I’m three months into the role (have never advised before) and haven’t been given a client bank or leads; the gig is completely self-gen.

What tips do you have for client acquisition in lockdown?

I'm not hung up on PE/buy side exits, not closed off but nbd. Would be just as happy to stay and make MD (or exit into corp dev if I want an easier life when I'm older)

My dilemma:

I'm at a LMM investment bank. Can get crazy sometimes, but otherwise chill. Typically done around 7-9 pm, had maybe three 1 am nights. Haven't worked a weekend in over a month. Fridays almost always done at 5 pm.

Have an offer at a reputable MM bank but probably pretty sweaty. Worth the move?

Hi, anyone from PwC here and ready to provide a referral for my wife for a testing role posted on LinkedIn? Thanks in advance.

I am a direct private lender. I offer fast and reliable loan at 5% interest rate with no prepayment penalty. I can close a deal within 3-7 working days.

Do you have any project/deals that needs 100% funding?

-Jeremy

Anyone can refer me for an ESG entry position?
I have an extensive background in math, environmental science and coding! (Msc Poly NYU) Have technical consulting experience in private and public sector but not much experience in financial industry!
Any lead would be greatly appreciated!

I accepted an offer from Cognizant for a consultant position a little less than a month ago. My joining date is 5th September and I would need visa sponsorship. I have completed my pre joining formalities and background verification. The thing is I haven’t heard from HR in a while and no update as yet on visa sponsorship process. Should I be worried?

Hi, is there any openings for entry level UX role or an internship in Ui Ux. I can join immediately to learn. I have 1.3 year of experience as a Software Developer

Because of this sub, every time I see a dog now, I subconsciously think the owner is going to ask me for a referral.

Are there any openings in enterprise profitability team in PWC sdc?

Why are there so many Private Client Advisor positions/ Private client Banker positions open?

Hi,

I am about to join Amazon team in del18 -B&M Sites suppose in case if I don't like the work can I request them to change my role to some other department in 1-2 months also any insights about this role?

Management consultant evaluating an offer from Google’s Go-to-market team (Strategy & Operations) in India. Two questions:
1. Given it’s an internal consulting role, are the hours equally bad / worse than consulting firms?
2. Is it virtually impossible to move to a product ladder after spending 1-2 yrs in the role?

DM me for WAS administrator role in IBM.

Looking for Dot Net + Azure or Logic Apps skilled professionals between 3 to 9 YoE.

Hiring for Deloitte. Prefer someone based out of Bangalore.

DM me for more details.

while at a client, i saw a member of our leadership that i normally don’t, and gave him a hug. no idea why. didn’t feel super awkward, but i can’t stop kinda self-cringing about it.

How to avoid immediate staffing after completing the one project?
Somebody advice on this please.
I literally need 1-2 weeks bench/off time.

Any fish from LEK London willing to refer? Currently interviewing with other top consulting firms in London and keen to pursue LEK
YOE: 6
Appreciate the help!

We have a big project going on and I am the only point person(initiate it, did lot of work, and knows the deets well), seems like my mgr wants to get a headcount. But I want to use this opportunity to get promoted, how can I get this across? Mgr is new(they fired my old mgr), mgr’s mgr is new too(re-org). So not sure if I should/can make a case, or how.

What are your tips on convincing a fellow employee not to switch agencies? I really don't want to compete with them

Hi guys,

How's ZS Risk and IT compliance team ? How is the work life balance and work culture?

How much can I ask for ?

Currently working in a Big 4 having 2.5 years of work experience.

Current CTC : 6LPA

Any update on this front is highly appreciated.

What credit card to you recommend pairing well with chase sapphire preferred for maximizing redemption? Pretty new to points and def don’t know a lot! I’m considering one of the Marriott cards bc we love Marriott or an Amex one! Any ideas appreciated 🤗 TIA!!

My joining is on 16th November. I haven’t received any credentials or login details. My BGV and all the documentation is complete. Can anyone tell me about the onboarding process? Will I be getting any credentials or something like that?

I am interviewing for an agency and they haven't extended any offers but want me to provide them with all sorts of documents. Is this sus or am I just overtly wary?

I have been invited to move up to the junior partner level in my mid-sized insurance defense/medical malpractice defense firm, but the terms essentially make me an independent contractor. What does your firm's junior partner track look like? I have been offered 50% of all income brought in, but I have to deal with my own insurance, pay all my own benefits, and handle my own insurance. Is this normal?

Just curious- how many 🐠 on this bowl are on OPT/ h1b (H) and how many have GC/citizenship (C)?

PwC Pricing and Profitability practice. Senior associate offer at $123k plus 15k sign on. Offering another 7.5k if I agree in 24 hrs. Any advice where I should land?

Please can anyone from Disney assist with a referral

Hi Fishes
I have an offer from GlobalLogic , can anyone please share reviews of this organization .
Thanks

Assuming personal interest in each agency’s work is equal, any benefits or advantages to joining one of the three over the others: SEC, DOJ (antitrust, market integrity, etc.), or FTC?

Entering my 15th week unstaffed for the year. Does Deloitte do layoffs for low utilization? Mine is around 60%

Is January the longest month ever or what…?

Men any intel on well made white shirts around $100 that aren’t see through? My maker just made their shirts more transparent and lost my business sadly. TIA!

Anyone have any recommendations for a good exterior car wash?

Looking for some other options in performance reporting from fellow RIAs, who DON'T have integrated solutions with their custodian. Currently using IAS. They cost me about 6k-7k a year. Fed up.

Should people be fired for lack of people skills?

Trying to gauge what everyone is giving to their sales assistant for the holidays?

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

Talking to an older advisor at diff firm who minimal serviced book for years. Assets are $100m+ but bulk in one fund family, so low rev A trails. Anyone ever tackle a biz like this? Find opportunity

I think I’m addicted to diet soda. I don’t drink coffee or alcohol but probably 60 ounces a day give or take. I drink it for every reason (or excuse) you can think of. Continue...

Is the CFA worth the depressing 3+ years of studying?

Is it me or did they just scrap the DOL law?

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

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 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?

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

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

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

What is the most expensive thing you have ever bought? How much did it cost you?

The fact that so many state systems still run on COBOL is crazy.I thought my firm had bad tech, but at least is not COBOL with

Having serious sleep problems, on and off been about two years now. Recently had an episode of extreme dizziness, diagnosis is vertigo. Been two months, still feel it from time to time.

Best non-fiction book you have read?

*** 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.

Best technology to use that LPL has?