I have CFP but see need for more managed account in my practice. Would it be wise to get CIMA (Certified Investment Management Analyst) to obtain more knowledge and skills? Thank you.

Anyone ever boomeranged from one Big 4 to another and then came back to the initial Big 4? If so what was the reason?

Hi Fishes

Currently I am working in the Fintech company as Sales Manager in Unsecured Loans. I want to switch and I have 2 offers one is from Ashv Finance as SM Position and another one is from Dhanvarsha Finvest as ASM..

Can anyone please let me know which is the better option for me.....

Does anyone have any advice for a recent masters graduate looking to move into product marketing? My professional experience is mostly in brand, social and event marketing, but after completing grad school, I’ve realized that I’d love to get into the product side of things. Unfortunately, 95% of the PMM roles I’ve come upon want 5 years of actual product marketing experience. So any advice for breaking into this area would be much appreciated! Thanks in advance 😊

Hello!
I’m a student majoring in Software Engineering. I’m starting my third year in a few months and have an internship where I’m learning more about working with an actual team on real-world projects. However, I feel like I need to do more to stand out and have a stronger software background. Anyone have any tips or suggestions for what I should do on my own time to strengthen my skills?

Hi, where or what types of companies should sophomores & juniors apply for next summer (2022) to recruit for IB the following summer (2023)? This summer BBs wrapped up SA IB recruitment, EBs even earlier, and a fair amount of my friends missed out big time.

Also, if a sophomore or junior doesn’t get a finance-related summer internship (I.e tech) and aims for an IB SA or FT position, is it harder to break in?

Appreciate any advice and insight, thank you.

Thoughts on Wealth Management as an industry? Offered a role to work under a senior FA and eventually take over the book (~$800M AUM and growing). It sounds great, but I am worried about the disruption this industry is facing with Robo advisors and other low cost, DIY options. I’d want to make sure the clients stay through the transition, and I don’t want to join a dying industry. Thoughts and advice?

I’ve been reading a lot of FIRE books lately and want somewhere to discuss. What are the biggest takeaways from your FIRE journey/ research?

Any Publicis PMs go to TBWA\Chiat\Day LA? How was your experience with that transition?

Hi all,

Joined back TCS after Sabbatical leave (higher education).

Current designation is System Engineer and role tagged on Ultimatix is Developer.

Assigned to a project as BA (orally, on paper it's just Team Member). Raised a re-fitment request to HR.

Please throw some light on the re-fitment process and what I can expect depending on my qualification.

Qualification:
> TCS : QA/Jr.BA (3yrs)
> M.Sc : CS (University of Alberta, Canada)

Thanks

Currently a consultant, I have an offer for a trading job that will lead me to x5 times the disposable income I currently have. I am worried about career progression. Should I pivot for the money?

Should I get a CPA for Transaction Due Diligence?
I’m a new grad working in FDD and I’m trying to decide if becoming a CPA is worth it. I do not plan on staying in accounting in the future. I’m more interested in strategy work. I certainly do not want to do Audit. Would you recommend getting the CPA considering my career aspirations? Do you think it’s worth it? If not, what is the best way to use my time efficiently?

5 years of experience, Digital Media Supervisor is the next title for me Associate Media Director?

I am from Data Analytics background (YOE : 6 yrs). What's the best way to learn about Cloud Computing?
Should I go into the architecture part of it first or just directly learn about Data Engineering in AWS/Azure?
Need ur guidance!!

Considering the FRM certification. Those who’ve taken it, how quant heavy is it? I have a compliance risk background and don’t have a deep math or statistics background. However, I want to expand my skillset. Any thoughts?

Any really impactful books that have helped you career-wise? Not necessarily consulting focused. In need of guidance and a new book so figured I'd kill two birds with one stone or whatever.

Has anyone completed a UX Design certification? How did you find it and how helpful was it for your work?

Hi Fishes,

I am looking for the job change in ServiceNow profile and having a experience of 4+ yrs.

Currently I am trying to create network in linked in and naukari but still not getting the response from some companies like JP Morgan or mindtree etc.

Can u help me to understand what is the best way to create a network to some major companies.

I know applying directly to the company site mostly doesn't have any benefit or will take long time to schedule the interview.

Any recommendations for good recruiting agencies in the Carolinas? Trying to find someone to help me navigate my potential lateral career options based on my experience and interests since I’ve been in litigation almost two years and it’s not for me and I will be relocating there.

I am a ServiceNow Developer and want to switch the domain. Confused about which one to choose. Can any please suggest some good domains.

Recently received an offer for a position in a BB Fund of Funds Private Equity team. Any suggestions on whether this could be a good opportunity? They do a lot of co-investments so I don’t think I will miss out on the financial modelling skills, TIA for any advice!

5.2 years exp
Frontend dev react js node
Current ctc 11.2

Two offers in hand. What expected salary range i can say.

Any one looking for Mainframe and Java Opportunity at JPMC, ping me. I can refer.

Hi fishes
I am having 11.5 years of experience in .net .
Skill set includes azure /angular/.net core /webapi.

Have updated my resume on naukari and on LinkedIn not sure why I don't get enough calls.
Can someone help me find any referrals please.

I am a Backend Python Developer. Is DSA/Competitive Programing mandatory for job change?
Any Advice/help would be really appreciated :)

Anyone here retire in late 30s or know someone that has?

Does anyone know if they suspend the fee for pushing back an exam? My exam is on Friday and I want to push it back by two weeks and it says zero fees, but I want to take a mock tomorrow to make sure I want to push it back and I don’t want to pay a fee since it’s 3 days before

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

Any from Google Cloud looking for Customer Engineers? I passed my onsite, but currently recruiter mentioned there is not headcount to fit me in. Happy to be squeezed in anywhere at this point.

Hello, i have an interview scheduled with palantir in coming weeks recruiter told it will be LC questions.. any specific ds to focus on ? Any suggestions for prep

Is it just me or does it seem like teams with high diversity function the best and have the most creative work? Whenever I've worked with ie POC and fellow gay people, the work has always been stellar

I got an offer for BA GCB 5, but the department is not mentioned, HR told that department will be allocated once I join. Is it so? Don't they inform the department prior?

Got offered a role at a Middle East office at BCG - haven't accepted yet.
Anyway that I can transfer to a north American office (my current location) before I join? SO can't move to Dubai and while applying they didn't interview me for my current location just for the Dubai one.

I understand this may be a big ask, and I'm happy to interview again if need be.

How long is current hiring freeze for?

Do you find your performance when exercising way worse when in ketosis? I’m way slower at running & workouts feel particularly hard to keep going. Does your body get adapted to it, or it standard?

Any international transplants here? Coming from Portugal!

How often do you cry at your job? I cry usually one day a week triggered by stress/overwhelm but want to know if this is a typical response

How much have you heard of Paid Social Planners/Markets making at companies in the tech space? I'm thinking about leaving my media agency company.

Any idea what someone with the title of a senior wealth advisor at Northern Trust should be making? Asking to help a friend here.

Dropping my 10 yo son off at school this morning: Me: "I love you! Have a great day! Learn a lot of really cool stuff! Him: "Okay, whatever.

Anyone knows about the base for chase PCA?

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 for insight on avg total comp for registered middle management with big bank. Considering making the jump from a branch advisor to managing a team of branch advisors. I’m newly 9/10 licensed. I’ve been building book in a bank branch but the consumer bank side of the job is draining. I’m making $155k total, $75k of that is salary. Anticipating a $130k salary offer if I go management route, with small annual bonus. Any others with experience that can speak to this?

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

Thank you so much.

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

I interviewed for an employed role and knocked my business plan pitch out the park, but could tell I disappointed them with my technical. By my own admission I’m lacking in this area as only have 1.5 years experience with a poor manager who only had me focus on biz dev.

They asked me what my salary expectations are but had already hinted my experience would knock me down a pay grade.

As it was 4 of them and 1 of me I said I would email them. How do I play this without lowballing myself?

Two of my clients have requested me on Facebook. We're really friendly but it's weird right?

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!!

What’s your definition of good work ethic? How important is it to you?

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

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.

Should people be fired for lack of people skills?

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

Hey fish: what are some of your favorite business/self-help books?

Best technology to use that LPL has?