I am in the Wealth management space. I currently have a good job with a client book and am paid well. My concern is that the client book is not technically mine (think of us as advising other firms clients) so if that firm leaves I can lose a lot of my book quickly since the underlying clients would go as well. Our firms growth has also slowed but I do have an opportunity to earn equity (value anywhere from $500k-$1.5M). I have been recruited by a firm that has older Advisors that have

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

Are you a Financial Advisor or?

“…older Advisors that have…” That have what? What’s your question?

BTW, you should be clear in your head about something. You don’t have a client book. Your service one, but it’s not yours. And I assume that you are in a service role—that you can’t have a client book because you’re not in an adviser position. Correct?

You can’t have rewards without risk in this biz. I think it’s a good opportunity for you if you feel a connection with the folks. You’ll want to button down as much as you can. Most importantly is who owns the new business you bring in. If it’s theirs, I’d push back.

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I am a Chartered accountant and truth be told given the current times CA is a really low incentive education any potent person can get. Today I see engineers barely with a few years of experience earning lakhs per month. Whereas me despite being in the right place at the right time is working hard 10-11 hours each day even today. We as a forebearers of this profession must really rise together

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I am an Audit S1 that wants to work in a B4 Forensics practice. Would it be best for me to accept an offer in Forensics at a much smaller firm (local, 150ish total employees) to gain experience and then try to move to B4 Forensics? Or should I stay in Audit and wait for B4 Forensics positions to open up? Please let me know your thoughts!

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Salary - What is the salary of Operations Managers in Hyderabad

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Chubb anybody at Chubb knows the range of salary? Being in grade 24 means what range?
Thanks in advance

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So for those of you who are in learning and development: what are trainers making now days? Interested to know salary & years experience! TIA

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I am a technical person having 5.4 years experience as a software developer.
I want to transition my career from technical to project management line.
Any tips regarding the same.
Can i directly apply for PMO positions?

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Hello fishes,
Do anyone have any PMO opening? I'm looking for job change.
Also one can guide on how to find job opportunities.
Thank you

EXPERIENCE - 5 YEARS
CCTC - 6LPA

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Hello everyone, i need a suggestion,
currently i am working as AWS Data
Engineer in kpmg.
I love working in AWS but i am
lagging behind in codes.
I don't like to code n don't want to.
Is there any position which you would
suggest I should take up? Which one
will be helpful.
Other than coding i am ok with
everything in AWS.
Thanks

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Hi fishes! To those of you who moved from UK (or elsewhere) to Dubai for work - is it the standard norm to get an expat package when you move to Dubai? Just trying to understand how it works. Thanks!!

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Got an offer for 180k + 40k bonus for a SC role in Dubai at a T2/T3 shop. Is this competitive?

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Yearly hike at optum??

Hi guys, I have my offer form PWC Consulting in Dubai and will be relocating from Canada. I am thinking of joining strategy& as it aligns more with my passion and background (Masters in Eng). CTD

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I have 9 years of overall experience and past 2 years with Oracle, I am in SAAS based apps, Recently I got 5 rating in the appraisal and Manager asked what is the number you are expecting ?
Any idea what to quote either percentage / LPA ?

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Hi Fishes,

Is it ok to Join VOIS with 23 LPA having 6.2 years in SAP Functional? Manager position.

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I heard People in Advisory received performance bonus? True? And how much by level?

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Hi Folks. I have the below offers.

@Harman: 23.4 LPA fixed + 1.88 LPA variable (total ctc 27 LPA). Client side Mercedes Benz. WFO.

@Accolite: 26.5 LPA fixed no variable + 50k JB. (Total ctc 28.34 LPA) Fidelity client.

@Nihilent: 24.56 LPA fixed + 2 lacs variable + 1 lac JB. Work location is pune & I need to shift from bangalore to pune.

YOE: 9y9m Role: Scrum master

Kindly advise and provide your opinions as to which would be a better deal in terms of company benefits job security & WLB

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Has anyone seen any decent MQD run ideas for Delta recently? I’m about 8k MQDs from diamond. Seems the Aeromexico method is on hold until they are fully back up and running. Thanks!

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Hello Fishies
Just wanted your suggestion or guidance if spouse gets the inter company transfer , is there any chance partner company help him to get the visa or allow me to work from home?? Is it possible or any way how both can move without leaving the job ?

likeuplifting

Can anyone provide some insight on Jane Street? Looking into an opportunity (not a quant role).

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Worth getting the Marriott bonvoy credit card with the 100k points bonus? Annual fee is $95. Already have CSR.

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What is PMI round in Luxoft?

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Hi Fishes, I've accepted offer from Accenture from their portal.. But now got new offer from EY and wants to join at EY. So how can I tell Accenture Accenture India that I'm not going to join them. Rather than not showing up on the date of joining? Can you please guide me? How do I let them know? My talent coach is not reachable

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If I have two 401ks (current job and previous job), does the 19k limit apply to both of them together or 19k each?

If I were to rollover a pension lump sum into one of those 401ks, is counted towards the $19k limit? Or is rollover classified differently and I could still continue to contribute to my current 401k?

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What might be a better career path?

1) KPMG Data & Analytics - Tax Ignition

2) FTI Consulting - Corporate Finance: Restructuring

Both are above 70k in salary in MCOL

Im leaning towards KPMG... both would be right out of college, entry level.

likehelpful

Is bgv closed before joining LTI.
What are the things in BGV closed before joining and after after joining.

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Any info on Fractal Software salaries?? They are hiring for a Research Investment role, and I can’t seem to find anything on compensation.

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I have an offer of 19lpa with 5% variable component. What will be my expected monthly in hand salary excluding taxes ?

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What is the CTC range for in-house Senior Analyst ?

I noticed that most (>80%) of the recruiter messages i get on linkedin are for other consulting roles. Any tips for getting more outreach for industry positions?

Advanced degree with 3YOE at a LS boutique

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Looking for referrals to major Life Sciences consulting positions for strategy/analytics in Toronto/ Canada.

Please and thank you!

Master’s in biotech from McGill. Tons of research experience, pretty solid resume, 3+ years of translational research, 1+ year of consulting experience. And rich profile.

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Anyone working for Oracle Cerner / Cerner Corporation and can provide a referral?

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What do fishes know about an alliance management career? How do you get into it? What’s career progression / wlb like?

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I have got a offer of 22 lpa fixed from IBM in ban 07B.yoe 10 years.current ctc ~ 10.5 lpa.

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If i am a fresher in cognizant and worked for 2 months and have got better opportunity can I abscond from same as the other company is asking to join immediately

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When do you find it necessary to draw your weapon?

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Additional Posts in Finance Exit Opportunities

I am a financial analyst and been in finance 6 years. I want a change in career to move to SAP analyst roles, potentially doing SAP certifications as I like problem solving, solutions etc. I am not sure where to start and how to make the change. Any suggestions welcome.

Anyone aware of Australia or Singapore recruitment firms? Pre-MBA

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

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Looking to exit out of client facing mortgage ops and want to transition to something else more internal. Any job roles to specifically search for?

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Considering going into Finance Technology roles within big4. I have have >3 years background from deloitte doing Tax Technology. Can anyone speak to these finance technology role &/or give referral?
PS left deloitte about a year ago and have done finance related work for <1 year

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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?

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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)

What do you guys think about a career in investor relations / capital formation for a decent size PE. I think principals get carry.

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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.

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Stay in corporate credit risk at a BB as an associate or transition to corporate banking as an associate at a regional bank. Cannot decide! Please help?

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Just received an offer from citi for a credit risk associate role. There’s no mention of a set bonus range but a mention of “discretionary incentive and retention award”. Is it something standard? Never worked at a BB so don’t know the norm. Thoughts/guidance? Thanks in advance

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Currently at BNY Mellon with 10 YOE, specifically in Corporate Trust working CLO/CDO’s (first job out of college). I’ve moved around within the bank a few times but I’m just not happy here nor am I where I want to be in terms of comp . I want to pivot into something else but I have no clue what skills I could transfer elsewhere as what we do is so niche. They sucked me in when they said it would be a FA role but we don’t do any modeling, forecasting, etc.. Any advice/suggest/rec’s much apprecia

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What is a realistic salary to negotiate for when applying for a VP position in Risk? Currently have 5 years of experience

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This app is so therapeutic for me !

I enjoy the fact I can relate to people’s feeling’s and also see that I am not the only who has similar thoughts.

The one thing that stood out is the ability to share different perspectives and not necessarily know each other !

I love this app !

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What does everyone think of LinkedIn Premium (the $30/mo pack)? Is it worth it for a job seeker with 1-2 years of professional experience?

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For pre-MBA associates (A-A promotes) in restructuring, are exit opps any different than those for post-MBA associates (which are apparently very limited versus analyst opportunities)? For anyone currently at these shops, any advice on how to move to a distressed fund after a year or two?

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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.

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Any suggestions for leaving a financial advisor/planner role? Finance has me drained and I don't want to be client-facing anymore.

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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

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