I have an offer to start a career as FA or FR for NY LIFE. This would be my first time as a FA. What would be your advise? Should I go this independent track (just commissions) to start with OR should I go for a support track (like client service, associate, para planner, etc?) for another firm? Give me some light here please!

Hey anyone has advice on fixed income execution trader in a buy side firm? Sizable firm, good team, very low pay, okay wlb, been here for a year and working for 4 years in total, was sales/ small firm analyst before. Though trading is fun, but can’t think of executing orders for another 10 years. Trying to get on track of fixed income analyst - am doing some research in my spare time for my team now. What do you think of trader to analyst? Any good advice or same concerns? Appreciate any cmts!

What kind of exit opportunities are there for tax senior? Looking into getting an MBA. Any thoughts?

I want to leave public as a senior, but can’t find anything I’m interested in. I’ve been applying;g for manager and assistant controller roles, which has been really difficult. But I don’t really want a senior accountant role. I was thinking FP and A is a good choice. I’m looking for something that has good career progression and a better WLB balance, pay isn’t so important to me. Has anyone else dealt with this? Advice would be greatly appreciated.

I am a Product owner and certified SAFe Product manager. Current organisation doesn’t have PM opportunities. Can I get a break in Product Management while switching to another company? Oh yes, I’m also an Insurance ( P&C ) expert. 11 yoe

Hi, Anyone working in Virtusa with BT as Client?

Hey folks, I’m about a year into my new SE career and looking to continue to invest in professional skills. I’ve obviously been thrown into the fire learning the sales side of things, but what areas (technical skills, certs, books, etc.) you all would recommend I look to invest in? I’ve been looking at some beginner coding boot camps and scrum product owner certs, but interested in what you all have done to further advance your career

Do any of you have side-jobs or maybe hobbies that you make money from? Alternatively, what do you think sounds like a good one to look into?

Has anyone switched to an IA SOX focused team or firm after working in a broader IT Compliance
Role? Trying to gauge / understand if the project work kept you interested or became mundane.

For a Product designer, out of Thoughtworks and McKinsey which has a better work-life balance and learning opportunities?


Thoughtworks
McKinsey & Company

Hi

Does anyone know, In citiusTech. Is it possible to shift to different technology..
Currently working in ETL Testing.. I want to shift to Data Engineering domain..
If possible to what will be the process ....

Currently a paralegal at a small start up financial services company been there for just a little over a year. I wear “multiple hats” but more recently I’ve done a lot of PM work and some BA work. My position title is changing soon but I’m wondering how helpful that would be for wanting to go into PM work at a tech company. Anyone have any career pivot advice? (Also I’m only 1.5yrs old in my career so I’m definitely still new, and I have previous experience as a project assistant).

Going to Wharton in the fall. Is it worth going MBB over returning to big 4 (sponsored)? Is this a common path?

Desperately looking to leave big 4.. want to get into PM, business analyst or scrum roles. Where do I start ? Who wants to help look at my resume ?

Has anyone on here moved from IB to management consulting as an experienced hire? How do you view the decision in retrospect?

YOE : 7.8 i have an offer from IBM and HCL.
IBM : 18 fixed + 1 JB HCL : 21 ( 18 fixed + 1lakh approx (monthly variable) + 2 lakh Annual variable ) . Now i have a discussion pending with Robert Bosch , What should i quote ! Which will be better for job security and work life and overall career growth .

How do you get good at thinking on your feet? I find I always need time to think and analyse before being able to answer client queries (even those that are considered simple by others). I don't want to rush and get it wrong. I avoid phone calls for this reason which isn't great when you're in the service industry so it's starting to impact my career.

Anyone works in Facebook? What’s the pay like for finance roles?

Hi fishes!

I have an offer from Accenture for solution architect role in GCP. HSBC is happy to match the offer.
Accenture vs HSBC. Any thoughts?

Hi sharks,
I recently got offer letter of barclays and I accepted it. What is next process they do in regards of background verification.
Also want to clarify on offer letter after fix pay.. I am not getting variable pay section.
It is included in offer letter or not.
Please provide ur inputs.

Hi! I’m a generalist looking to get more involved in sustainability. As I continue to learn more about the space, I’m thinking about career exits from management consulting into something more meaningful to help the earth. Any advice on this transition / potential roles I can work towards? Thank you!

If the Tara Reade allegations lead to Biden bowing out, does that lead to drafting Cuomo?

Does McCann Minneapolis have a creative team?

What do you listen to at work?

EYP fish - Just received an offer as an experienced hire senior consultant for 160k. I didn’t get a sign on bonus despite asking for one. Is this in line with what everyone else is experiencing?

Denver culture (and suburb areas): interested to know how easy is it to make friends here. Both husband and I are late-30s, early 40s with a kid going into middle school. I’ve got a great friend group where we live now, but looking for simpler and cheaper way of life but dreading not being able to make friends.

Hi Fishes,

I’m looking for opportunities in Instructional Design and Content Creation.
Total YOE 1.7 years
Current level: Analyst
Please guide me for opportunities!

Thanks!

Have you received the salary today? Got the mail now but no credit yet in account 😕

What's the notice period in OSSI?? I can not find it on offer

How is wlb in ing account of hcl
Technology -informatica pc

I’ll be promoted next year to senior but I’m in a niche role where I don’t see myself long term. Should I make a job switch now or should I wait to get promoted to senior? I currently have 1.5 years of experience.

Went through multi-day loop for L5 SA and felt confident in my interactions. Presentation went well with no lack of answers for follow up questions. Just found out 6 days later I will not be receiving an offer, and it is policy to not provide feedback of gaps or reasons behind no offer. Also found out they ask you not to reapply for 1 to 2 years for same role. Would anyone recommend an alternate path for feedback on interview (outside of recruiter) and is the 1-2 year policy true?

3/23 Thread (General):

Looking for recommendations on time management books or apps , tips in general. Have been feeling overwhelmed with all the tasks and projects lately.

Is tableau a skill worth adding to your resume?

Out of curiosity, what are some of your most frugal habits?

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!!

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

I dread thinking about work and feel drained from my job. What are some good tips to keep up the focus and productivity? I want to become more efficient to not feel this way.....

What are some signs of burn out? This is my first professional job and i’m not sure what the signs are.

Websites for good non-stock-looking photography? Looking to revamp my website and social media pages

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

What’s a historical event that fascinates you? I want to pick a event to deep dive into and learn more about it. Sourcing topics 😁

Has anyone partnered with SOFA, society of financial awareness a non profit. Gets advisors in the door at companies for purely education.?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

does any one have tips and tricks on how to be a good interviewer? I'm finding it difficult to gauge someone just asking...tell me a little about yourself...

I'm considering hiring someone who may be required to have a series 65. How long should it take someone who is (a) smart & (b) no industry knowledge to study and pass?

Anyone in the Houston area?

I have a new prospect. Small business owner that wants to start a 401k for himself and his employees. Who would be the top 2-3 organizations I contact, and what questions should I ask the providers?

There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? 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?

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. 🤦‍♂️🔫🤢