I am looking to drop my series 7 and join an RIA. I’ve finally accepted that the BD environment is a terrible fit for me. I would like to join an RIA team because I’m just over 5 years in and I would like to have some mentors to continue learning from, but if I can’t find the right fit then my plan is to launch my own. Where to start looking for an established RIA? I have not completed my CFP yet.

What are the best software / tech conferences? Less focus on the startup stuff, more mature buyout / growth preferred.

Exit opps at a manager level - Big4 vs industry jobs? Security Architect at FAANG vs the normal career path at PwC. If compensation being slightly better at FAANG, which one would you pick and why

Two years into MBB post MBA, I realize my passion lies in technology. Although to progress in tech, you need to be a product manager. I have no prior product experience so will have to start from scratch. Have I wasted my two years at MBB when I could have recruited for product roles in business school?

Physician planning to go the industry route. Prefer early therapy development role (rather than liaison, safety, or business - for now)

For those who recruit:
-What do successful candidates have in common?
-What are fixable pitfalls for MDs transitioning to pharma?

For those who have done it:
-Are there any books or resources on this you found helpful?
-Mistakes you made that can be avoided?

Has anybody switched from Deloitte India to Usi?
How was the procedure? Did you quit the India firm and then join Usi or is an internal switch possible?

Hi everyone. I’m trying to transition from working at a non-profit to a more profitable position within research. My current title at my org is as a CR-assistant. Any suggestions of good transitional positions within clinical research? (That could be done remotely). Thank you!!

Which would you rather? Internal at MBB or client-facing at Big 4/ACN?

How to switch to tech from non tech?
Is it worth it?

First year associate thinking about making the just from medium sized reputable IP firm to In House. Started at said firm summer of 1L year as a law clerk/patent agent in May 2019, have worked through school and full time as associate since Sept 2021. Feeling very “stuck” in day to day work. Love the patent/IP space but drafting and pros w/minimal human interaction is getting very difficult. Thinking In House would be better, but not sure how much experience needed. Thoughts?

Hello,

I have done my cyber security certificate CISSP with 9+ yrs exp can anyone tell me how can I move in to that role and how much salary I can expect l.
Thanks in advance !

Can anyone explain the Chubb underwriting associate training? Is it in person or hybrid? Interview process? Looking to make a transition from education.

What's the career ladder for associate data analyst or business analyst at Novo Nordisk ?

Hi fishes,

Im with Cognizant for almost 3yrs, I have been asking for onsite opportunities. But no proper response from my team or leadership. Should i wait for some-more time or should i check job outside? Please share your views.

Im a ux designer with 10+ yrs of experience

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?

Soon transferring from an advisory role (financing, FDD, consultancy, modeling etc) at a small boutique firm to a TAS role at BDO. Main clients are lower MM and MM PE as well as listed corporates.
Anyone with insight who could advice how to play my cards to end up in either PE or CorpDev?

Hello!
I'm italian, 26 yo and currently working in France as financial analyst.
Work environment is great, friendly and multicultural but I don't like the job at all.
Personal life is not so nice since I manage to see my family and gf every 30/45 days only. Colleagues have their own lives and at the end we don't hang out much.
My dilemma is:
A) going back to Italy at a lower salary with less growth opps but better personal life or
B) Switching my job here and hold on

What would you do?

Thx! :)

I’m looking to get out of direct patient care, and would love to find a job where I can work from home (even if that’s something in the future.) I would like some advice with switching careers into healthcare data, healthcare informatics, etc. I’m currently a nuclear medicine technologist with 2 years experience, and a BS.

Any advice on transitioning from medical sales to tech sales. I’ve been a top performing rep (ranked first and second) two out of the last three years at my current company and was top 5% at my previous company. I had my resume optimized and am getting rejected left and right even by healthcare tech and I’m not sure why. Any info or leads would be greatly appreciated!

30 members but only 3 comments? Let's keep it going !

(Not frm Accenture)
If you are on notice period and not doing work properly or on time then what can be the consequence ?
They cant put me on performance defaulters as I voluntarily resigned and also got good feedback from client.
The reason I resigned was the sh^^head manager and project.
He said I would be released from project soon and then on bench but after resigning he is saying you have to serve the NP n we cant release early.
This is only option left to get released from this sh^t place

A wonderful friend recommended me to a recruiter, when the recruiter was looking to place a creative.
This role is at a small agency, I’m going to be paired with a Sr. Copywriter. They’re looking for a conceptual thinker and brilliant designer, no pressure.
I have some internships and some freelance under my belt since graduating portfolio school, and a current laptop that’s running on fumes ha.
I’m intimidated, cautious, yet super grateful to finally hear from someone.
Any words of wisdom?

Salary of a solution architect in cyber security( pre sales and with RFP experience) industry with 7-8yrs of experience.

Is the CAIA content worthwhile? Anyone take it and have any insights to offer on. Is the content provided in the education applicable info to their employment?

Partners, what are signs/examples that a project’s leadership is prioritizing the clients needs over the team beyond the normal ‘nature of client service’? Is a convo is worth it?

Meetups every month in Toronto downtown - yay or nay?

How is it like working with EY HUL client as a senior consultant?

Hello Guys,

Can someone refer me for SAP Hybris QA role. Total experience is 7 years.

Hi guys how's work life balance in EY India in technology line? What is the average working hours during normal times and peak season? I would be really glad if someone can help me with this! Thanks!

Any book recommendations on handling office politics?

Any good books recommendation on effective client communication/business writing?

Best consulting firms for defense companies? What credentials do they look for?

Hey all, new hire here! Going to receive a $250 wfh credit; any recs on what I should get to build out my home office?

I got call from HR saying I will get mail to upload documents for LTI does that means I am selected and how much time they will take to process and do HR rounds? For 4 yoe how much can I ask ? And currently tcs have given me 10lpa breakup not official offer letter

Anyone willing to share their companies project management career path? They seem to vary and I’m curious what titles are out there.

Anyone interested in sharing their craftingcases membership if they dont need it/use it anymore? Ive paid for other resources and keep reading about CC now and would love to get access for free or reduced price 🙏🏼

I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

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

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

Best books you read this year that aren’t about sales, marketing or prospecting?

How many of you make over $500k a year? What is your AGI after deductions? What firm do you work for? How long have you been in the business? What’s the best piece of advice you can give?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

Anyone working at Barclays Wealth Management in the UK?

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

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!!

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

Where do you all get your CE credits? I know that there are some lunches that I get invited to from wholesalers, but I don't have time to go to 27 fucking lunches.

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

Has anyone heard of, or tried using, the Paladin Registry?

Have a client w over a million in IRAs and NQ account. Invested in a combo of ETFs and dividend paying stocks. Now bitching abt performance. Should I stick to my strategy or offer alt to placate him?

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

Thank you so much.

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?