I need some advice from advisors who have brought other “Junior” Advisors on. What is a fair split? Currently I have passed on my smaller clients to them, as well as providing consistent leads for them to call and meet with. The individual is working to build their own book of business, but up to now doesn’t have much production. They have only been in the business for about 2 years. I also provide an office and everything that comes with that, and admin assistance. Thanks in advance!

What would be an appropriate gift if I want to show appreciation to my juniors before leaving the firm to go in house? What about for partner/counsel?

Heard from me:

“Oh, junior person, you have edits to the monthly activity report 3 days after your deadline to review the report, and after I sent it to the client? How lovely for you."

Just discovered a public slack channel (that very much should have been private) that a few women at my work have been using to bitch about the co-workers they don’t like. There’s a lot of very mean posts about several of the CDs, account people, producers etc. There’s quite a few hateful posts about me and my partner too 🙈 should I tell them?

I found one of my coworker's anonymous Twitter accounts, and it has a ton of red flags involving bigotry, sexism, etc. It's a personal account, so should I mention it to HR or not?

What is RSM's dress code??? I feel so silly, I started during the pandemic and am headed into the office for the first time next week and realized I have no idea 🤦‍♀️

Anyone else have a formatting pet peeve and get annoyed when people don’t have a blank first column and row in tabs? I.e headers/data in cell A1

My first manager told me this, and I’ve followed it to a T since.

There’s no reason you have to put up with a job you hate. I spent many years working in a toxic environment with a boss who gossiped and lead through fear. He wasn’t really much of a leader but basically a foreman. And he could make my existence miserable. I admit that it wasn’t easy to find another job but the bottom line is: trust your guts. If you feel something is wrong it’s because it probably is. Don’t second guess yourself. Look for options and and fight for your mental health.

Hi everyone, have a noob question here. When did you share the pregnancy news with your employer? Not sure when it’s optimal to do that. :)

I have a crush on my counsellor at work. She's much older but still really gracious and beautiful. Should I go for it or is this a bad idea?

Recommendations for white sneakers for the office for women ??

Gotta love when a client doesn’t catch their own mistakes until the final round and then asks why you fucked it up....

I am so tired of getting mixed up with the other black female associate at my firm. Sigh.

Ideas to deal with micromanager who has just been layered

I’m kind of stuck what to do. The principal at my school is very intimidating, confrontational, and not pleasant to work for. I love teaching but feel like I have to walk on egg shells around him.

How bad is it to leave an understaffed team right before fall busy for a job in a new city? Part of me doesn’t care at all b/c it’s a business decision, part feels like I’m totally screwing the team.

Do you ever catch yourself overthinking a customer interaction for 15 minutes after a call?

Have a really good relationship with current company, but got an amazing offer and very likely gonna leave (signed the offer, waiting for all the background checks to come back). How do you tell your boss you are leaving the company (if boss is not a dick lol) and not ruin relationship?

Do you guys respond to emails and phone calls over the weekend or have you been able to put boundaries in place wit your boss?

Joined in Oct for SAP functional. Now one manager who interviewed me reached out that there is a training material developer project which will start on 20 nov for Oracle timeline is 2 months only and SAP projects are in pipeline there was one coming but no guarantee if its final and if it has to come it will be in this month because in dec new projects do not onboard. I have worked on oracle in the past but now am fully into SAP. Should I take this project or wait until Jan for SAP project?

I’m graduating in December, with a background in environmental economics and policy. Consulting didn’t work out this cycle. Made it to final rounds for Bain and Kearney but in the end didn’t get an offer. I want to recoup and try again, but I’m worried that once I’m out of undergrad the door will be closed to starting in consulting.

What can I do to make this happen? I have friends and connections at Bain and Kearney and the other firms as well, but not sure if it’s feasible now.

Amazon is hiring a lot of migration specialist ,could anyone refer me ? Also what is the package they offering

Hello All,

Can anyone refer me in active directory domain.
I'm already serving my notice period with a week left. Ready to join immediate.


Thanks

I'm a programs wildlife biologist meaning that I manage and do not conduct research. I work at a large well known non-profit in Louisiana and make 55k/year. Hoping to find others in this profession to compare with although I have not seen anyone from my field on this platform...

Anyone else feels that the Talent team at @Mindtree is sshiittyy? They don't give us updates after interviews and hang us in limbo. They don't have the courtesy to respond to messages, calls or emails. Can someone suggest how to highlight this?

Anybody good in guitar ready to take on a noob as student on weekends??

Does SAP SDC provide any mobile phone device?

What is the official notice period in fiserv

🌟What's Happening in Charlotte?🌟
Use this thread to share fun events, shows, concerts, activities, and anything else that's happening around the city this weekend!

What is the salary of consultant in Capgemini

How is hexaware as a company in terms of work culture? @

What should I expect during the Deloitte revenue cycle transformation Senior consultant case?

Hey CG
I joined Altran and recently the emails have been migrated to Capgemini. I haven't received any credentials to login to Capgemini Outlook. Please provide me any number or email id for the addressing the same. Any help is appreciated 😊

Anyone know how working for the IRS would compare to Big 4?

Anyone know who Ye’s “third lawyer” is?

Hi can we check PMR in workday ?

Best study guide for CFP?

Opening for a advisor to join an existing vertical team in Columbia SC.

What is your staff to client ratio? How did you determine when to hire add’l help?
We have $50mm AUM, 400+ clients, one licensed advisor, one unlicensed assistant (FT).

Hi everyone, need some advice.
A local b d / ria has an opening for an Advisor. We provide the leads in the form of current abandoned brokerage clients and the advisor just needs to build relationships and grow the business.
In addition he/she would have the opportunity to build and lead a team of other advisors.
For a candidate with 12+ years of experience what would be an appropriate compensation structure (base plus commission %)
Thank you in advance for your help.

Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

I'm looking to add a Branch Office Administrator...anyone have experience with hiring for that position?

Looking for a newer fully licensed (with some training and at least a small book) junior advisor/associate financial advisor to join team. Please message if interested or have lead. Thx

I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

I’m looking for an advisor that wants to work with a team in Tampa, Florida.

I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

Team Financial Planning Specialist or no?
My team is growing more and more to specializations with investment products. (Insurance, alts, ESG) I’ve been wondering if the Financial Planning role could also be a specialist in our client experience. We have two competing ideas; A financial planning specialist would be able to develop intimate familiarity with the planning software, processes, and human nuances. But would a newclient feel 'bait&switched’ to be handed off for this important process?

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.

Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast.
Call 678994-6448 ask for James

I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

I’m looking to add a paraplanner to my team and have a candidate in mind - those with a paraplanner or with paraplanner experience - what does your compensation structure look like?

Are you paid by the hour? By the plan? Other? And how much?

Hiring an advisor and a 401k specialist in Greensboro + Charlotte NC