Hello everyone,
I’ve been working as a financial advisor for almost two years now. I’m trying to move away from the sales part of the finance industry. I’m wondering what other career paths would be beneficial to look in to.

When it comes to therapy do I look up a place online and make an appointment or do I need some sort of referral? Not sure if I need to see a therapist or physiatrist really.

Do we get company sponsored table chair expenses? How much?

What's your favorite electronic health record? We have Cerner and while I like it- I've heard better things about other EMRs.

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?

Need 11 likes to unlock DM

Thanks 🙏

Does anyone use Interactive Student Notebooks (ISN) in their math class. I've used them in the past and doing it again this year. How's it going with students following instructions and assembling their notebook handouts?

Who has most influence in hiring decision? What order would you put from most to least influence in decision. Hiring manager, team, hiring manager’s boss.

Hey street photographers, what are your thoughts of people being identifiable in shots?

Do I work at a toxic workplace?

We had a team touchbase where we as a group were asked our concerns regarding year end. I raised my concerns about staffing/expectations (the team is 75% new) since last year was demanding with us being up to 1 AM the day before deadline.

My director was on the call but not my VP. My VP reached out today and said he doesn’t appreciate hearing such comments on the grapevine but I was confused b/c all i did was answer the question I was asked.

Is it appropriate to give your PL a gift (MD)? It was a promotion year to SM…

Please share your experience if you have experience working in an Agile marketing structure! Stand ups, scrums and two week sprints to create, test, learn and iterate. Are all advertising/ marketing companies headed this way eventually?

How is Ambit Asset Finance project from learning perspective? Asking since everything is internal. Internal frameworks and stuff. And since it's a huge project, people just get to work on chunks of it. How is it if you move out of FIS after working in this project?

Hey there - I recently moved from the States. Former PwC, currently in HF space. Would love to meet for coffee or drinks if anyone’s interested

Newbie here. Don’t be shy to say Hi.

From where do we get Form 26AS?

Anyone else have a formatting pet peeve and get annoyed when people don’t have a blank first column and row in tabs? I.e headers/data in cell A1

My first manager told me this, and I’ve followed it to a T since.

My date won’t share his playlist with me (I can listen to it but he won’t share it). Just curious, is playlist a big deal to guys? We are both at early 20s and only dated for a week

Hi! I have an interview for the role of financial consultant/financial planning and analysis @ computershare.. please share words of advise for me please... This is the highest role I have ever interview for.. I am currently a credit analyst! Any tips help. Thank you in advance.

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?

I accepted a FADP offer but I have lifelong crippling anxiety It leads to (TMI) diarrhea, I can’t sleep at night, among a lot of other issues. I see a therapist and have their support in school accom. I appear high functioning and ever since uni went remote my life and performance has only improved. I know I’m capable of getting the work done and they must see potential if they hired me. But I feel that if I ask for WFH or other accom. I’m gonna be shooting myself and my career in the foot.

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?

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?

Does anyone have an idea or range of salaries for PIMCO? As either an Associate or Senior Associate? i’m looking to transition back to CA from Dallas. I’m currently at goldman.

I am an Indian CPA and pursuing my level 2 Cfa. I have worked with family office and Swf and have relocated to Vancouver. Any tips on where to begin my job search

I was offered a high net worth client associate position with fidelity. I have never worked in a call center environment.
Can anyone that has worked in that position tell me what its like and what to expect? Is it more like an administrative position and boring or do you really get to help clients? All feedback is appreciated!

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

Has anyone recently done a HR interview at UBS?
I’ve completed the first interview with the hiring manager and a colleague, and have been fortunate to get to the next stage but im unsure how to prepare. I’ve done the usual compentencies, strengths and weaknesses and company research. But I don’t want to fail at the last hurdle as I really like this company and it would be a dream to work there any support or guidance would be greatly appreciated.

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.

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.

Does anyone here work at Ameriprise financial? If so, would you recommend it? What is the work life balance like? I have an interview for a Advisory trading specialist role. Thanks!

Hi everyone - I have experience in Investment banking domain and I am looking for a new role in Canada and would appreciate your support. I have experience in M&A, DCF, Buy side , sell side, Financial modelling, compliance, due diligence, Thank you in advance for any connections, advice, or opportunities you can offer.

Trying to get an investment job in Toronto as a new immigrant. I have 4 yoe in consulting, investor searching and financial service (risk). Currently working at call center to get local experience (bilingual), opportunities for internal transfer, while preparing for CFA 3 Feb 2023. Any ideas what to prepare in extra?

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?

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.?

I’m looking to get into the banking world. I have 3 yoe in FinTech as an analyst and a manager. I’m interested in becoming an analyst at JP Morgan or Raymond James. Can anyone share what the WLB would be as an analyst? Or any suggestions on other companies I’m not thinking of? Located in Tampa, FL.