For those looking to pivot, Canadian Coast Guard is looking.... Goodluck!
Hello, want to know if my salary of 115k is reasonable for my position? Background: 26 years old, 3 years industry experience, SIE, Series 7 & 66, AIF, and over half way through my CFP. I am part of a team around 500M AUM and in next few months I will have officially been with my RIA firm for 2 years.
My title is associate advisor. Thank you!
Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.
Anyone in N Atlanta looking for a partner so you can eventually transition to Pre Retirement and Retirement? I am 25 years in business, CFP and 90pct fee based and looking to add the right fit.
Alright gents, quick opinion how valuable is a WMCP & Chfc designation
Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA
More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speak Spanish Portuguese.
What’s your take on including an alphabet soup in your signature? Which of your designations do you intentionally exclude and why? ex PhD, JD, MBA, CPA, CFA, CAIA, PMP, PMI, CIMA, CFP, etc etc
Anyone know of firms with the Los Angeles area that help you and encourage you to attain the CFP? I’m finding it hard finding local firms that have career trajectory from Client Servicing to full Advisory work.
I’m willing to pay for self study and take local classes but would love and appreciate sponsorship.
Any advice in general for making the jump from more client servicing to advisory would be greatly appreciated.
Ideally I’d love to make my way towards either an Advisor or Strategist.
If you're in an associate financial planner/para- planner role, would you mind sharing your annual income, bonus structure, and location. I have 12+ years of financial services experience and am a CFP, but my pay keeps dropping as I follow my "passion" - feeling a bit defeated at the moment. Thanks!
Is it worth to get an MBA? I have my CFP already and see I can get the degree online at Murray State by completing 8 total courses. Is it even worth it? other university’s that give CFP credit?
Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?
Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all
I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?
What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?
Any CPAs that have also taken the CFP exam and switched to being a financial planner? Considering a career change because work/life balance doesn't exist in public accounting.
Is becoming a CFP worth it? I’m considering going for it. I work at a family office and am already a CPA. Want to learn more about financial planning and think it may help market myself. TIA!
Can anyone provide insight on comp for a Financial Planning Associate with Vanguard in DFW? Hold my series 7/63 and towards the end of my CFP
Talk to me about side effects from progesterone. I’ve been on suppositories for 2 weeks in my TWW and im having the WILDEST side effects but also similar to pregnancy. I have the CRAZIEST dreams about peeing myself, helping Whitney Carson give birth in a bus. You name it I’m dreaming it. I also feel like I smell horribly. Like a new scent
How would you use Glassdoor salaries? I am a sr analyst with 2 years in sr role & 5 years total experience.
A) Look @ Sr positions w/ 2 years experience (since I've been in role 2 years)
B) Look @ sr positions w/ 5 years experience
Thoughts & explanations?
Has anyone here ever gotten a liquid facelift? I’ve never gotten anything before so I’m curious whether this is too aggressive to start with. If you got one, what did it cost? How much upkeep?
I am so confused on whether to take onsite or join jp morgan.
I don’t want to leave either.
Are there any recruiters who are currently actively looking to fill roles within start-up like companies? I have a background in accounting/compliance and was wondering if there were any start up companies within open roles in that space. Additionally, I’m also looking to connect with recruiters who are looking to fulfill account/compliance roles in general. Okay please reach out if you can help me get visibility with your clients. Thank you!
Mgr working in EY - received RFE for H1b amendment for new work location... ey immigrtn team has been of no help - they sent a rfe template to fill - anyone share experience how to complete rfe doc
I just got an offer from Fidelity International for Application Support Role ( skill Java, spring) the Post they are offering is Analyst Programmer.
Total yoe is 3years.
Current ctc 4.35lpa
How much hike should I expect. How is the wlb in FIL.
Is it good to join as a Tech guy in FIL?
What is the best thing you learned in digital that you wouldn’t be able to do your job without? What was the worst thing you learned that was the biggest waste of time and nobody will ever need?
What if we declare home Loan in TCS Ultimatix portal.
Will we get Tax rebate.
When and what all documents I can submit to save tax apart from Home loan.
Hey! I am looking for a remote part time job - can be as community manager in company - admin role... I am pretty open. Please let me know if you know of any! xox
Bi F🐠 here. 30. Have not been with another F, but want to change that. Not sure even where to start because honestly I feel lost on so many fronts. Any advice?
Happy Independence Day 🇮🇳
Anyone done Certified Technical Architect program here ? What was your experience? How difficult it is to do with a full time consulting job for a single full time parent?
Looking to become a mentor for underserved high school students interested in getting into the marketing space. Anyone know any programs like this?
Additional Posts in New York City
What are some good places to work from on the UES? Something like a lively coffee shop but has a lunch menu (ie Blank Slate). Thanks all!
Considering moving to Denver. Haven’t been in NYC since March, and I’m not really looking forward to going back. Anyone else having similar thoughts/struggles?
How do I get the previous resident of my apartment to stop sending packages here? They sent multiple things here over the last year. At first I was nice and found her on social media and contacted her. Now apparently she sent a package here and she’s threatening to sue me bc she thinks i stole it.
Need labor help for about 60-90mins unloading a truck in NYC - where’s the best place to look for this? TaskRabbit?
Anyone know of a good barber shop around Hell’s Kitchen that costs ~$20? Looking for a solid fade and shape up top
Moving back to NYC from Chi (so excited). Thinking of a 1 bedroom in LIC with SO but not sure if there is a lot of surrounding bar or food options? Am I wrong ?
Happy hour fishbowl networking/hangout at L’Adrese Nomad. Friday 9/16 5:30pm. RSVP through DMs in case I need to make a 5+ person reservation!
Landed a role in Tech at $140k base. How wreckless would it be to spend $3k in rent on an apartment in Manhanntan if I already go out 3x a week?! Total savings is only ~$60k (cash + 401k)🥲
Anyone here one of the people defying the order? What are the consequences being laid out for the chunk of employees not coming in?
How do you guys make friends in the city?
I’m a very outgoing person and make friends pretty easily so this really caught me off guard. I’ve lived here a year and still don’t really have any solid friends here. Granted WFH doesn’t make things any easier.
Do you guys have any advice on how you made friends here?
I have a fully furnished 1 BR apartment with a large private terrace with grill, reclining sun chairs, lounge chairs, and outdoor 6 seater table in Midtown East available for month-to-month rental.
I am asking for $3k/month (which is lower than what I pay), but am flexible depending on interest.
Building: full service, door man building with elevators and laundry. The building gym is also open using an online appointment system.
Wait. Is minimum tip for dining in 22.5% now? The waiter handed me the handheld credit card terminal and the only 3 options are 22.5%, 25%, 30%. How much do you all tip?
Has anyone resigned their lease on a covid deal apartment? Did the rent go up significantly? Lease is expiring in November and not sure what to expect from the lanlord since the market is back to pre-covid levels
Apartments for rent? Please provide info in the comments. 29 YO male looking for either a 1 BR or roommates.
Looking to move from Boston to NYC this May / June. What are the best moving companies to use?
you woke up and heard shouting. roommate is having a fight with his gf. should i just let it be or intervene?
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The CFP has been a definite improvement over the BCS, but excited to see if expand from 4 teams to 12 in 2024.
A certified financial planner*