I am a wealth advisor (5+ years) but my career has primarily focused on Leadership Development/CRM Management in one of the largest telecommunications companies nationally. Truly enjoy developing teams and 1:1. Looking to progress to to financial leadership, preferably Sales Director or CRM Director.
Are there any other leadership positions that would transition well with my experience? Happy to hold a private conversation. Thank you!

like
Posting as :
works at
You are currently posting as works at

Related Posts

How many years of experience did you have before you went client-side?

like

What is the pay range for a coordinator position and should you push for more if it’s a possible stepping stone to your dream career

like

A colleague told me today that Google separates Product Manager and Product Owner as two separate roles. I believe that one PM role is preferred in the industry and most modern software companies, especially FAANG companies, only have PMs. Just curious what others have experienced and if I'm correct in my assumption.

like

Did it happen with someone in the last quarter that although you got nominated by L1 for band progression but the promotion did not happen?

like

Any recommendations how to best prepare for CGFM exams? What resources did you use?

like

In a Big4 deal Analytics group that’s not premier with no path to partner... should I try to move to MBB/T2 to gain traditional consulting experience or try for tech/FAANG... I just wanna make money

likefunny

Hi All, What's your view about SAP SDC work culture and benefits. I have another offer from Airbus. Which one will be good for career.

like

Which company is good to join
Evolent health: 15+1JB , hybrid after December
Orion Innovation : 15 , pwfh
Skill: donnet, azure , angular fullstack
Yoe : 4
Really confused to choose one.
Please suggest in terms of wlb and
career growth

like

Looking for thoughts.

I have 13 years of experience as a Business Analyst at various capacities (Regulatory, Data Verticals) in Banking with Bachelors degree in Accounting & Semi Qualified management accountant

Currently pursuing PGP in Data Science and in verge of completion.

Alongside I have got certifications in Cloud & Visualization tools.

Now I want to move completely to the Analytics/ML side. Will the companies consider my BA experience in Data & Regulatory experiences?

like

Hello everyone, has anyone here made a transition from Graphic Design to UX Design in the recent years? If yes, can you please share the journey?

So i have been fortunate that i have managed to go through my career without the need for a degree. I was lucky enough to have been hired by one of the worlds top consulting firms, worked with a whole lot of big clients and travelled a lot. It's gotten to the point where I am not even asked about the lack of a degree on my resume. Personally though, it bothers me. I have a whole bunch of certifications in my industry…but just no formal degree. (cont'd)

like

Anyone else here looking to make a switch into healthcare (physician, nurse, etc)?

like

The majority of my career has been in healthcare tech with some retail experience. Looking to break into event management/coordinating (I believe this is the correct job title) space in either the entertainment, fashion & retail or cosmetic industry. Any insights or advice is appreciated!

like

Hi! I was approached by Databricks to join as a CSE, did the interview process and got and offer. I'm currently a Senior Data Scientist at IBM, going for manager soon. I was curious if others did a similar switch and if they were happy with their decision.

I have a burning question. I have been teaching for over 18 years, which nags me.

Suppose you agree that the provided professional development offered through our districts is ineffective. Why not invest in your professional development by seeking a coach or mentor or even pay for professional resources that would help? To put it plainly, why don't we educators invest in our professional development?

like

Does any fish have experience prepping and taking the CAMS exam? I would appreciate any advice on study materials, exam preparation tips, and information about the exam.

Assuming that I'm okay with a salary of 70K and more, and that I really don't want to work at a law firm. Is it going to be difficult for me to return to law with two years of experience and one year working in a legal adjacent role.

like

Industry offer- 130k remote or possibly DC area, Avg brand name, 40 hours of work max, okayish type of work.

Consulting offer- Sr Consultant Level, salary probably around 110k, Could stay in my current city, typical consulting hours-50-60 hours?, Maybe more exciting analytics work.

Which one would be a better option and why?

like

I am an IT architect with 10 years of experience specifically in Salesforce products. I am thinking of moving from a strategy consulting role to an architecture role in Salesforce (company) itself. I have experience building tech strategies and also technical project delivery.

Wondering if it makes sense to apply for an Enterprise Architect (pre-sales) or a Senior Technical Architect role??

Also in terms of seniority and salary are these roles any different?

like

Can anyone explain the grades in HSBC ?
What is GCB-5?

More Posts

What benefits are included in EYs frequent traveler program? How many miles or stays are required?

like

Hi guys, i need referral for business strategy position in Microsoft. Microsoft . Please comment if you can provide me with referral. My DM is not enabled.

like

Any feedback on Paybooks- payroll services provider?

like

Anyone working on worldbank projects on tech sap

So really the only exercise I can tolerate is boxing, and those exercises around it. Any thoughts on replicating what I can find at my local boxing gym while on the road?

If you guys haven't tried online speed dating thefun.singles/chicago it's a blast. If you hate apps but also don't want to be out casual dating because of Covid, this is a lot of fun. Only wish I connected with more people in Chicago. A few were suburbs & other cities.

like

1 week sober! Over the last 12 years (I’m early 30s) I’ve reached this point just a handful of times. Alcohol is deeply intertwined into my social life much like everyone’s is I imagine. Feeling clear minded and energized. Want to stay clean for my own mental and physical health and for the benefit of my wife and children. Just starting this journey so thank you in advance to this community as I’m ready to learn from you all and be a part. Let’s go!

likeuplifting

Which company is good for new moms and WFH ?
Also which companies are having come back programs for new moms?

like

Apparently they're taking waitlists for Swatches now, what a time to be alive.

Moonswatch line at Dusseldorf:

Post Photo
likefunny

Hi. I was made redundant from Zendesk in August and looking for my next role. Im looking for a Senior Recruiter or Lead Recruiter role in Dublin Ireland. The market seems difficult for inhouse roles. Anyone looking for someone with my skillset?

like

Hi Fishes,

I am looking for a referral in
Pepsico

Can anyone pls help me with the same.

Thanks in advance

Are y’all waiting to do a mega backdoor Roth to see what they do about build back better this year or just moving forward with it?

like

I have strong feelings for my friend who also happens to be my superior at work. We also flirt with each other sometimes. I don’t know what to do.

like

Any trans folks in nyc? maybe start a new meetup group?

like

What’s the deal with RFPs? I’ve spent countless [non-billable] hours on several of them only to find out that I’m not included in the actual proposal (the document sent to the client showcasing the proposed case team). Is this normal?

like

Ultimate simp move 😂😂

Post Photo
funnylike

How do you measure success after implemening an RPA solution? I'm looking for questions or any measurements methods to see how it works as a part of change management program. Like if you save 2 hours everyday how do you use it now? I can't ask it directly as people hesitant to say robots are doing their jobs (it's part of back office transmission projects) TIA :)

like

Hey guys, recently got offer from Airbus , they mentioned about onsite training and cost involved in case I plan to leave the org any time soon. Could someone please throw some light on this 😊

likefunny

You may think he has nothing to do all day. But really he works hard to be adorable.

Post Photo
likeuplifting

Looking for an accountant to help with self assessment as well as consultation on billing etc. Any tips is greatly appreciated. Thank you.

like

Additional Posts in Finance Exit Opportunities

Anyone here know/work at Facebook? Recently applied to a program there and would love to connect and chat further

like

What is the FIT team at Kroll? Can someone shed some light

I’ve been in non-profit finance for over 6 years, now looking to go into compliance. I’ll appreciate any advice I can get.

like

What are the best and highest paying exit opportunities for someone who worked in deals advisory at PwC for 3 years and is also a chartered accountant (this is the person’s first job, so no prior experience before this)

Anyone in here in Baton Rouge Louisiana? 

like

should we include a line for interests/ hobbies on our resume??

like

If anyone needs a cfa tutor I tutor on Wyzant. Dm me.

like

Is it really unrealistic to expect a raise in this current economic climate? Review period is coming up in July, and I don’t want to shoot myself in the foot by not asking for a raise.

like

Current a commercial banking II analyst at truist, $95k total comp. Looking at switching into tech sales, got an interview for an account executive position in fintech. Anyone know comps for Florida or recommend the move? Heard WLB and perks are great.

like

Anyone knows of openings or hiring in Operations space for HF/AM/IB/FA or Family offices? Would like to move to FL, NC or TX.
Have 20 yrs experience with Consulting and Operations

like

GP Stakes and PE secondaries: how good is the medium/long term outlook for the market and would a niche specialty in these areas be very limiting for my career?

like

Looking to leave my auditing position with only 3 months of experience... I'm in a relatively small firm, and my manager's micromanaging is insane... Want to go into advisory, any advice is welcome.

I’ve been in banking for 10 years, 9 of that as a branch manager. I want to transition out of banking, not sure where to start. Any advice?

like

When you’re looking to make an internal transfer, what forms of of networking work best?

like

What would be considered great operating exit ops at startups coming from VC?

like

Have you ever walked out of a job with no notice?

Hey guys. I used to do IB but I just left. I just recently started this new role at a tech company a few weeks ago and I got a message on LinkedIn about another opportunity that I think is a million times better. I spoke to the recruiter a few days ago and she knows I left IB but I didn’t tell her I started a new role. She asked if I have offers on the table and I said I have one offer but never mentioned my new role. What should I do?

like

Anyone in a Florida PE shop want me to take them to lunch and the strip club and maybe play some Xbox afterwards? It’s kind of a date but not really. plz hire me

likefunny

Best websites to find new jobs. LinkedIn isn’t working for me at all. Looking to relocate to Tampa

like

I came from a consulting background in tax credits and incentives. I went into finance to pass the time on my non compete clause from my previous firm, but now I have an interview at EY and I’m not sure if I want to give up the work life balance. Any advice?

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal