I have been in client facing wealth management as an advisor for 10 years. I haven’t built a book of business because I’ve worked for mostly discount brokers (Merrill edge, TDA, Etrade). I want to know how to transition to a non client facing role in wealth management or another financial role. I am series 7 and series 66 licensed. Any thoughts?

Has a client ever done a credit check on you before you rolled on?

Denver RIA provides platform for Advisors looking to be independent. We custody client accounts at TD and Schwab. Glad to talk to qualified advisors looking to free themselves from the broken dealers.

What are some good practices during the sales phase of a potential project to execute before the contract is signed? Seems obvious but would love some ideas on standard operating procedures that help with seamlessly handing over a signed contract to the account team. For example, speaking to the potential client explicitly about their role in staying on schedule, reviewing scope creep consequences, etc.

Hey I was informed my position was eliminated due to corp restructure. I am a marketing vet with 10 years diverse experience from social to email and both b2b and b2c marketing. I also am about to complete my mba. I love to tell a brands story. Looking for a position at a people first company marketing manager positions or above in Atlanta or remote thanks for your help.

Hi all,

Can any one let me know What is the difference between designation Associate I and Associate II in JPMC ?

Which one is better and why?

Has anyone considered going out on their own instead of working for a company? What are the pros and cons?

Hi Network
Can anyone refer me for a data science role ?

CFA or CAIA?

Hi Sharks,

I am a product owner and want to learn all aspects of product management and to transition as a product manager in leading Tech firms. I had completed my engineering and mba but never worked as a software engineer. I started my career in sales and am now working as a PO. So I lack technical knowledge as well. Can some experienced product manager guide me and PPL like me here on this fish bowl a step by step plan to achieve this goal. What courses we can join, what books to read

Hlo guys,
Which are the certifications that can add great value to our CV as An IT employee ?

Can someone tell me if a HRBP III is more senior level than a HRBP I? I’ve never really dealt with those titles so I am a little confused!

Would would a senior product manager do over and beyond a product manager. We don’t have any seniors at my startup and I’m trying to figure out what I need to do/achieve to get promoted. Any advice would be much appreciated.

Who has most influence in hiring decision? What order would you put from most to least influence in decision. Hiring manager, team, hiring manager’s boss.

Anyone have experience lateraling from a no name boutique that doesn't do much modeling? I learned modeling from BIWS but just don't really do it at work. Any tips?

Is 25 too old to lateral from my no name boutique to an MM or BB?

To those with your own firms, what are some good moves to make early in your career? Is it a good idea to get out of a niche practice and work for a small firm to work on more things for smaller companies for learning purposes even if it means a paycut?
Or, is having your own firm even worth it?

What “self help” books are you guys reading? I just read Untamed by Glennon Doyle and wow, I want to start from the beginning again, but feel like I should read something else. Would love any suggestions.

Hi

Has anyone from the cognizant registered BH for a car in Pune or Maharashtra? And are they allowing it? As per rules its allowed but I heard RTO is declining the request

considering a trip to Hawaii, looking for Marriott properties that have a beach access, probably October through December. Would prefer more on the value side than all glitz and glam. Any recommendations

We’re starting to interview for my copywriter partner this week, but I don’t have any creative leadership above me (I’m also the only creative with agency experience at the company) so I’m nervous about being the only one looking at prospective partners.

Any tips for good questions to ask to feel out who is the best fit? I’ve worked with great and not so great writers in the past and it wasn’t always clear which would end up being the not so great based on their books.

Hi everyone - I made it to the final round of interviews with Amazon for a Program Manager position. They initially asked if I would relocate and at the time I said yes - however, due to my husband’s new job I’m no longer able to relocate.
Has anyone ever negotiated to work remote for Amazon?

What questions can be asked in PMI round ?

This may already be answered, but are embassies open for h1b stamping on India??. I am getting conflicting reports from my friends. TIA .

In your opinion, what’s the best job search site out there right now?

Hi all. I am currently working as a Senior associate, compliance operations in Amazon. Prior to this I have worked with HDFC BANK as a Deputy Manager for 2 years in operations. I need suggestions for my next switch..

Would you take Google PGM 180k or Qualtrics 190k offer? Qualtrics offer is higher and in seattle.

Anyone knows how alimony works ? In terms of salary ? How much more than your partner do you need to make, to be granted alimony… I’m asking because I have seen cases where one person sacrifices themselves studying and working hard, while the other person is basically doing the bare min, and they can get alimony if they separate ? In some cases, for life.

I lateraled to a new firm and feel like I was extremely mislead during interviews. I’m absolutely fine with burning whatever bridges I’ve made here. Contemplating a no-notice resignation. What downsides am I not thinking of? New job is lined up.

2 Questions:
1) Do you randomly email recruiters on LinkedIn?
2) Does anyone have LinkedIn Premium? Has it truly been helpful?

What will be the in hand salary for 19 LPA , 17 fixed + 2 variable in NielsenIQ

What are bonuses like for a first year IB Analyst in London? (Think US banks like GS, MS, Citi etc.)

Hi all,
I’m keen to explore opportunities outside lab in healthcare/life sciences as either~> Market Research Analyst,~> Business Development Manager,~> Management Consulting,~> Product Manager
I have a PhD degree in Neuroscience (4+ years of experience managing multiple projects simultaneously, with 5 first author publications, 600+ surgeries on mouse brain studying brain injury and link to Epilepsy) 1+ industry exp as Scientist.Need some references or links who can help me connect to companies

Moving to Bay Area from NY, office in Sunnyvale. Good places to find apartments when you dont have a car and can walk down to places to eat, coffee etc. Any insights will be helpful. Thanks!

Hi everyone - I have experience in Investment banking domain and I am looking for a new role in Canada and would appreciate your support. I have experience in M&A, DCF, Buy side , sell side, Financial modelling, compliance, due diligence, Thank you in advance for any connections, advice, or opportunities you can offer.

Anyone in Corp Dev M&A? Received verbal offer today and it was a total boner killer that sounds non negotiable. Offer came thru random guy in HR vs hiring mgr/director and seriously considering going around hr cause the guy sounded lazy asf.@

Would like to understand market comp for in office CD roles, 4+yrs m&a experience and 25-40 advisories under belt. It’s an F500. Basically a pay cut of like 60-75% lol, idk if they’re testing me or serious. Edit: Happy to give any additional details.

I was offered a high net worth client associate position with fidelity. I have never worked in a call center environment.
Can anyone that has worked in that position tell me what its like and what to expect? Is it more like an administrative position and boring or do you really get to help clients? All feedback is appreciated!

Hey! I’m from Spain, and I’m thinking about find a job overseas, maybe in central america or southeast asia… I have experience in finance consulting… do you have any recommendation, contact or tip that could help me?

I don’t know if try to find a job first and move then, or move out first and find a job from there.

Thanks!

Is IB worth the sacrifice of WLB? Obvious pay is really good but are the prestige and pay worth it if you’re planning on only doing it for a couple years?

Currently working at an IRA with great WLB. Honestly I love my job, the firm, and people I work with.

Also doing MBA part time at a T15 school. Thinking about switching to IB but I’ve done my research and I think I would burn out of IB in two years but I might be ok with that for the opportunities after.

Are any firms out there that are hiring full-time/remotely? Let's start a list

I am so beyond ready to leave my current job, but can’t yet, since bonuses are paid out in January. 😬

In the meantime, I’ve applied to a lot of similar roles (slightly higher) but have not heard - good or bad - from any. Is it common for companies to slow down hiring in December because of Q4 rush, people on holiday, etc.?

Good day all!

I am interviewing for a FP&A Manager position in Proserv UK. Could you please disclose the initial salary that I could ask for?

Thank you in advance!

Has anyone done the Blackstone pymetrics?

Hi y’all! I’m a financial educator and my job is to help families in need of financial education! I help anyone on learning how money works here in the US & how to get rid of debt! I offer financial products that help you protect and grow your money. I’d love to help you out in reaching your personal financial needs!
I’m also always looking for people to hire!

If i haven’t signed anything with my firm regarding repaying them for receiving my series 7 license with them I’m assuming i owe nothing if i leave? Is there a way to find out without my manager knowing I’m looking at other firms?

Any advice on transitioning from a Wealth Management Role to something more analytical? Preferably private equity or investment analysis/due diligence. Have about 4 YOE, located in Boston

I'm in finance/tech FPA, looking to go back to the defense industry for a 25% increase in TC. But wanted to see if I should leverage the new salary with current company to see if they'll match.

Background: got a promotion at current company that didn't come with sufficient increase . After stating my case I was told it would be evaluated next October, which is what prompted the initial job search.

Current TC 103K [88/15], offer 125k base [+discretionary bonus].

Recently relocated to USA. Looking for a job in Private equity Accounting in California as Fund Accountant Manager. Any leads and also, how much salary should I expect?

I need help figuring out if I’m being underpaid. I’m working in real estate private equity and I focus on fund models and property valuations. I’m currently at base $80k and 20% bonus. On top of that I have 5 years experience and a masters in finance. I’m good at my job and receive positive reviews from everyone. I feel like I should be compensated better but the company says that’s what they think I’m worth. Any help or insights would be great!

I'm the only employee with a background in finance in a tech startup growing at a 300%+ per year. But it's actually my first finance-related experience (interned and now part-time as I'm in my senior year of undergrad) and don't know really how to have an impact as my knowledge is "limited" and have no technical mentorship.

Any advice/mentorship would be wonderful!

Trying to get an investment job in Toronto as a new immigrant. I have 4 yoe in consulting, investor searching and financial service (risk). Currently working at call center to get local experience (bilingual), opportunities for internal transfer, while preparing for CFA 3 Feb 2023. Any ideas what to prepare in extra?