I’m looking for advice on career path. I’m interested in becoming an advisor (studying for CFP) coming from 3 years in hybrid FP analyst and paraplanner role. My team is located in CA and merged with a larger WA practice (both Ameriprise), however I live in Mass. Is it realistic to be a fully remote FA? Time zone not an issue. I really like my company and team, and there are FAs looking to give clients. I know I can find another practice in MA but I’d prefer to stay with my company. Thoughts?

Any downsides to leaving a “Counsel” role and moving into a “Legal Affairs” role? Still practicing and representing the company, just a difference of titles, so core work remains the same - what do you think?

Countries such as Turkey, Israel, Sweden, Spain are hiring aggressively. A simple LinkedIn search of your prospective role in these locations should give you an idea

Hi @Meta fishes! Interviewing for a M&A Finance Manager role and would appreciate any insights into the interviews, recruiting process and tips to succeed. Thanks in advance!

Hey folks
I’m thinking of applying for the position of associate product manager 1, having an experience of 2.5+ years. What is the salary package I can expect ?

I have my salary discussion today. Can you please advise the avg package for the associate manager in SCB. How is this role placed in the hierarchy? My total experience is 5.7 years

Hey everyone. I am thinking about leaving PwC for a role at small company with about 40 employees where I'll be working directly for the VP of finance. I'll be implementing netsuite, accounting and

Does any of the big4 firm allow working remote from Canada/ overseas? Any policies that restrict that?

Need suggestions please.

I’m a breast feeding momma trying to find a wfh because pumping at work is too much. So for right now I’m working as a banker looking to work at a fintech company. Doing something in operations or finance. I have about four years of banking experience and three years sales. Any suggestions of fintech companies or what positions I should be looking into?

Is Capgemini Bid Manager for IT and Cloud a good role??

Level C1:C2 What should be an ideal package??

Hello is anyone willing to provide an Atlassian job Referral for US/Canada jobs?

What can I except a product manager role interview questions to be?

Are marreid people more happy to WFH?

Hi everyone - I made it to the final round of interviews with Amazon for a Program Manager position. They initially asked if I would relocate and at the time I said yes - however, due to my husband’s new job I’m no longer able to relocate.
Has anyone ever negotiated to work remote for Amazon?

Traveling rajasthan alone in Dec, any recommendations? First time in India

What books do you recommend to help become more persuasive?

Hey IBMers/ex-IBMers,

What is the designation hierarchy in IBM GBS for someone joining as "Advisory Technical Services Specialist" at "7A" band?

Like I would like to know what will be the next designation/band once for me if I get promoted?

YOE: 6 yrs.
Tech Stack: Testing

Thank you in advance!

Hi - Is there any cut-off day/date each month, by which Managers need to confirm their choice of Promotions in Workday ? For eg : ESP cycle changes need to be inputted by 15th and are confirmed on the 20th, I have been informed.

Is there any such days/dates for confirming promotions on Workday ?

If anyone wish to re join IBM, what is the minimum gap one should have to take ?

Product Manager in SLC average? Well established tech company

Has anyone found a co-founder(s) for their new venture ideas from this group?

Hey does anyone here run their own Facebook ads? Have a few questions regarding specific bm account structures. Always love connecting with others in the internet marketing space!

Any coders here? Does anyone happen to have the AAPC study guide for 2022 and would be willing to sell? Thank you in advance

Getting ready to study for the CAMS exam. Do I need anything extra besides just studying the study guide and practice exam over and over. I’ve read online about people using AML assassin; is it worth it?

Hi All,

What is the advantage and disadvantage of working in SAP labs as external worker

Hey hey you old fogies 😂

has anyone made the jump from hospital administration to healthcare consulting?

What book would you recommend? For a SCM professional :)

Early in my career and feel like I’m in environments that are really struggling in their SCM development. I would love to spend some time in an org that has good practices to get first hand experience in action. This way I can be better prepared to help clients from a practical perspective. What orgs do you think fit that?

Is anyone spending an abundant amount of time evaluating and tracking quarantine cases, attending internal Covid updates and other tasks associated with Covid at work ?

What books do you recommend to help become more persuasive?

Characteristics/actions of the worst manager you've worked with?

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

How much did you spend on client lunches/dinners last year? I’m at $3,600.

do you guys ever feel like you're just going through the motions? gym. work. dinner. sleep. what are your exciting hobbies/after work activities?

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

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.

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."

Looking to buy/merge/partner with an advisor in TX

Should people be fired for lack of people skills?

Signs someone is not cut out for this industry?

I need some good career-development or finance-related books, anyone got any recs?

If you were in front of a prospect and you had to explain the benefit to THEM with dealing with an advisor at an Indy firm vs a wire what would you say.

Client did coke 2 weeks before life exam and he tested positive and was declined Any suggestions on carriers?

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?

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

What is your close ratio with walk ins/call ins?

My dials are getting better. But one thing I' m struggling with is the follow up call. I don' t even know what questions to ask. Any ideas?