Is this the best financial advisory forum you’ve found?
I am looking for a forum where I can hear advisor success stories and learn more about the different training programs, but I haven’t found much. JPMorgan Chase Merrill Lynch UBS Morgan Stanley Wells Fargo Advisors

Hello, looking for supervisor positions in healthcare within NYC, I am looking to start ASAP. I have my Bachelors in Health Services Admin and Economics, 5 years of experience in the industry and I am currently working towards my PMP certification, as well as going for my MBA or MHA, depending on what program I can afford. I am currently located in Queens. Thank you!

Looking to transition out of a clinical role to a “clinical data/tech role” to help bridge the gap between healthcare tech and implementation to healthcare companies/field clinicians. Any recommendations to look for healthcare tech companies or getting started for a clinical data training?

For KPMG PPMD, how long did you spend at the director level before making it to MD? How long at MD to Partner?

I am currently working mostly in Data Analytics, but I want to transition into Data Engineering. I've applied to a couple Data engineer positions but it seems I don't have the qualifications for them. Should I maybe look for Jr. Data Engineer positions to get experience and try to move up from there? If so anybody know of any Jr. Data Engineer positions available?

Hello all, I am a healthcare professional, working in learning and development team, in a firm working for US healthcare Providers. I would like to get into Compliance roles. Is there any course/certifications that i can do, so i can work in healthcare compliance.
Your experience and advise will surely help me at this moment. 😊

What are good sectors to specialise in if I wanted to keep my options open?

I’m still a generalist but see people 1-2 years above me beginning to align. I frankly don’t really have any particular sector interest, but choosing based on “who i vibe with” sounds a bit silly (esp if you plan to exit)

If your base salary is materially under vs. market due to firm salary freeze despite fighting for it &directors pushing for it. Yet you have strong support to progress internally. Would you leave?

Did anyone make the jump to financial due diligence? If so what do you love/hate about it and what skills were the most important when first starting?

What monetary goal/target are you telling yourself to hit before quitting big law?

Hi fishes,
I am currently working as an UAT tester (both manual & automation) with overall experience of approx 3years. I want to switch to a business analyst role.
Is it possible to get a job for a business analyst position without MBA?
I am willing to learn the necessary skills required too but cannot afford MBA

Please suggest..

Should I join Tredence as Senior Business Analyst - Data Science? What would be the scope of learning there in terms of ML/DL?

Anyone who is an SDET? How much coding do you do?

For those who have obtained the CFF certification:
I was asked to put together a working plan to obtain my CFF credential. I’m aware of the 2 certificate program (Core and Specialized) through the AICPA that will lead to the CFF. Does anyone have experience in how long it would take to complete the certificates and if there are other necessary or helpful study materials that would be useful? For background, I’m 6 months into working at this firm and have touched a variety of cases.

Feel like I’m stuck. I’m a senior manager (CPA) in international tax but considering a do-over to be more desirable to the industry. If you had to start over (with industry as your end goal) what focus area would you choose?

any advice on resources/connections to identify transferable skills after spending 20 years in media strategy/planning & recently client operations? ideally want to get out of hamster wheel ad agency world and into more meaningful areas like non-profit organizations, hiring diversity initiatives, etc. Open to taking pay/title/role step back if needed

Anyone have their PMP certification? Worth the time and effort? Do you think it’s helped bumped you to a top candidate when applying for jobs?

Any audit senior 3 and 1st year managers here? What positions are audit senior 3 and 1st year managers leaving big4 for?

Any tips on how to make transition into consulting... exploring the idea but not sure where or how to start. Any guidance is appreciated

Pros and cons on getting a designation? Been considering going for the CPCU designation to gain some professional development. Which designation did you go for and why?

I have almost one year of experience in Tech Support in a renowned MNC then moved to another MNC as fresher and has been system engineer for two years. I have automation testing skills but worked in manual testing.

Can someone suggest a right path for growth?

Apart from automation testing as suggestion what else (certifications or any as such) could help my growth for either salary or promotion?

And also please advice me what are the possibilities for me to change company?

Hey Fishes,

I have been selected as Associate 2 for Management consulting DDV team at PwC AC bangalore office. They are currently offering 14LPA fixed with 12.5% variable.

They have asked me to submit my documents and then they will start the negotiations. Can anyone let me know if this CTC is okay? I feel it is low as per the Management Consulting team. Please advice

YOE 1.1
Currently CTC 6.78

The new compensation is up on Workday. For AC Bangalore

Any idea on WFO after Diwali? Is PwC calling people back in office?

Will getting a low tier rating also affect your career when you are switching companies?

Incoming (job title) vs ex (company name).
Which one is more cringe?

Anyone in Mindtree working on SAP Hybris?

"I don’t like morning people. Or morning. Or people”

Words of Wisdom

Thoughts on “special” salary grades. I just found out the VP I was offered is not a grade 12 like most comparable roles (verified). Also not an 11, but an 11A. Slightly higher than an 11, a good bit lower than a 12. All due to the fact that it’s a leap from my current position. Why should that matter…..shouldn’t it pay what it should pay if I am selected, rather that curving down towards my current rate?

Hi guys,

Can someone please refer me in Bny, already on notice. Experienced in fx reconciliations and ops control reporting, also have good experience with SQL and VBA.

What's the hike percentage on promotion in BNY Mellon and what's it without promotion for Pune India operations?

Hi BNY employees,

What was your last rating ? Hike % & bonus % of CTC ?

Provide your input in comment.

What’s a typical AE salary (mid market / enterprise) in London?

Is every editorial department as angry and rude as ours or is it like this across the industry?

Hello All,

I am looking for yours suggestion. I am looking for to take admission in IIT Madras Bsc. Data Science course. Should i go for this?

Thanks

Want to buy a decent future proof gaming rig without breaking the bank - any tips?

Hi all,
Is lunch free in Societe Generale and should we pay for parking also??

If I was a second or third choice candidate for a role, and ultimately got an offer, is it fair game to inquire with the recruiter as to why the initial candidates declined? And should this fact weigh into my decision process?

Bloomberg Law or Practical Law if you had a choice?

Is there any benefit to answering the EEOC questions? I always choose the prefer not to answer option, but I wonder if there is any benefit to provide an answer.

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

I went over to a friend's house and he had an impressive projector setup. Looked at a 1080P projector Epson, an electric screen, and a 80-100 inch 1080P screen. Anyone have a setup like this?

So the fiduciary rule got tossed yesterday

Who has the most exciting plans for the weekend?

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

I've received a feedback of being too honest, and too personable which could potentially damage my work reputation (haven't yet). It made me feel personally attacked. Is this a real thing?

My firm is currently hiring to our financial planning team. We are a rapidly growing firm! Our department has a career path to both the advisor side and corporate planning roles.If you are interested or know anyone who is, please reach out to me! We offer a flex schedule so you must be near one of the geographies!

Locations:
- Torrance
- West Los Angeles/Westlake
- Vancouver, WA
- Portland
- Seattle
- Boston
- Austin
- Irvine
- Dallas
- Houston
- Philadelphia

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

At what salary point did you feel "content" if ever? At $90k, and I've always figured once I got to $200k I'd be "good" and chill out, thoughts on that?

Colleagues, I'm an experienced Relationship Banker looking to start a career as a FA. PLEASE, reply if you are part or you know any local RIAs hiring entry-level individuals in NY. Thanks!!!

When you got so excited for an interview that you show one day earlier.

Anyone in the Houston area?

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

Going with a solo 401k so I can borrow 50k if I need it for buisness purposes in the future with no questions asked and fast what companies should I look at?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

For those of you who have had to increase soft skills as a means to grow and expand client relationships, how did you go about this?

NPR says since Im in quarantine I should try to keep track of something to stay sane, so instead of the market, Im tracking of how many times I step on my sons legos. Today: 2

What is the salary range for a VP Investment Consultant Private Banking in Zurich? What would be a bonus for a good performer? Thinking about moving to Switzerland.

Looking to revamp my marketing strategy, what are some out of the box ways you've advertised?