Your membership is pending review by Bowl Admins

Posting as :

an Assistant Vice President, Financial Advisor

▸ Leap to Independence (True Hybrid)

You are currently posting as works at Assistant Vice President, Financial Advisor

I'm leaving a bank to go to a hybrid I know that outside of that not sure who to call any input?

2 reactions

Posting as :

works at

You are currently posting as works at

Posting as :

United Planners Financial Services 1

You are currently posting as United Planners Financial Services 1

You have to talk with United Planners. They allow you to custody your IA AUM with Schwab/TDA/TCA, etc without having to be your own RIA. If you want to, you can take on that stress, but easier to plug and play and get best cost and execution for your clients. Call 800-966-8737. A great firm and their Partner Development Team will walk you through your options quickly to see if it’s a good fit for all parties. If not, they can help you find a firm that fits your needs... as they’re just good people!

1 reactions

Posting as :

Riskalyze 1

You are currently posting as Riskalyze 1

Why are you leaving and what would you like your perfect situation to be?

1 reactions

Posting as :

a Founder & CEO 1

You are currently posting as Founder & CEO 1

Depends on your book you can bring over and the type of practice you have.

1 reactions

Posting as :

an Associate 1

You are currently posting as Associate 1

Have a look at Third Seven Advisors, based out of NYC but have a national offering. Access to curated direct investments (both late and early stage), branding and marketing team and concierge relationships to help you differentiate yourself. There is so much that they have to offer and the best tech around as the leverage it all out of the family office space, so less restrictions and more customization, with all the same integrations. You can custody at Pershing/TD/CS/TCA/fidelity. Brand as TSA or build your own brand. Honestly, the options are endless. Call Matt on 9174036284 for a quick chat or email fotheringham@thirdsevenadvisors.com to get some more info

Posting as :

a Project Manager

▸ Engineering

You are currently posting as works at Project Manager

Hi Fishes

In spite of having applied for many jobs at Citi (including the referrals), I have not got any calls from Citi.

I do not understand what's wrong with my profile ! I do get calls from other Captives but not from the Citi.

Are there any hacks to get calls from Citi ? Citi @citibank

3 reactions

Posting as :

works at Tata Consultancy

▸ Engineering

You are currently posting as works at Tata Consultancy

Hi All,

I have a digital tech assessment (mcq) for salesforce dev role in Accenture. Does anybody know what type of questions are asked in this?

Thanks

Accenture

1 reactions

Posting as :

works at Cognizant

▸ Analytics

You are currently posting as works at Cognizant

Hey Guys

Can someone from Citi Help me out in referral

1 reactions

Posting as :

a Managing Consultant

▸ Technology

You are currently posting as works at Managing Consultant

Recommendations on the best podcast, book, or other medium to learn more about “entrepreneurship through acquisition”?

2 reactions

Posting as :

a Senior Product Manager

▸ Product Management

You are currently posting as works at Senior Product Manager

What tool/ paid website do you use for roadmap planning? Looking for something to present to the uppers.

5 reactions

Posting as :

works at Virtusa

▸ Engineering

You are currently posting as works at Virtusa

Hi Folks can anyone tell me about job security in virtusa

Posting as :

works at Capgemini

▸ Strategy

You are currently posting as works at Capgemini

Hows job security at Novartis?
Please help

Thanks in advance
Novartis

2 reactions

Posting as :

works at EY

▸ Advisory

You are currently posting as works at EY

Would you consider being an entrepreneur? Why do some people want to be entrepreneurs and some don’t?

2 reactions

Posting as :

a Strategy Manager

▸ Advisory

You are currently posting as works at Strategy Manager

Community Builder

Struggling with a decision. Just started a new role with good manager and WLB within healthcare technology. But another large tech firm/cloud/software reached out and willing to pay 20% more. Not sure what the WLF is for this other role. Should I take the better paying role?

1 reactions

Posting as :

a President

▸ production

You are currently posting as works at President

Anyone else hearing from multiple WOC who had their Times Up RSVPs cancelled after the fact?

Posting as :

a Full Stack Engineer

▸ Engineering

You are currently posting as works at Full Stack Engineer

YOE: 2+
TECH: NodeJs, Golang
PREF LOCATION: Bangalore
CCTC: 4.29LPA

Cognizant IBM EY PwC KPMG Persistent Systems Limited Wipro Deloitte

Posting as :

works at Clevertize

▸ Other (non-Software)

You are currently posting as works at Clevertize

Anyone that can give a referral for a content operations role in Hotstar?

2 reactions

Posting as :

works at Larsen & Toubro Infotech

▸ Engineering

You are currently posting as works at Larsen & Toubro Infotech

I have a experience of 3 yrs as a Quality Analyst and 1.5 yrs as a Business Analyst. Also I am about to complete a PG program in Data Science and Business Analytics and now I'm seeking opportunities as a Data Analyst. CTC in my previous job was 5.3lakhs.
How much CTC should I expect in my switch as a Data Analyst or rather according to the market standards what should an ideal CTC be for a person with my experience.

2 reactions

Posting as :

works at ZS Associates

▸ Analytics

You are currently posting as works at ZS Associates

What happens to remaining paid leaves and sick leaves after year end, that is 31st Dec. Do they lapse or get added to next year's leaves or is it compensated?

1 reactions

Posting as :

an Investment Banking Analyst

▸ Investment Banking & PE

You are currently posting as works at Investment Banking Analyst

Has anyone heard anything about the culture at SK Capital? Can't find much info online

1 reactions

10Y

Posting as :

an Experienced Audit Associate

▸ Assurance

You are currently posting as works at Experienced Audit Associate

Got offered 115K with 25-30% bonus for a fund accountant role with 3 years of public experience. Is that normal? Seems like really high. I live in NY to clarify. Combination of Big 4 and midsize experience. What’s the normal salary range for ppl in that range?

3 reactions

Posting as :

an Associate Creative Director

▸ Creative

You are currently posting as works at Associate Creative Director

Any thoughts on these management consultancies getting into the ad game? I’ve seen Deloitte and Accenture posting for creative talent. https://www.campaignlive.co.uk/article/karmarama-that-consultancies-shaken-agencies-creativity/1735464

Posting as :

works at Strategy&

▸ Strategy

You are currently posting as works at Strategy&

Attorney 🐠 - my female SO is moving over to big law in the coming weeks. Need ideas on gifts. Any suggestions? Thanks in advance!!

2 reactions

Posting as :

a Senior Financial Analyst

▸ Operations

You are currently posting as works at Senior Financial Analyst

Is anybody familiar with the CIA challenge exam?

I am currently a CPA debating if I should work towards a CIA certification.

If I read this correctly I can forgoe some of the CIA exam since I am already a CPA. Is this correct?

2 reactions

Posting as :

works at KPMG

▸ Audit

You are currently posting as works at KPMG

Bowl Leader

Hello friends l!! Each one of you can post the industry specific related jobs in the bowl!!

Additional Posts in Leap to Independence (True Hybrid)

Posting as :

works at United Planners Financial Services

▸ advisors and asset managers

You are currently posting as works at United Planners Financial Services

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

2 reactions

Posting as :

works at Raymond James Financial

▸ advisors and asset managers

You are currently posting as works at Raymond James Financial

I affiliated with Raymond James roughly a year ago and I love it. I came from Ameriprise and it is night and day! I enjoy branding my company and have the support of a great firm.

7 reactions

Posting as :

works at United Planners Financial Services

▸ advisors and asset managers

You are currently posting as works at United Planners Financial Services

Share your story, and why you’ve chosen to work with your firm or custodian here. So many BD’s force their clients onto expensive platforms. Raise awareness and help reduce client fees.

Posting as :

works at Raymond James

▸ advisors and asset managers

You are currently posting as works at Raymond James

I’m looking to hire a junior advisor in the Plano,Tx area, whom is licensed and preferably has a small book.
Compensation DOE....PM if interested.

Posting as :

a Wealth Management Advisor

▸ advisors and asset managers

You are currently posting as works at Wealth Management Advisor

I'm leaving an insurance bd. Confused as to whether I create IRA and partner w BD as hybrid, or join indie bd for hybrid . Payouts net of fees/grid similar from what I've seen. Help!!

4 reactions

Posting as :

a Financial Advisor

▸ Financial Advisors

You are currently posting as works at Financial Advisor

Is it possible to be an RIA and a Mortgage broker or is that prohibited?

Posting as :

works at JPMorgan Chase

▸ advisors and asset managers

You are currently posting as works at JPMorgan Chase

How's everyone doing? Im a Private Banker, doing my homework to become an advisor. But I might not take the bank road. I spoke to EJ and PRU. Will you give me an advise on where should I start???

Posting as :

works at Edward Jones

▸ advisors and asset managers

You are currently posting as works at Edward Jones

Is Commonwealth good as advertised??
It just seems to good to be true. ( all the top ratings in JD Power etc)
Edward Jones also has excellent J.D. Power scores but we definitely have issues.........

Posting as :

works at Raymond James

▸ advisors and asset managers

You are currently posting as works at Raymond James

I’m looking to add an insurance rep to my team. My practice is located in the Dallas-Fort Worth metroplex. Based on productivity, this position would likely grow into a salaried financial advisor role within our practice.

1 reactions

Posting as :

works at Riskalyze

▸ sales & trading

You are currently posting as works at Riskalyze

DOL, fee compression, and the top down push by advisory firms to have their advisors stop managing money and focus more on attracting and retaining clients pushed/pulled my career into Fintech

1 reactions

Posting as :

works at Morgan Stanley

▸ advisors and asset managers

You are currently posting as works at Morgan Stanley

Anybody have series 24 study materials???

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.

New to Fishbowl?

"" is an unusual email domain. If correct, please proceed to the next step

Enter work email

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

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Related Posts

Additional Posts in Leap to Independence (True Hybrid)

New to Fishbowl?

Trending Topics

I'm leaving a bank to go to a hybrid I know that outside of that not sure who to call any input?

Why are you leaving and what would you like your perfect situation to be?

Depends on your book you can bring over and the type of practice you have.

Related Posts

Additional Posts in Leap to Independence (True Hybrid)

New to Fishbowl?

New to Fishbowl?

Trending Topics

New to Fishbowl?

Embed this post

Download the Fishbowl app

Sign up for free to view this conversation on Fishbowl

Sign up for free to continue using Fishbowl

For account settings, visit Fishbowl on Desktop Browser or

General

Legal

Download the
Fishbowl app