I've always been curious about a career in financial planning/wealth management. I've got a few years of public accounting tax experience at mid-size (RSM, BDO, GT) and more recently Big 4 - how would you recommend making a transition? I've just applied to a Jr Investment Advisor Associate for a large firm in CA. The description seems like I'd be doing a lot of admin work. Would this be a good way to get a foot in the door?

like
Posting as :
works at
You are currently posting as works at

Yes but you may be shooting yourself in the foot by going a few notches below given your years of experience. How much client facing experience do you have?

^this. I would go for something more mid level. You might consider Trust Administration which is heavy with tax knowledge requirements.

Related Posts

like

What are the best data privacy certs to aim for? 4 year exp in cyber risk consulting. Want to move to a privacy related role outside the big 4. Should I go for the CDPSE or CIPP or CIPM?

like

Anyone know much about Big 4 competitors, say largest accounting firms rank 5-10? Looking for a friend

like

How much % increase should you ask for if you’re moving to a big 4? At a manager level.

like

For those in big 4, how much time between accepting an offer and start date have you been able to ask for? Is a month feasible/how should one phrase it? Two weeks just doesn’t feel like enough with this heavy burnout/having to wrap up deals at old firm

like

How do you transition from big 4 consulting to big law? My clients are all funds, and I do international tax consulting. I have used my connections to refer me into probably 10 big law firms and it’s not working. One most recently came back and said they aren’t interested bc I have no law firm experience. How am I supposed to get it though? I can’t go to lower ranked firms bc my clients are all “big.” … any suggestions appreciated!

Hey, work at Big 4 in San Diego office doing fin services - want to move into something techish related in San Diego. Any thoughts?

like

I’m a technical consultant but sick of the low pay and bad benefits at SI firms. I have some opportunities at Big 4 with better pay & benefits. Will it derail my career to move to Big 4?

like

Hello folks,

Just landed as a PR in Canada a month back.
Been interviewing for front end dev - 5YOE. Had been with Deloitte USI as a Consultant back in India. Applying for big 4's and tech firms but seems like they have been taking forever to review the applications (2-3 weeks now for few since applied!)

Have one offer from CGI as Sr.Con for 105k. Does anyone know how good/not good is CGI in terms of work, culture, WLB, perks?

Would appreciate any help in getting referred as well! Thank you

like

Hello, I am currently having 6 years of experience in US Taxation in Partnership(1065) Federal. Currently I am in the position of Assistant manager, I have cracked the interview of a few Big 4 companies.
Whats the Fixed CTC should I ask for?

Anyone has any idea what would level 6 may look like in Amazon India for Analytics. Is it equivalent to Sr manager in big 4 or VP in bank

like

Has anyone transitioned from Big 4 Tax (M&A/International) to a law firm before becoming a qualified lawyer.

I.e Law background/LLB but no legal experience

like

How is Big 4 in terms of Job security in Singapore

like

Can anyone help me evaluate whether I should take an exit opportunity. Currently in big 4 (fsrm) and have the opportunity to join a f250 payments firms internal strategy division. They report directly to the c-suite and said they mainly focus on strategy or M&A and don’t do implementation. The team seems really nice but I’m just worried about leaving consulting and leaving the accelerated progression. Would love some insights as I’m fairly lost on what to decide. Thanks!

like

How is the career in Pursuits in any Big 4? Does it pay as good as core consulting work? How is the work life balance? I want to make a shift from client chargeable work to BD work for better work life balance. Is it worth switching?

Has anyone ever been a contractor for any of the big 4? Just curious what the experience was like. I'm looking for more flexibility so was looking at this option.

like

I’m interested in transitioning out of big 4 compliance monitoring/internal audit into the cannabis industry. I’m burned out of the 60 hour work week and dream about marrying my background with my passion for cannabis 😉. Any of you aware of remote roles in the industry for my background? I’m chasing 🦄

like

What's the paygrade in Big 4 in London at manager level in Tax - Transfer Pricing

looking for referral to b4 consulting firms. recently let go from deloitte as part of current headcount reductions. any assistance is appreciated. please DM me, thanks

More Posts

My manager asked me to help sprint this proposal. I’m out in 6 weeks. How do I kindly tell him to GTFO

like

Freelance writers, especially new ones, how do you find stories to cold pitch?

like

I am an SAP TM consultant, and I wish to relocate to one of the European countries or US.

Having a hard time finding a job without a work permit. I’d appreciate if you can help me with a referral.

Also, in case you know of any companies which are actively looking for TM consultants, please let me know!

Cheers!

like

Hi Fishes, I've 5.7 YOE in digital marketing and i have an offer from PS for Senior Media Analyst Role in Digital Marketing Domain. After seeing all the layoff post i'm getting scared. It would be helpful if you could please let me know if anyone if fired from Digital Marketing Domain.

DOJ is Oct 31st, i dont have more time. Please comment if you know anyone from Digital Marketing.

Hi guys Does BofA provide education leave?

like

Any tips on making a small wedding feel intimate and special versus tiny and boring?

like

Fishes

Received offer from TCS 18 CTC

Could anyone pls help me understand breakup and how much can I expect in hand salary.

Thanks

Post Photo
like

I came from a consulting background in tax credits and incentives. I went into finance to pass the time on my non compete clause from my previous firm, but now I have an interview at EY and I’m not sure if I want to give up the work life balance. Any advice?

Is there any difference in WLB between T1 and T2 consulting firms (in the Toronto offices)? For example, On average, do T2 consultants work/ travel the same amount as T1 consultants in a given year?

like

Just a quick tip for everyone traveling - always take a picture of your receipts.

like

DFW area - when will the rain stopppppp?

Post Photo
like

There are what 750,000 desi h1bs in the US?? If even 10% of us protested and walked down the street, this green card ling wait racism/discrimination issue would be solved and we would all have hope and residency rights.

like

Can we share one company offer letter to another company ??

It says strictly confidential and copying or distribution of this e-mail or use of information contained herein is strictly prohibited and may violate rights to proprietary information.


Any other way I can avoid this process?

like

Hi Fishes,

Can anyone able to refer me Siemens,.

I have 5years of experience as a PLC, DCS, Simatic Batch automation engineer. @

Post Photo
like

Just curious to know

Any talent acquisition people there in this group.. if so
1.will you take multiple offers just like your candidates ?
2. And how do you decline your offers.?
3. Are you really happy with your domain or any jealous on techies who often switch ?

JUST TO know other side of the HR

#hr #recruitment #talent acquisition #humanresource

like

Any Fishes here who switched from TCS to Capgemini. Do you repent the decision or think it was a good choice for carrier progress.Tata Consultancy Cognizant Capgemini Nagarro

like

How do you transition from big 4 consulting to big law? My clients are all funds, and I do international tax consulting. I have used my connections to refer me into probably 10 big law firms and it’s not working. One most recently came back and said they aren’t interested bc I have no law firm experience. How am I supposed to get it though? I can’t go to lower ranked firms bc my clients are all “big.” … any suggestions appreciated!

Revisiting Iron. Last month I mentioned Iron and derivatives had the right conditions to rise

BDRY went up 42%, and FSUGY 25%. With others seeing all times highs.

But we may be entering speculative territory.

The Baltic Dry points to alot of shipment in Iron's lanes so supply should be good, yet price is still going up, so not oversupplied.

Futures so high should point to shortages. Maybe due to Aus/China trade war.

In short: No idea whats going on, but there is money to be made

like

Best resoures for realtors just starting out in their career?

like

Recent lateral junior associate in brand new practice where I'm the only associate. I'm probably going to bill 1,500 hours max this year due to being very slow and taking time off for a delayed honeymoon which I disclosed during my interview process. I have been told my work product is good, I don't turn anything down, I participate in non-billable work, I'm responsive and I always let people know I'm available to help. Do I need to be worried about getting fired for low hours?

likefunny

Additional Posts in Finance

Anyone running in the Chicago marathon this year? Ramping up my training to morning runs. Nothing life 5am wake-ups.

like

Hi!

I currently have a role in Tempe, AZ for a Sr. Manager of Payroll that is hybrid. The big things we are looking for is 10+ years of Payroll experience for a public company, strong ADP experience and people management experience would be nice to have.

If you are interested in Tempe or live in Tempe, AZ feel free to send me a message!

like

My MD sneaked up on me so quietly just now that I jumped out of my chair when he dropped off comments :/

like

New to this app, but I feel is somewhat similar to Wall Street Oasis just more accessible than WSO am I wrong?

like

How risky is going to a startup which is currently going through Series A? Have just received an offer.

like

NYC folks - Reminder: Happy Hour tonight @ Brother Jimmy's! We'll be there ~7pm. Ask for the Fishbowl happy hour at the door, or look for the balloon! Or use bowl code bxbft to find us!

like

How does one get into trading from positions elsewhere in the bank? What would impress you most about candidates attempting to do so?

like

Are tears considered business casual or not really?

like

Most indulgent gift you've bought yourself?

like

Transitioning from line of business familiarity (understanding financial statements) to... real(?) Finance (bonds and cap markets and other debt sales) any advice on books or resources to learn really from step 0?

like

I work as an FP&A and am on the market for a new position after almost two years with this company because I know the value of the duties and responsibilities I have, but the compensation is lacking. I have 6 years experience and am talking with multiple recruiters with a few leads - nothing is set in stone yet. Any advise on how to approach my supervisor when/if a new job offer comes my way

like

Do JPMorgan Chase employees get discounts for mortgages, auto loans or credit cars? How are overall benefits?

like

Has anyone here been interviewed by a major news outlet? I have an opportunity but it has to do with a negative event for my employer, so I’m hesitant.

like

male fishies: where do you guys buy your ties?

like

Is it a red flag if a company told me they want to make me an offer but are taking a really long time to actually send me an official offer?

like

Any good book recommendations for profitability and performance management for banking industry? Or books on best practices for calculating economic capital?

like

Anyone considering switching to fintech?

like

Anyone pack their lunch and if so what do you pack??

like

Does anyone have a SaaS model template with implementation and subscription fees? Monthly would be appreciated

like

Are there any Mexican restaurants in NY?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal