I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

Those who went to consulting or advisory from audit as a manager: did you have to step down?

Hello everyone, I work with GM as Production Group Leader/ Production Supervisor. I am looking to switch. I have masters in manufacturing engineering. With my profile which roles I should be aiming at ?

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?

What level Azure certification do recruiters start to express interest in? Administrator? Dev? Anything more advanced than fundamentals?

WHAT WOULD YOU DO?

Job A - no career path upwards, high functioning team, generous benefits and unlimited time off. TC 185

Job B - clear career path, new team, chaotic corporation, but lots of room for growth and budget to hire staff. Ok benefits. TC 220

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

What do you think differentiated you in the first few years of your career? What big picture takeaways in terms of both hard / soft skills do you wish you spent more time on? Current second year IB analyst curious to hear your thoughts

Hi all!
Would love some insight on how you went from an HR assistant/coordinator to an HR Generalist. I’ve been in the HR world for 8 years, and only in the last 2-3 have I really done real HR work. The first company I was at didn’t have a solid HR team so I don’t really count that. I feel like I’m ready to take on more responsibility and learn more. And of course make more money.

I have looked into getting SHRM certification. But should I go back to school and get my masters in Hr?

Hi Team,
I have worked in a project for more than 1.5 years now for a non scripting tool. Feel no learning and skill enhancement here.Can I get my project changed. QA Automation. Will there be any consequences if I do so?

I’m a fifth year associate who is ready to get out of litigation (and private practice altogether). I’ve only ever done professional malpractice (legal, med mal, etc) and feel like those skills will not transfer as well if I had done transactional work. Ideally I would like to transition to something in-house. Any suggestions as to what jobs/industries I could transfer into with only litigation experience?

If you start as a Program Manager, how/when do you begin to advise people as a people lead? I’ve heard Program Managers are not people leads. I started lead a team of 3 about a month ago at my current job and don’t want to lose leadership experience but have been told my YOE would map to a Program Manager level at Google.

Hey all, 4 YoE strategy consultant looking for some exit options. Looking to jump ship from consulting into something in the life sciences field, but not particularly interested in working for big pharma. Does anyone have any suggestions?

My background is in tech transactional. I joined a cybersecurity SaaS startup at the end of last year and now also handle more generalist matters in addition to all things commercial-related. I have a number of books on contracts that I’ve found super helpful over the years (The Tech Contracts Handbook, A Manual of Style for Contract Drafting, Sign Here, etc.). Can anyone recommend books they’ve found helpful for L&E matters, privacy matters, product matters, or marketing/advertising matters?

Thoughts about going back and forth between agency and in-house? Is it a good/bad idea? Is it even possible?

How to pivot into consulting with corporate operations experience?

How bad does it look if I leave consulting right after I hit the 1 year mark (first job out of undergrad)?

Details: I’m dying doing control testing in Advisory and I can’t switch groups until year 2

Hi guys, a plea for help here 🙏🏻 have any founders here gotten an O-1 visa or an H1B transfer into their startup? Would greatly appreciate hearing your advice / experience over DM

Can I leave Nagarro within one week of joining have received the laptop want to inform them before leaving.

Can anyone talk about the fixed income research role (Hours, daily tasks/projects, exits opps/career progression)? Is a Masters needed or can you start as analyst as opposed to associate? Any insight is greatly appreciated!

What would you consider "Advanced" or "Expert" level Excel usage?

Can anyone help with total comp for Principal Engagement Manager at AWS? Base, bonus, RSU, and signing bonus? What level is this role?

I got call from tech Mahindra for selection on Friday But still waiting for any mail confirmation.

(1)How much time it will take to get confirmed selection mail and further process upto joining?
(2) They will call for salary negotiation or not?
(3) Upto what range they negotiate?
(4) What will be the salary negotiation range for 6 years experience person having 9lpa is the current package?

Does EY care if you’re CPA?

Hello Fishes,
One query, I have received an offer letter from Wipro (Career Group: C1) with package of 28 LPA, out of which INR 420000 is allocated as 'Variable Pay' which will be paid on quarterly basis'. Need to know how much % would generally be paid out? Is it 100% or less as per the individual/organization performance.

How much TCS will offer for candidate with 3.3 YOE and technology MSSQL and SSIS with package in old organisation around 7lk

Mood today is reflection. What’s the biggest challenge you have faced in your life? How did you overcome it?

Any ladies in Chicago this week?

Hey, can anyone mention the gross pay for a BO Associate in Canada?
TIA

Need 11 likes to DM
Thanks in advance!

Got offer from coforge.
Test Specialist role.
Is the test Specialist role equivalent to manager and
Is they provide work from home?

How long does coforge take in order to release the offer?

Has anyone else hit the airplane mode button on their laptop when they get asked a hard question by the client they simply cannot answer. Hoping someone else will answer while I get "reconnected".

Can anyone help me wrap my head around this post Series C start-up equity offer? It’s an IP director position, the the base is $170 with 10% bonus (both lower than I was expecting). There’s also an equity component: 0.15% of current fully diluted equity. This equates to about 30000 shares at a strike price of $2. They also indicate the preferred stock price is $6 and preferred stock equity is $188k (whatever that means). They are in the middle of a new financing and valuation round.

I’m work Operations for ML and am looking at Investment Banking roles at ML in New York, any advice when applying that could help me?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

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

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

Feels great when you transition with people from clients to good friends 🙂

What is your favorite way of winding down during the evening when you get home?

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

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.

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

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."

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

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

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

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

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

Trying to build my book and I’m making good connections but not finding any immediate opportunities. Do you cold call or rely on referrals to build your pipeline?

*** 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.

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.?

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.