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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?

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There was discussion before about how to deal with company drinks. Just say it out loud. “I’m an alcoholic.” I would be more proud of that than the cowardice I deal with daily to even stop.

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Hi Fishes, Great to connect here. I cleared my R1 for PepsiCo for L4 level. The HR told me I would have to attend 2 more rounds and they would get scheduled based on the panel's availability. Can anyone please help me with what kind of rounds they are going to be? Any insights would really help me in my preparation.

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Additional Posts in Healthcare Administrators/Healthcare Leadership

I’ve been working for this company for 4 years. The raises I got were a few cents on the dollar per year. Over the years I have coworkers put their letter of resignation, and they get offered huge advances to stay. I was looking to do the same but very nervous. Does anyone have any suggestions?

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What are some good questions to ask when calling references for a potential new hire? This specific job is in ultrasound. Thanks!

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Who has the best paying dental assistant salary in Baltimore

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In need of some advice… feeling very discouraged. I’m no. 2 in charge and my function and salary is that of a VP (I work for a brick and mortar ASC/physician practice, as well as a telemedicine company). However, we are a small org and don’t use titles like that. I’m trying to move forward and expand into larger healthcare organizations, however I feel I’m being rejected before my resume is even reviewed because of my job title. Any recommendations? Not willing to take a step back

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How do you approach your bosses and say you’re burnt? I’m having a hard time dealing with the work load, keeping track of every little detail of my job. Being in an Administrator role, a lot is on your plate. A lot is expected of you. People rely on me! I’m soooo drained.

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Sydney, Australia Hiring team!? Please let me know.

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What are the best healthcare companies to try to get in at? I live in Atlanta but I’m also open to remote. I have a health science degree and currently work at a smaller healthcare company on the corporate side in the revenue cycle. I’m open to any options I am just looking to get out of the company I’m at now because there isn’t much room for growth. Thanks in advance for any advice!

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I’m a Canadian pharmacist in upper management looking to transition to the US - there aren’t many opportunities for further career progression here due to the relatively smaller size of the market. I have my TN visa, but can’t seem to get any bites or callbacks on my applications. Does anyone have any advice?

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