I'm in private banking. Which is better for tangible and intangible benefits? CFA or FRM?

helpful
Posting as :
works at
You are currently posting as works at

Cfa- dont waste time with frm unless youre going into research

like

Related Posts

I’m a physician assistant with interests in technology. I’m well versed in epic. I’m looking to leave clinical medicine, what kind of roles are available with epic?

like

I’m looking to hire a former Ed Jones/Ameriprise FA in the DFW metroplex that wants to grow their business, learn holistic planning without the unrealistic sales quotas with opportunity for equity ownership of their book. Base Salary, (DOE) health insurance and benefits available. PM if interested.

like

Hi all,

I'm currently working in enhancement projects!

I had worked previously before in support project and a bit of development project also.

Can anyone help me how can I go about learning all .net related technologies and what should I focus on?

My daughter is a recent graduate, in English Major, lives in NY and needs advice on career. I mentioned that she could do with having someone as mentor and of course someone local would be far better than someone remote and outside NY area. Any suggestions welcome!

like

Any professional engineers turned professors here? What drove you to make that switch and did it work out how you thought it would?

like

Anyone here familiar with the medical records field reviewer positions at Change Healthcare? Looking to get a little more info on schedule, workload, and pay specifically. TIA!

like

Looking to leave my auditing position with only 3 months of experience... I'm in a relatively small firm, and my manager's micromanaging is insane... Want to go into advisory, any advice is welcome.

Hi fishes,
My sister is completed B. Com - 2022 passed out.

Which is the best domain for her, if she want to move to IT industry.

*Data science
*Aws, Devops
*Oracle SQL. PLSQL

like

What do you guys think about a career in investor relations / capital formation for a decent size PE. I think principals get carry.

like

Has anyone taken the SASB FSA exams? Any advice?

like

Hi all, Anyone out there certified for a associate google cloud engineer certification, may I know the difficulty level and exam point of view setup

Thoughts on joining ZS at AC level
versus Deloitte Human Capital Consultant level
versus capgemini Sr consultant in workforce transformation?

Total comps? Culture? Career advancement?

like

Has anyone made the transition from non-profit and small firm practice to federal government, big law, in-house? I’m a special education parent attorney at a small firm and I’ve spent my legal career in the education and juvenile areas of the law working for 2 non-profits before ending up at the firm. However, I’m just exhausted, unmotivated, and and looking for a change. At this point (6.5 yrs of practice), is that type of transition even possible or am I stuck due to the practice area?

like

Wonder if anyone can offer advice on which cert to pursue next? I obtained my CompTIA Security+ last year and wondering if I should go for the CySA+ or Pentest+ next. I also have my AWS CCP and will be sitting for the Solutions Architect soon as well. Currently not doing security stuff at work but would love to keep my skills going. I was hoping one of these next certs will help me finally break into a security role and love the idea of pentesting but not sure if the CySA+ is more beneficial.

like

Partners, need some career advice. I'm in a niche BU at a big 4 focusing on risk related to certain cutting edge innovations in my industry (intentionally being vague). I'm being heavily recruited by a competitor firm to jump. I have just over 6 YOE, looking to promote in a little over a year (which would still be early at my current firm). To clarify, I'm not looking to leave, but will never say never. Firm looking to poach talks big game RE comp (potential to double my high 100s salary). Cont.

likehelpful

Is it realistic to go solo in the healthcare law space? Or do boutique firms have a hold on the market?

I’m set to finish my Google data analytics certificate by the new year. What’s some good advice on getting a job, salary expectations, and further developing these skills?

like

Joining a group that specializes in incident response. Any recommendations on things I can do this summer to prepare on fundamentals/certs?

like

I got an offer from Natwest. My current company is accenture and they are offering me to promote as an assoc manager if i take my resignation back. Shall i consider it? What whould i prefer Nat west or promotion in Accenture. How much hike accenture gives while promoting? Any inputs?

likehelpful

Do we get a timely exit in PwC SDC in 15 days during probation period? or does it depend or our manager?

note - I’m yet to join the company, just want to know if it’s a smooth exit or they can keep us as long as they want?

like

More Posts

Who feels this way sometimes? Haha

Post Photo
likefunnyupliftingsmarthelpful

when does BCG plan to return to office/client sites? specifically in the US. will training be in person? I'm vaccinated so would prefer not to wfh

like

Tips for desk research heavy projects (lots of reading, processing and synthesising information): how do you do it? Are certain meds better/worse? Modafinil feels better for reading and processing info but stimulants better for focus and executing tasks.

like

We are trying to change plan. What you’ll think about Aetna EPO, heard it pays 100% for IVF? Currently on BCBS not much benefits if we would want to skip IUI and jump to IVF. Any suggestions here would be helpful. Thank you.

like

Hi, Can someone guide me which product based companies are good for a linux administrator with 4+ years experience. It will be helpful to move forward with clarity.

like

Curious if anyone else is or has been in the same boat. I started as an assistant at an entertainment law firm prior to passing the bar. Upon passing, the partner told me they would hire an assistant for me since I now became an associate. That was 1.5 years ago and I am still in the limbo of juggling my own workload + doing assistant roles for my supervisors. I have also had no increase in pay, which is a huge deal for me. Is this normal in the entertainment world? Any suggestions?

like

I have heard there is some HR policy that boomerang/ returning employees are taken back on the older salary. Can someone please share more details about the period of applicability and exceptions? Thank you.

like

New writer on an account. Being pitted against the other existing writer on the account for every project. They take it very personally if my work is chosen over theirs

Is getting a masters worth it? Would pursuing a masters degree earn me any hike in my current job (current role: data analyst)?

helpfullike

Hi all, currently a senior in undergrad at a target school who is looking for a referral to Oliver Wyman as I apply for FT positions, any help would be great! Happy to share resume or any helpful info as well

like

I recently got promoted to Assistant Account Manager after being at an agency for around 6mo. I enjoy the people I work with but I realize that I want to pivot into a more creative/strategic role. Does anyone who has made this pivot (or know someone who has) have any advice?

likefunny

Needed a referral at Target, I have the job id wid me.
Thanks in advance!!

likeupliftingfunny
like

Hi Fishes I need 11 likes to dm individually..can you guys please help me in getting that..
Thanks

like

Hello fellow fishes, currently I am working as an Information Security Consultant and wanted to switch my career into Cloud Security.

I have around 6+ years of experience in Information Security which includes ISO 27001, NIST CSF, SOC 2 and PCI DSS.
I have also done some cloud certifications such as AZ-900, AZ-500, AWS Specialty Security and currently preparing for CCSK and CCSP.
Can anyone provide with any suggestions through which I can switch my career.

Bachelor party recommendations in Vegas ?
Group of 5 planning. TIA

like

QS Filled the last daily gap - may be a good entry technically.

Will try to post some charts tonight.

like
like

Hi folks, Could you please help me with the referral in JPMorgan Chase and Morgan Stanley for below experience and tech stack.

YOE: 5.4 years
Tech stack: Java, Micro service, Azure, Spring boot, Angular, Groovy

TIA !!

Additional Posts in Private Banking

What is total comp for year 1 associate level banker at JP Private Bank

like

What was your path to PB?

like

So, what’s private banking all about? Differences from investment banking, hierarchy, compensation structure, work-life balance, etc.

like

Any advice on how to segue from data science to investment management? Working for an CRM (customer relationship) focussed AI (artificial intelligence) firm currently, and keen and passionate to work in the wealth management industry. Bachelors in mechanical engineering, masters in financial Analytics, CFA candidate.

like

What’s the expected comp range at UBS, NYC office, for an executive director position, 22 years of experience?

like

TD Bank Private Banking/ Private Client? What’s the real comp structure? Glass door says $150,000 to $200,000 base with $150,000 to $300,000 commission/bonus.TD

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal