I’ll be honest, I’m a relatively new advisor and I think I may have triggered a large tax bill for a client. I’m not seeing a lot of option in terms of realizing unrealized losses in their account.

Have any of you taken "low bono" clients while working at a firm? I want to take on a low bono client or two but not sure who would get the money. This is a contract opportunity through a non profit so I'm assuming a 1099 will be issued. The per hour rate is significantly less than my billable rate. I would (obviously) like the money but my real objective is just getting experience/networking since I recently moved to a new state and don't have clients of my own.

Hello!
I was wondering what kind of contractual or other barriers I might face if I apply for one of the big 4 while working on a project with them in my current company.
I am not too involved in the project but I was in a few meetings and went on a field trip with them as well.
The position that I am applying for is in a different team and city.
Will this considered “poaching” if the consulting firm hires me? Would they need to talk to my current employer?

Currently working as a finance analyst II for a fortune 100 company in a corporate finance role. I'm looking for a job where I can utilize my soft skills more, whether that's in sales (tech or medical), consulting as a business development representative, or some sore of client relationship role for an investment bank. I have about 2 years of full-time experience. Any recommendations for exit ops?

Are investment properties good for retirement?

Hey all! Looking for an experienced SE for an Enterprise role with a great client of mine (mid-size company), privately held. They are in the Open Source space. Would love your help on this.

What is a reasonable rent increase %

Does TCS AWS service line and Data Analytics unit has good python projects.They asked Core Python, Pandas and asked if you have experience in Azure.Will they give project in same or python data engineer project?

Hi do you interview from time to time just to check what’s your market worth?

What are the best platforms for investing in startups as a non-accredited investor? (E.g., pursuant to the JOBS Act and CF regulation)

I have $20k in savings, I owe $6,000 to my 401k loan, that’s the only loan I got. I am debt free otherwise except for my house. Should I use my savings to pay off? Since people are talking about unemployment and being fired, I wanted to make sure I have enough, 👩🏾‍💻... What should I do? I initially took the loan to add to my home equity when I sell my house for a new house then covid hit.

Is the GSU price while vesting based on the market rate at the time of vesting or is it fixed based on the stock price during hire date/month?

Hi Fishes, I have an interview coming up for Associate Client Partner at Quantiphi, is it a good company to consider? I am10 yoe, market research background. Also, I already have an offer in hand from Allstate

Hi Fishes,

Got an offer from HCL for CITI project and another offer from Tata Technologies. Both are offering same compensation. Which will be better to join for my growth? Please advise.

What range should I quote to HR when they ask for what are your expected salary? Current CTC is 10.55 LPA. I have 5 years of big data experience including 6 months of on site project at egypt. Your suggestions are most welcome....

hello all,
I have joined CTS on dec-2021 ,I have been assigned to a support project i had 2 years of java development experience before joining CTS ,i have asked my reporting manager to provide release from the project but he is denying it now whom should I approach plz provide me your valuable suggestion

AOC and Sanders both oppose lifting the salt cap? People in their states- new York and vermont (and generally other states with high state tax) do you agree?

Investor’s Business Daily: worthwhile?

Anyone pull their 401k under Cares?

Hi - How do you find out who is a top criminal defense healthcare attorney in your state?

Question!
* Anyone ever feels like when their salary gets credited -> “This figure is disappointing!” vibes *???

Medical device sales 100K OTE 4YOE.

Any other industries out there on straight commission or is that just us?

Best influencer search tools or strategies for sourcing?

The nail on my second toe hasn’t been the same since I ran a half marathon a few years ago. It’s gross and totally messed up and it doesn’t seem to be getting any better. Do I see a podiatrist for toenails or a dermatologist?

Getting into Tech with a company that focuses on Managed Print 1st and hardware second in the SLED vertical.

Will this experience help me move into SaaS or dev sales in the future? The money is attractive, but looking to sell in the tech space long term. Is MPS as the primary product a bad way to start my tech sales career?

We gotta get this bowl popping, I wanna hear some juicy NYC related stuff: funny stories, career advice, industry gossip etc.

Hi all! ISO short term sublease (Dec. 27th - Jan. 1st). If anyone knows of anything, would appreciate a heads up! Thanks :)

Let’s do another ASL 32FChi

Can we apply to open positions of other EY entities like EY UK, EY Australia etc.. if we are still working with EY GDS? Will it be entertained?

Best men’s skin care products / brand? Face wash, in particular. I use Kiehl’s but looking to explore other brands. Thanks!

11 likes please

Thank you!

Quit the booze back in September. It mostly hasn't been that hard but I can't get a grip on my emotions this week. Feeling overwhelming sadness for no real reason. (Cont)

Curious to hear the story of anyone that has overcome or going through cocaine addiction. Given that people in this bowl make enough money to support such an expensive habit. Take me through your story - how bad did it get in terms of daily consumption and total money spent? Please share if comfortable.

Sibling is 52 days sober from heroin/cocaine, but I just found a syringe and alcohol wipes under their pillow.

They have been passing observed urine tests, how is it possible that they’re using? Any ideas?

Any politics story in msft India.

Is anyone aware of any healthcare / healthcare consulting companies based in the Bristol area (UK)? Thanks

Flying United from US to Europe in economy as a silver elite. Am I eligible for a premium plus or Polaris upgrade?

Anyone here who is a CA?

Anyone have a recommendation for a career coach - I’m burnt out and hate advertising/digital ? Also I’m was just laid off so now’s the time to make a change

Does anyone know if the 10% penalty and if taxes are waived on a death of a beneficiary? A friend of mine’s 17 year old pass away. I was wondering due to the circumstance, is there any way he can get around paying extra money by doing a 1035 exchange, rollover, withdrawal. Anything out there? Suggestion are welcome.

How many hours in one day puts you over the edge of not being able to be productive anymore?

Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

My brother is a college student in Minnesota looking for a summer internship in our field. Is anyone here hiring or know of someone who may be willing to provide that opportunity?

What’s a topic you know a surprising amount about?

Everyone has a different perspective on this but would love to hear yours. Someone has debt ranging say 4-5% interest rates. Do you attack debt more then investing to move towards a debt free life or do you go after investments since they return historically above that then paying down closer towards retirement. I know the latter looks better on paper but what about the psychological factors of being debt free and the guaranteed return on interest savings.

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?

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

Best music/audio to listen to while working?

Is cold calling still a thing?

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 😁

I’ve been offered a position with Fidelity as a Financial Consultant. I’d like to hear any pros or cons from anyone familiar with the position. Thank you!!

I do not prospect. I open accounts while slamming a revolving door.

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

Anyone tried meditating and found it helpful to deal with work stress (or just stress in general)?

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

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?

Anyone in the Houston area?

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.