I have my CFP and my CRPC. I’ve thought of dropping the CRPC and just maintaining the CFP. Thoughts?

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.

I'm working as Senior Test Engineer with 5 years of experience in manual and now want to become Scrum Master. I'm confused that whether I'll be able to make it or not as SM because I don't have any experience in same. Please guide and help.
How much package can I expect after switch as SM?

I just did my pre-licencing certification and passed my CA state exam for property and casualty. No I have no idea what to do or where to start my career as an insurance agent since I have no experience in the real world, just lots of knowledge. Please help!

Is there anyone who works in accounting but also a part time real estate agent / broker? How do you balance your two careers?

I'm not hung up on PE/buy side exits, not closed off but nbd. Would be just as happy to stay and make MD (or exit into corp dev if I want an easier life when I'm older)

My dilemma:

I'm at a LMM investment bank. Can get crazy sometimes, but otherwise chill. Typically done around 7-9 pm, had maybe three 1 am nights. Haven't worked a weekend in over a month. Fridays almost always done at 5 pm.

Have an offer at a reputable MM bank but probably pretty sweaty. Worth the move?

Who’s a better paymaster - Deloitte or EY Consulting? Looking for YoY growth assuming business does equally well at both the firms. Thanks!! Looking fwd to your wisdom fellow 🐡

Can someone offer some advice on how to potentially join finance transformation at the Big 4?

Do any of the top consulting firms hire into the Engagement Manager level after an M7 (if they had manager experience elsewhere)? I know MBB probably doesn’t but what about other tier 2 firms after that - and asking for US or Canada

Hello,

Currently, in accenture. I have had very bad billable hours and not much achievement this fiscal year. I am worried of getting fired, so i applied for another job. Got offered may be 5% above my current pay with 5k bonus, but in lower level at Deloitte. I think working lower level will give me more opportunities to learn as i think i have lot to learn. I made decision based on my gut and accepted the offer. I have not talked to anyone on accenture side yet. What you think?

What do you want out of your accounting career? Obviously money is a huge motivator, but is there anything else you want accomplish, build, complete?

Hi Fishes, I'm in a huge dilemma now. Im currently working with TCS and my CCTC is 10.29 LPA and I hold 2 offers, one with with Bank of America for 17.5 LPA Fixed and with CTS for 19 LPA.
My last date is Dec-30 and I received a call today from TCS HR for retaining me for 16 LPA max.
Earlier,before the call I had Bank of america in mind ahead of CTS for its work culture ,hike %, job security and other benefits. But here in TCS also I have very good role, job security and comfort.Please suggest!!

I am 25 years old - have been in the ‘mortgage underwriting profession for 2.5 years. I have heard some things about getting stuck in a specific assets class and mortgages when pursuing underwriting. I wanted to see if anyone has successfully exited mortgage underwriting and if there are any exit opportunities with more growth potential in real estate or finance. Would love any input!

How does one most effectively make the transition into management from an Individual Contributor?

I've been an individual contributor for 4 years in Tech, have 8 years of experience total. I'm finding it difficult to make the management transition despite having management experience, performing beyond expectations, and having a genuine passion for enablement and development.

I'd appreciate any success stories or pointers you can offer in regards to this transition.

Hey guys,
I’m currently a quality control analyst in the biopharma/gene therapy field making 72k base in the Houston area. I’ve been working here for 2 years and my company is well established and the job is easy, but I honestly just want higher pay. I see companies (smaller and larger) that potentially can give me that but would it be worth it? I’m having a hard time finding out what opportunities/paths I can take and what amount of $ would be worth moving jobs for. Any insight is appreciated!

CCSP (cloud security certification) is it worth to do ?

Family law litigator looking to transition to in-house? Any tips?

Has anyone done the GARP Financial Risk and Regulation course? Was it educational? Did you do the FRM after?

Brooklyn 🐠: Accident in the BQE this morning! Might want to leave a bit earlier or detour via Jackie Robinson

if there's no pension anymore and a significantly lesser lump sum payout, why become a partner at EY?

Are the exit opportunities better in Internal Audit/Business Process than IT Audit? All I hear is how awful IT Audit is but don’t hear as much complaining from the business side

Hi All! My team is hiring an Internal Communications Manager. I work for a Corporate Real Estate Company serving a great client in Atlanta. Location is Atlanta based preferred but remote will be considered as well. Let me know if you are interested and if you have any questions. Would love to connect and refer!

I’m a PR manager with 5 years of experience and have been applying for copywriting, project management and comms strategy positions with no luck. I’ve been applying since April and have only had 2 interviews. Any advice on how best to transition or what other fields I can look into?

Why are some people willing to do anything / obsessed about getting the green card in the U.S.?

When I asked them, they usually say they like American lifestyle. I love lifestyle in France, but I was in France, I was OK if I can't stay. Just trying to understand here so that I can have more empathy.

Hi Fishes, Please share this bowl with colleagues and friends. Thanks 🙏.

If I reject Accenture Technology offer, will I be able to appear for Accenture Strategy interview later on? I have an MBA.

How is the wlb at JP Morgan Chase CTO Lob

Hi fishes i received offer from legato but cognizant now revised notice period to 90 days will it be possible to get the change in joining date from legato side?

Happy Monday! Grace is giving something that isn’t earned. Mercy is not giving something that is deserved.
Find ways to give grace and mercy today in your workplace.

Insights into the best consulting firms for public service/ nonprofit work?

Do we see opportunity in JNUG at these levels? Possibly 2 week call to get the rate cut effects?

Ya’ll take ya vitamins today?

I had been planning to be a Rising Star 🌟 forever, but fishbowl had other plans for me 🥳🥳

is there any similar company with Permanent Work from Anywhere and Good job security like EPAM Anywhere?? what are those companies?

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?

This job sure brings out the inner narcissist in me! Normally I am all about the clients and their needs, and have always been a bit of a caregiver..but when they are super happy and make referrals and such

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."

Characteristics/actions of the worst manager you've worked with?

What are some good networking clubs, organizations, or groups to get involved in?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

I just finished the book I was reading. What should I read next?

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?

I need some good career-development or finance-related books, anyone got any recs?

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?

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?

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

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

Thank you so much.

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

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?

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

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?

For you introverts who aren't fond of socializing or "hanging out". Do you just dislike socializing at work or just dislike it in general? In my case it's the latter. How about you guys?