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?

Hi! Wondering if it is still with the $$ to get certified in Lean Six Sigma Black Belt? I have my PMP and a MPH— but wondering if LSSBB is going to make much of a difference to hiring managers? Is this just a thing of the 90’s and early 2000’s or are companies still looking for folks with these credentials?

Thoughts on Vertex? Pipeline? Culture? Comp? Looking at a Director role.

Hi everyone, have a final informal interview in a couple weeks with someone I’d be working with routinely. Was told that it’s the final step but have also read on here that there’s a hiring committee interview. Is this for everyone, or should I expect to be done after this upcoming one?

Can anyone working for DT’s ARA or PwC’s CMAAS tell me what does their job specifically include, hours and exit opportunities?

How to move into executive leadership? I’m a mid-40s former MBBer with, I think, an impressive and diverse resume. I think I’m suitable for an executive leadership role, but unsure about how to pursue one. Any suggestions? Career coach? Headhunters? Cold “calls”? Thanks!

I had completed 1st year in cognizant here is the situation can anyone please clarify the doubt ..my probation rating is 2 and not good comments and my role is PAT until today my colleagues role changed PAT to PA but my role is not changed why?is it behind the reason about review?

I am Digital content producer in Austin, looking for job. Anyone know any company’s hiring at the moment?

What are the skills required to sustain in Pharma/ Healthcare Analytics in the long term?

I've been a cashier for like 5 years and want to move up the chain, what do I need to learn to become a supervisor?

Is it worth considering a career in Restructuring Consulting in the long term given that their work can be quite cyclical and hinges on the spectrum of the economy.
Or have I misunderstood this? Are the teams always busy with projects?

I have an interview with Korn Ferry for an associate principal role and am curious about others’ experiences have been with work-life balance here. Also, I have an idea of what I should be compensated in this type of role, but any insights on how they pay compared to others would be helpful. Are you traveling during the pandemic or have client interactions been virtual? Lastly, if you are a consultant here, are you on billable hours? My current consulting role is not - so this would be new.

Any advice for someone looking to transition into a full HR Generalist role from Recruiting. I’m currently a Campus Recruiter with about 5 years of HR experience (Coordinator- Higher Ed). I received my PHR certification in September 2020 and sitting for my SHRM-CP in two weeks. I’m having a hard time transitioning into a full Generalist position.

Any good course on Udemy for Learning AWS Services for a Developer.

I saw some good courses for getting an AWS Developer Associate certificate certificate.
Do these courses explain concepts or explain the question to answer?

I mainly focused on learning AWS Services for working on AWS Services.

Hi fishes,
My LWD is 18th July and I chose vendor pickup for my assets(expected pickup is 10th July).
Is there any limitation or chances of facing issues on Not having laptop with me(for other exit clearances).
Also it would be great if someone can give guidance on exit clearances as I'm worried that I will miss out something.
TIA.

I’m an Environmental Protection Specialist and make pretty good money for what I do. I just feel like I have more to offer than being a worker bee in a system at 25. I work with a lot of retirees and would love to return in my latter professional years. I have my Bachelors in Applied Coastal Environmental Science and want to expand my options. Any suggestions that won’t require me taking a crazy pay cut? I’m pretty much open to anything.

Anyone here has taken the PMP certification ? Is it worth it over MBA and if you're managing projects in Advisory?

Hi Guys can anyone refer me for the position of data and analytics analyst Job Identification NO :210362477..THANKS IN ADVANCE!

I have interest in product management. I am looking for an internship in PM.
1) What to look in a company to intern at?
2) Startup vs Big Companies?

Hello Friends,
Can anyone apprise me of the expected salary that i can ask for a Solution Architect role in Telstra - India? The band offered will be Band 2 which is confirmed. I just need to know the range Min and Max. I have 15 years of experience now.

Hello everyone. I am currently a HRIS call center rep. I assist clients with payroll, benefits, and platform questions daily. I am looking to move into a position more back office or even customer experience with less constant phone calls. I have over 10 years customer service experience. I also have history in the banking industry. I am about to start a bootcamp to become a Data Analyst but looking for a new role ASAP. Please let me know if you can help.

Do you think we will be able travel by Christmas for a vacation?

How is DTICI as an organization. Does it fall under the same umbrella as Mercedes ?
How is the appraisal and hike percentages for good performers. Is the variable component fully payable?
Also wanted to know about the T6 band. Is it apt for a 10 years and 6 months experienced candidate.

I have been working as technical customer success manager from last 2 years and worked as Business analyst for 1 year. In total I am holding an experience of 3.2 years. I am good with SQL, Advanced Excel, Google Data Studio, Tableau, Google Sheets, Power Point, Jira, Asana etc.
I am looking for a remote opportunity for the role of Data Analyst / Business Analyst. That would be great if you can help me find any such roles.

Need 11 likes for enable DM.

So much workload here.. working almost 12-16hrs a day.. planing to leave..

Hello Friends,

Please let me know which company to choose between below options in terms of WLB and also keeping recession in mind :

CitiusTech - 27.5 lpa fixed
Nouveau Labs - 30 lpa fixed and 1L JB

Both are Bangalore location.

Role : Automation Test Lead, YOE : 7.2 years

Thank you in advance!

What kind of modeling is required in ODD projects? What are u actually doing on the project? It’s described as M&A strategy ODD type of work

Dialysis nurse (chronic) here for 12 years. Trying to apply to a different company to get a raise. Living in Sarasota, fl. What should be a reasonable pay?

What’s up y’all. Motivated and performing Corporate BDR here that got let go of HubSpot after a year due to a tough family situation and rough economy hitting my MRR number despite being at my meetings. I’m looking for my next role with a base above $55-60k. Would truly appreciate any referrals you may have to Help me out!

Anybody have salary negotiations at sealed air? Were they able to offer more if so?

Do professionals use Audacity?

Weekends - what are the best sources / instas / emails that list cool, unique, events or things to do in NYC before they sell out...! Less like Time Out, more like Skint, but price isn’t critical.

[Facebook Ads Data VS Google Analytics Data] 🤯

How can I merge FB and GA data? Some clients of mine believe that Facebook doesn't bring us results 'cause GA says so. The difference between the two of them is A LOT. Facebook says we have 100 conversions and GA only reports 2. How can I prove to them that Facebook does its job? What data can I show?

Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.

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

Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.

Are any RIAs charging for maddening 529 plans? If so, how?

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

How do you advertise?

Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?

What is your experience with The Bill Good Marketing system?

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

Any advice for someone in the middle of a merger?

What’s it cost to work with an attorney when leaving a firm?

My wife left her job that provided us health insurance for a reasonable rate. So I’m finding myself searching for some reasonable alternatives. What are you guys doing? Any cooperatives?? Or what??

ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

Anyone with experience using a VA that serves financial advisors specifically? We are considering outsourcing some of our administrative tasks.

Why did you go the RIA route instead of a BD/HYBRID route? Did you start as an RIA or somewhere else?

Texas FA’s when is your office re-opening?

Hello Everyone! I am newer here and just wanted to say hi and introduce myself! I work with a Hybrid Independent RIA. If you are an FA curious about Independence or are considering a move, feel free to reach out to me here or directly on my cell. 205-218-6962. Have a great day!

Looking to refer a friend in the Las Vegas area to an independent advisor for term insurance and basic retirement planning.