Hello all,

I’m currently a compliance consultant to various financial services firms. Although I’m very grateful for my job and have not been doing it long, compliance isn’t necessarily my passion. I just passed my Series 7 and would like to work in Wealth Management. Any suggestions for programs/roles? I’ve seen UBS has wealth management associate programs which seems like it would be a perfect fit. Any other programs, firms, or roles like this? I’m from the Princeton, NJ area.

Where are the most opportunities in LS Consulting? I’m looking at moving to NYC but wondering if Boston or SF is a better play. Ideally prefer to be in an in-person/hybrid role.

Hi fishes,

Does the January promotions happen for some levels (eg. below consultant will receive it) or it depends on the partner to choose who will get promotions??

Are interview case studies difficult? Is it done live or is it take-home? What should I expect in terms of content/questions, duration, difficulty?

Salary for a CA fresher in TIAA India as an internal control analyst

Hi folks.

I wanted to know if HashedIn provides permanent WFH. Atleast for senior employees.

During my HR discussion, HR told me that senior employees like you (SE III) don't have to come to office.

I want to know if it's true or not.

Also please let me know what is the notice period in HashedIn.

Anyone know where I can rent a small boat for 2-4 hours relatively cheap? TIA

I have been in client facing wealth management as an advisor for 10 years. I haven’t built a book of business because I’ve worked for mostly discount brokers (Merrill edge, TDA, Etrade). I want to know how to transition to a non client facing role in wealth management or another financial role. I am series 7 and series 66 licensed. Any thoughts?

There is this big bank where I'd love to work at, and after several interviews for various positions they end up promoting someone from within, even thou I understand it and think it’s good they promote their people, it left me feeling like I'm just being used to comply with the process.

Any advise on role, security, growth for 12+ yrs experience in SAP ABAP in LTI. Which band and how much CTC ( fixed and variable ) can I expect for the same ?
Current CTC : 20 (F) + 2(V)

How is HSBC Client in terms of WLB and work culture

Whats the appraisal cycle period at lti and is there any mid year hike happening in 2022.

Also when do we get the bonus amount? And is it in whole or bifurcation happens ?

We have a opening for someone 7-8 years of experience in finance reporting domain JPMorgan Chase . Person should be good in advanced excel powerpoint. Alteryx or tableau exp would be added advantage. Dm if you / any your acquaintance is interested

If you receive an RFE on the I485 while it has been pending for 180 days, does your new company attorney respond to the RFE? Assuming you switched companies after it has been pending for 180 days. Anyone experienced anything similar?

I keep getting recruiters asking to apply for new roles, which is what I thought I wanted because I’m not growing at my agency. But I’m so fatigued I don’t even know if I want to stay in advertising. Have y’all left or took a break to do something different? What did you do?

Any Boston AE/SAE jobs available?

Do you keep interviewing after offer signed and background check cleared?

Hello! I’ve been in Compliance now Dow approx 6 years and want to make myself marketable. Besides a JD what other masters can I obtain?

Any advice on transitioning from a Wealth Management Role to something more analytical? Preferably private equity or investment analysis/due diligence. Have about 4 YOE, located in Boston

Does anyone know the salary of a beginner para planner at Ameriprise or any other broker-dealer?

Happy Halloween! Who says Financial Professionals are not creative? Share what you dressed up as for work today?

Need career advice. Trying to break into a finance role, preferably an Analsyt role but I have no transferable experience. I worked as a mortgage loan officer (which is sales) for 2 years after college, but since mortgage is such a niche industry, no hard skills transfer and have no relevant undergrad internships unfortunately. I know I can essentially get any sales job I want in finance IE: financial advisor etc. but don’t want to be stuck in sales forever. Any advice?

Currently have Series 24, 7, 63,65

Currently work in a very unique Wealth Management ops role.

Getting paid 85k base with 40k in bonus plus about 35k~ in OT.

Money isn’t everything but in my late 20s it feels like the only thing important right now.

WLB is next to zero as 60hr weeks are the minimum as of late. Management feels like they are trying to push a few of us out. Was told not to expect much come year end for comp. Any suggestions on finding a new role/pay expectations?

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!

Does anyone work for UBS? What corporate title would a "manager" be? AVP or VP? Or AD?

Hi there, I am in process of interviewing with the Goldman Sachs India, for a VP Positions. Any idea about the annual salaries for such positions? It is a global position in Investment domain.

Whats’s the ideal CV length for UK mid-level roles (4-5 YoE) to engage recruiters?

Is 1 page containing punchy & concise XYZ points preferred in the UK over 2 pages inc. a bit more details of projects/ tasks?

If i haven’t signed anything with my firm regarding repaying them for receiving my series 7 license with them I’m assuming i owe nothing if i leave? Is there a way to find out without my manager knowing I’m looking at other firms?

Anyone here with experience as a Product Manager? I’ve close to decade of consumer lending experience including Sales/Advisory, Supervisor and Underwriting. I have have been looking to pivot into a more impactful role this year. I am due for an interview for a Product Manager next week. The company ticks all my boxes but the job description a bit vague. I will be grateful if anybody willing to share what the day role looks like and what I need to look out for in an interview. Thanks. Cheers.

Is IB worth the sacrifice of WLB? Obvious pay is really good but are the prestige and pay worth it if you’re planning on only doing it for a couple years?

Currently working at an IRA with great WLB. Honestly I love my job, the firm, and people I work with.

Also doing MBA part time at a T15 school. Thinking about switching to IB but I’ve done my research and I think I would burn out of IB in two years but I might be ok with that for the opportunities after.

Is anyone hearing chatter in banks/FIs about recessionary job cuts or hiring freezes yet?

Any insight into potential salary range for a Wealth Brokerage Trader at Truist located in Charlotte NC?

Does anyone work at at Merrill Lynch as a Life services relationship consultant? Any info on the pay?