I've been at MS for 3 years and have 6 years of industry experience, originally started at EJ. Despite being a CFP, ChFC and working on my CLU I'm finding my business partner doesn't value my perspective or ways we can better serve our clients. He seems very protective and won't offer specificity on our partnership agreement and long-term vision. This seems like a common issue amongst wirehouse FAs. Curious if this is part of a larger trend others have experienced.

Where is your line for when you should report something to HR?

There’s no reason you have to put up with a job you hate. I spent many years working in a toxic environment with a boss who gossiped and lead through fear. He wasn’t really much of a leader but basically a foreman. And he could make my existence miserable. I admit that it wasn’t easy to find another job but the bottom line is: trust your guts. If you feel something is wrong it’s because it probably is. Don’t second guess yourself. Look for options and and fight for your mental health.

How do you explain to a interviewer that you are leaving your job because your new boss doesn't treat you well/fairly?

Ever proposed anyone at workplace on Skype/teams 😉??what's the consequences

When you have a client with little to no name recognition, what are your best tips (besides a good pitch/story) for getting on reporters’ radars?

Females: is it okay to wear nice shoes like Chanel or such in your offices? Or do you get crap for it?

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

Anyone know of a good tutor for CFP exam? Thx.

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.

Does having an excellent advertising pedigree give you the right to treat people badly? Any advice on dealing with extremely rude and extremely smart strategy humans ...

How do you handle rude clinicians in the workplace? I always have an attending talking down to me.

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

Has anyone changed their pronouns at work before? How did it go?

Shooting an email to HR doesn't seem right 😅

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

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?

Any advice on how to deal with a partner/boss who is shifting all responsibility to me with zero guidance, no mentoring, and an unwillingness to discuss the issues? (Small firm, only associate under this partner and have been working at the firm for 2 years). There are an increasing number of passive aggressive comments from the partner who expects to be completely hands off once the case lands on my desk. Wants me to figure it all out despite cases being from different areas of law.

Eth $2k this weekend?

Would it be wise to start NFP/GOV modules first for FAR since they are heavily tested ?

Red flag? I use TD's robo investor for my IRA and personal investment portfolio. I noticed it chooses the same ETFs, although potentially a different ratio. This seems that it's not properly diversified for long and mid term. Should I be concerned, or just let the investment fly?

How is the wlb in EY LLP. I am going to join in PAS - Consultant in Mumbai.

first int’l trip to Singapore as a staff for work. not sure what airline i should fly. i typically fly united (i’m in nyc) but i really am not loyal to them and wouldn’t mind switching airlines, recs?

Anyone have a recommendation for computer monitors for work? I currently only have one 22” monitor. I’m debating whether I want to have 2 or 3 total and what sizes to get.

Do we think ad agencies in Toronto will pick up in 2021? Looking to make a shift but not holding my breath. It’s tough out there, and I know I’m lucky to just have a job.

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?

What are the employee benefits offered in virtusa?

Manager told me I can’t take time off for my “appointment” Interview, what do I do from here? It already scheduled with people who are really high up in the company.

Finance - Highest salary? After how many years? Is Ad better paying than typical accounting?

Hi Fishes, I received a mail with subject line 'Accenture Recruitment Status - You've made it to our final interview at Accenture!'. What does it mean? As I Have cleared technical aptitude test and technical Interview can I assume this will be an HR round?

Hi fishes,

1.What level/ band does the principal consultant role at infosys map to? Is it equivalent to Director or Sr Mgr level?
2. How are the projects and opportunities with lifesciences practice? Are there any on-site opportunities?

Thanks in advance

Is infosys good to work...any reviews on work life balance ? Do they provide work from home

Hi all, need some help in approaching this: So I was interviewing for a specific role and finished final rounds. However, the head of the dept wants to pitch me for another role that he thinks I’m a better fit for although for the previous role interview, it’s positive outcome too. I’m more interested in the prior role. How do I go about expressing that?

What is the leaves structure of tcs for experienced professionals

Hey Fishes,

I have few offers in hand and I'm working with DI as consultant. What are the chances that I have to be retained by DI itself? Do they match up with Salary provided by others?

Let me know :)

Hi all,
I am currently serving my notice period and actively looking for better opportunities.
I already have 2 years of experience in python and Deep learning. I have also done my Master's in Artificial Intelligence specialization and have strong knowledge in Machine learning, NLP, and Computer Vision.
Do let me know if anyone can refer me to the above-mentioned profile. I would be open to having a conversation to discuss further for any open position. I look forward hearing from you.

Best technology to use that LPL has?

Anyone knows about the base for chase PCA?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

Wells Fargo merger news. What’s it mean?

I am interested in speaking with FAs approaching retirement. Many have no continuity/succession plan. I want to help develop that plan and find them a successor. Do you know anyone I can assist?

Anyone ever work at First Command as an advisor or manager position?

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.

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

Any idea what someone with the title of a senior wealth advisor at Northern Trust should be making? Asking to help a friend here.

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 ?

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

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.

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

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. 🤦‍♂️🔫🤢

Any tips for better public speaking? Got to lead an important meeting with high profile people. Feedback was good, but needed improvement. Insecurity/shyness played a role.

For you introverts who aren't fond of socializing or "hanging out". Do you just dislike socializing at work or just dislike it in general? In my case it's the latter. How about you guys?

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

Trying to build my book and I’m making good connections but not finding any immediate opportunities. Do you cold call or rely on referrals to build your pipeline?