Hey any new finance professionals on here? I’m a senior and interested in wealth management/potentially become a CFP. I want to be an advisor but I’m realizing how competitive it is and don’t really want to work on commission at a broker/dealer. What places would you apply? (Chicagoland)

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.

Best study guide for CFP?

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

Average salary for a Senior Associate who’s in the process of getting their 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?

Best study guide for CFP?

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

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

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!!

Any recommendations on prep courses for CFP exam? Taking the exam in March

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

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

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

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?

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

Anyone have CFP Prep books they don’t not need anymore?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

Hello Sharks,
Will global logic provide food and cab?

What value do brand strategy consultancies like Siegel+Gale, Landor, Interbrand, etc bring to the table? Doesn't what ultimately get implemented by ad agencies primarily influence the brand strategy?

What jobs are currently paying 85k?

What is a good salary range for a Principal UX Designer with 15+ years of experience working in either Finance, Tech or Media industry in NYC?

Lately I’ve been seriously considering making the transition to product marketing. Current PMMs please weigh in — on average, how many hours do you actively work in a day?

Promoted to SSE with 25% hike and VP as 9% . I had received ACE award in Q3 . I have also maintained utilization report 100% still I got less VP. Can I ask manager to revisit the component

How is hexaware account management role?

I recently joined Grindr……. 😵‍💫

Really confused as to whether to incorporate my NY- based makeup startup as an LLC or an S-corp? Not based in NYC if that matters and no revenue yet. Should I be looking into Delaware at all (specifically a Delaware C-Corp) if I do plan on raising capital at some point down the line? Also - for any FDA lawyers out there, what is the problem with developing makeup (specifically foundations) with SPF? I've heard it's "heavily regulated." What do I need to be aware of? Thanks in advance !!

At what point do you begin to feel numb (if ever) when you’re done trial and prepping for another trial in a span of 3 months, while mains full caseload of other active litigation cases? Should I be worried that I’m going from engaged and stress to numb and slightly indifferent? Or is this what it feels like to power through? I can’t gauge it anymore? And can’t impose judgment one way or another either.

Hi, My current CTC in Accenture is 14.5LPA and Total years of experience is 9yrs. Thinking about job change. How much CTC I should ask for the next company for 9yrs of experience.

Is anyone part of Toigo? How helpful is/was it in your career search?

Four words - Invest. In. Amazon. Stock.

110% Return on investment ( 1 year) and still projected to keep growing...

Laughable that banks and traditional 401k give you less than 5

My partner has largely been an at-home parent for the past 5 years. She started as a HS English teacher this past September but is already looking to pivot (overworked, unpaid, safety issues, etc). She would ideally like something remote to go along with her background in writing and editing. Any tips or potential leads?

Parental leave: do you have to be at a company or firm for a year before being eligible to take parental leave? Are there any companies/firms that don't have this requirement?

Anyone here work at UF Shands in Florida? I’m interested in working there long term, but how easy is it to get in? How easy is it to transfer departments (such as from auditing to compliance)? Are the health benefits any good?

I think it’d be helpful if those of us who have exited into Bay Area tech start a comp thread so others can benchmark.

2 yrs post-MBA
BizOps manager
175 base + 225 RSUs (publicly traded, 4 yr vest)

Friends - top watch for ~$5k? Looking for a dress watch that works for many scenarios

Im interested in applying for the Barclays technology analyst summer internship role. However, the fear of being rejected is impeding me to actually go for it. I would really appreciate if someone from a similar role can have a look at my resume. It would be great if you could provide me with a referral too. Completely understand if that’s not in the scope :) any means of help is appreciated!

Technically, I'm not a college student anymore because I just graduated in December. I am having trouble finding jobs within my field (Communications with little experience in marketing). I've gotten plenty of interviews, but none of them have made it past the first formal interview (phone screening then interview). Any advice?

Is anyone willing to look over my resume to let me know if I’m qualified enough to be a consultant at Deloitte? TIA

Just got offered a position at PrimeSource Building Products. I will have to relocate if I take the job. Does anybody have any advice for relocating or PrimeSource?

Is it true that comp changes at some top consulting firms depending on how well your bschool is ranked?

Has anyone gotten the job because you sent a reconsideration email after being rejected?

How difficult/easy was it for you to land your first job after receiving your Bachelors? What do you wish you did differently? What is something you are glad you did?

I want some advice, i’ve taken interest at BNSF Railway. I was wondering if y’all have any advice for me as i’m applying for an accounting/finance internship with them for the summer of next year. :(

My major is international business minor in supply chain and project management I’m looking for a internship in Missouri for this summe.

Majority of LinkedIn posts I have seen from incoming MBA class at HBS and the likes have been people with 5-10 years experience for class of 2023. Why is that so this year and what happened to the 2-3 years category?

Does anyone have any experience with northwestern mutual ? I just got a offer for a internship there.

Hi everyone! I have an interview with Morgan Stanley next week in their private WM division. Any advice? Anything I should know going in?

I been trying to get into the cloud administrator side of tech for about a year. I have two Azure certifications (Azure fundamental and Azure Administrator) but I haven’t had any luck with entry level positions. Every position is requiring a year or more of experience. Does anyone have any advice on what I can do to increase my chances for a position?