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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 Partner

▸ Law

You are currently posting as works at Partner

Can anyone provide some insight into working as an attorney with Zurich North America? Looking to leave an ID firm and have an interview with them. TIA!
(Cross posted in 2 bowls)

Posting as :

a Software Developer

▸ Engineering

You are currently posting as works at Software Developer

Hello there.
I am a junior front end developer(2+ years) and doing my Masters in Information Systems now. How possible is it to find a remote job at UK?? Living at Greece and working for company at UK. Except freelancing...

2 reactions

Posting as :

works at Deloitte

▸ Strategy

You are currently posting as works at Deloitte

EY future colleagues, what’s the range for an experienced SM hire (I assume it’s the same as Senior Director at EY)? SM4 at Deloitte so not sure what SM level I will be getting an offer for next week. How much sign on bonus to expect and annual bonus range?

3 reactions

Posting as :

works at ZS Associates

▸ Strategy

You are currently posting as works at ZS Associates

What is the ballpark in-hand salary of a 1 yr. BOC transferring to the US from IN?

1 reactions

Posting as :

works at Cognizant

▸ Other (non-Software)

You are currently posting as works at Cognizant

Hi SFishes.

India.

I have 2 offers for Salesforce tech, total yoe - 8yrs.
1. Deloitte usi - senior consultant
2. Salesforce - senior tech consultant.
Both are offering same package.

Which one should I prefer for long term association. Factors - WLB, WFH, Growth.

@salesforce Deloitte USI

2 reactions

Posting as :

a Senior Consultant

▸ Advisory

You are currently posting as works at Senior Consultant

Conversation Starter

Hello lovely ppl - could someone from Oliver Wyman and/or Roland Berger want to chat about their experience working there?

2 reactions

Posting as :

a Regional Manager

▸ Financial Services

You are currently posting as works at Regional Manager

Hi, any consultant freelancing in Dubai? How do you go about finding gigs ? LinkedIn? Recruiters? Your personal network?

1 reactions

Posting as :

works at Wipro

▸ Technology

You are currently posting as works at Wipro

Got an offer from IBM.
Has anyone joined recently in IBM Coimbatore location?.

IBM has office in Coimbatore, planning to get Coimbatore as base location while joining.

Please comment.

1 reactions

Posting as :

a Consultant

▸ strategy

You are currently posting as works at Consultant

Question to fellow Rep 🐠, how are you dealing with “go back to where you came from” language? I’ve been a lifelong R, but as a 1G immigrant, it’s way too clear of a direct attack against me to vote R

7 reactions

Posting as :

a Consultant

▸ Technology

You are currently posting as works at Consultant

Have you ever not eaten for a really long time but just can’t? I’m tired and hungry but there’s some sort of...wall. I can’t get myself to do it. Not anorexic, I’m chubby, but...anxiety.

Posting as :

a Senior Consultant

▸ Advisory

You are currently posting as works at Senior Consultant

I can’t keep up with the pace of consulting. Is there something wrong with me? Is there room in this world for someone who just wants to slow down?

3 reactions

Posting as :

an Audit Senior

▸ Audit

You are currently posting as works at Audit Senior

Anyone gone through the CFI’s FMVA certification program? Is it worth it for FDD?

1 reactions

Posting as :

an Associate

▸ Advisory

You are currently posting as works at Associate

How long does it take in tcs to complete the bgv? When can i know whether it is completed successfully or not?

1 reactions

Posting as :

an Art Director

▸ Creative

You are currently posting as works at Art Director

Boss is cool giving me some minor additional responsibilities on projects (delegating to other creatives, leading client presentations). How can I parlay this into a promotion to Senior AD? Or ACD?

2 reactions

Posting as :

a Consultant

▸ Strategy

You are currently posting as works at Consultant

Got an offer for 180k + 40k bonus for a SC role in Dubai at a T2/T3 shop. Is this competitive?

7 reactions

Posting as :

a Business Development Manager

▸ account management

You are currently posting as works at Business Development Manager

Hi everyone!

I made a Germany bowl if anyone wants finetuned convos about Germany:

https://joinfishbowl.com/bowl_gn0gl

1 reactions

Posting as :

works at Larsen & Toubro Infotech

▸ Engineering

You are currently posting as works at Larsen & Toubro Infotech

LTI is Hiring for below Cloud /DevOps - BU Positions !!

Interested plz DM with job codes and email id to apply

**Immediate to 30 days joiners will be preferred**

1 reactions

Posting as :

works at Techadhoc

▸ Engineering

You are currently posting as works at Techadhoc

Hi Fishes,
Could you please suggest about the @Airtel Africa lab work culture.
Is it good company to join for work cultural ,growth , insurance and HR policy

Posting as :

a Physician

You are currently posting as works at Physician

Orthopods or others out there have suggestions for rotator cuff pain?

5 reactions

Posting as :

a Solution Architect

▸ Project Management

You are currently posting as works at Solution Architect

Any referral for fresher for 2018 passed out.Learned few IT tech stack and looking as a Fresher in Cognizant?????Cognizant

Additional Posts in Leap to Independence (True Hybrid)

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 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 Morgan Stanley

▸ advisors and asset managers

You are currently posting as works at Morgan Stanley

Anybody have series 24 study materials???

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

▸ 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 :

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 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 :

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?

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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.

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