixed)+1.7(variable) lpa
Capgemini - 10.5 lpa fixed. And how's the appraisals and company culture in CG?
which one should prefer?
YOE- 2.2 years

Working as a Sr product analyst and project manager (functionally, not a PMP) for a digital health platform for two years. Also have experience as a BA for the same agency and a short stint with a blockchain healthcare start-up.

I seem to be having trouble even getting interviews for tech product roles. Are companies looking for people with more years experience? I also don't have hard CS skills other than SQL/R; is this an area should be focusing on?

If they legalize pot, I’m going to love seeing how experienced people are at future “happy hours” on the item.

What is the pay range for an Associate Engagement Manager role based out of Canada? Thank you

Hello everyone!
I am 25 years old. Worked as a Tax consultant in International tax for a year. Later shifted to VAT and worked there for another year. Now I am thinking to join M&A. While one side I am glad that I am trying something new and having a diverse experience but again I feel I am becoming Jack of all and Master of None. Any advice is appreciated

Which is better with respect to salary and standard of living from below 2 scenarios :
1. Canada onsite from current company
2. Job opportunity in Dubai.
Why I am asking because Infy Canada onsite salary is below average.

Please help.

Best way to negotiate? I typically say I’ll need time to think about it when given the verbal offer and if I plan on accepting, I send a followup email stating I’d like to work there but would like to see myself at xyz % more.

Is there a function key to add an IFERROR statement quickly on a formula the same way you can add an absolute constraint with F4??

How have you trained yourself to watch what you say 100% of the time when you are at work? I come from a very politically conservative background and am having trouble adjusting.

What is your annual salary as Oncology Nurse Navigator?

Does anyone know if Hologic offers RSU (restricted stock units) to engineers?

How do you deal with 401k in the US? Can you withdraw without penalty?

Does PwC reimburse the $500 fraud fee paid when applying for an L1 visa?

Why certain people love California so much? Please educate me. They love it so much that they're willing to pay that high tax and cost of living.

Where to go after SpaceX? Learning a lot here and collecting my stock as it comes but want to move somewhere with better WLB and TC at some point. Mechanical engineering degree, 3 YOE in structures and fluid systems. Not at all tied to aerospace (in fact I’d like to get out)

Hello fishes! I am currently interviewing for a Portfolio Associate role a PIMCO , down in their Newport office. I would like to get some feedback if any of you are familiar with this role, what are the exist opportunities that can come up down the road? I know it is not presented as a front office role but more of a support role to PMs. Appreciate anyone’s input on this. Thank you!

Has anyone got the PDF version of the PMBOK - sixth edition and would be willing to send it to me?

I am so beyond ready to leave my current job, but can’t yet, since bonuses are paid out in January. 😬

In the meantime, I’ve applied to a lot of similar roles (slightly higher) but have not heard - good or bad - from any. Is it common for companies to slow down hiring in December because of Q4 rush, people on holiday, etc.?

Hi everyone, I'm new to Canada and want to start my career here in the Financial and Banking industry. I have passed the CFA level 2 exam and was wondering if I have to complete the Canadian Securities Course (CSC) as most of the job postings here mention about it. I saw that if someone passes at least the CFA level 1 exam then the requirement of CSC is exempted. Can anyone enlighten me about this? As the CSC exam costs above 1000 CAD, I wanted to be sure if I need it before investing behind it.

Is anybody here a notary? And how much are you making from that? Is it a potential side-hustle?

How would you approach your manager if you get a job offer with a higher pay elsewhere for a somewhat similar role?

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?

I work in accounting/finance and have been at my company for over 10 years. I am planning to leave and put in my notice right after I receive my bonus which is right around when “busy season” starts. Unfortunately more than half of my annual income comes from my bonus. I feel terrible about this because it will cause my team to work extra hours during a busy time, but the company is toxic. Any tips? I don’t want to burn bridges with the non-toxic folks.

NYC - Avg Fund accoutant, avg senior fund accountant and avg assistant control just salaries?

What would be the best method to transition from a financial advisory role to a more financial analyst focused position? Is this type of move unheard of/too difficult to do?

Is it difficult to land with a job in finance at google for a Chartered Accountant with 7years of experience?

Hi y’all! I’m a financial educator and my job is to help families in need of financial education! I help anyone on learning how money works here in the US & how to get rid of debt! I offer financial products that help you protect and grow your money. I’d love to help you out in reaching your personal financial needs!
I’m also always looking for people to hire!

Anyone have any feedback on the work environment at citi Bank in Wilmington, DE?

Need your opinions. Wife is currently 14 weeks pregnant and I’m expecting a job offer in the next week or so. Do I sign and accept an offer and then tell them about needing to take paternity leave once I begin or do I discuss this before I accept? Not wanting to start off on the wrong foot but don’t want to risk any potential offer

I’m 2 years out of college and have been working at a bank as a corporate accountant. I’m thinking about making a transition from to IB/ more finance oriented role. Any advice?

Should I decline the offer and ask to be considered for a higher role that better fits my qualifications? The offer I had was with a great bank but I'm overqualified for that. Its been hard to find a job because I dont have prior experiences.

I'm looking to pivot from back office operations into Investment Banking. What can I do to better position myself to make the jump?