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 from Barclays finance process? Can you please share your YOE, Role and CCTC. Don't see anyone from finance background here.

I am really confused with so many available options, please help 🙏😐
Which courses/certifications should I pursue in the following areas to shift my career path to a product company?
1. AI/ML
2. Cloud

Background: BE + MBA and a total of 7 yrs of work ex in a BA & project management role.
Thanks in advance 🙂

Can anyone help for a referral for me. I’m into IT Service Management and Pre Sales with 5 years of experience.
Would’ve be really great to connect with someone!! Thanks

I found a company I was really excited about working at. I applied for the job and went through 5 rounds of interviews. At the end they said I was OVER qualified and they want me for a different position higher up in the company. I was super excited they then had me go through 5 more rounds, 3/5 people were the same. The interviews mostly went "didn't you get the job, I highly recommend you? I'll just put you down as a 10". After those were done they told me I was UNDER qualified. Can't win!

Anywhere hiring remote Mech E that’s not MEP?

At which role one gets hired in deloitte consulting with an experience of 2.7 years in India? Can we expect a Consultant role?

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

Hi Fishes, I would request you to please refer me if there is an opening of React or Web Developer in your organization. My details are as follows: Primary skills - ReactJs, HTML, CSS, Javascript, Python
Secondary skills - NodeJs, MySQL, MongoDB, Django, Pandas.
Total Experience - 4 years
Relevant Experience - 2 years
Notice Period - Currently serving.
LWD - 30th September 2022
Preferred Location - Kolkata or Pune.
Thanks

Can I get a referral in JPMorgan Chase Bangalore for scrum master role?

How is everyone searching for jobs right now? We’re having a lot of trouble finding the right talent and I feel our recruiters are just cold calling everyone on LinkedIn. Is there anywhere else you all typically search for jobs? Would you take a cold call from work recruiter at an independent agency you may not have heard of?

Also I’m keen to get a more diversified team-any suggestions on where to post openings?

I am going in for a loop for the Senior Engagement Manager role in Proserve and I am being asked for a range for TC. I understand that the TC in amazon is a combination of base + sign-on + RSU that vest over 4 years. Keeping that in mind what should I say my range should be? I do not want to low ball it either. Is the TC range of $270-$300 K a good place to start with? Is it too high / too low? Any inputs is greatly appreciated
#AWS #SeniorEngagementManager

Hi All,

Greeting !!

I am looking for job change, currently i have 6 years experience in Hadoop admin(Big Data) and working at TCS. Let me know if there is any opening.

Regards,
Prashant Gupta

Hi All, I've resigned my job on 23rd Sep 2022 for parental reasons. I'm again starting to look for openings now. I'm having 6 yrs experience in Dotnet technology. I'm not able to find much openings after a break. Pls refer me Tata Consultancy Deloitte Accenture EY

If you’d like a referral to the Amex Platinum card with a welcome offer of 100,000 points and 10x points on restaurant spend worldwide in first 6 months, let me know. DMs are open too.

Would you accept a RMA position at Brown Brothers Harriman? Do you believe the job could open opportunities and be interesting?

Completed onsite interviews for the TAM role and recruiter gave me feedback that my technical depth wasn’t up to par for the role but my googleness/leadership and GCA interview feedback was stellar so they plan to propose me for Cloud PM roles instead. Does this happen? Or are they just being nice? What’s the probability that they’ll match me to another role?

Am I eligible for referral bonus if I have put down my Papers. The referred person had joined before I resigned. And will be completing 3 months before I leave. Any idea...?

does the mckinsey survey mean anything more than nothing? gotta assume a referral trumps the survey

This bowl is so dead y'all. Let's bring it to life 🎉 who's got fun plans this weekend?!

After closing on a property, by how many points did your credit drop? And how long did it take to build it back up?

Happy Sunday! What's a new skill you'd like to acquire? I want to have my own garden and learn new things to cook using my own veggies.

How does company phone eligibility work within PDM? Based on level, need, or no-go across the entire delivery model?

Can anyone give any insight on Miller Cooper in Chicagoland area? I have a call with them and curious if anyone has feedback on management, culture, hours etc.

If you join a company in second half of the year, is it normal to miss the pay review process completely? I have been at my company a year now and my first pay review is scheduled for early 2023. I only worry because in this climate I will need a 15% bump just to keep up with inflation, which is probably towards the high end

How is RightPoint Consulting LLC as a company? It seems to be a Genpact company. Please share reviews if you are working there or have any information. My YOE: 6.8 years, Tech Stack: Java + Microservices. I am still expecting an offer from this company in next week.

This month I have come to facing that reality that I need to leave my current company due to lack of growth within my career path staying in sales and business development. Primarily no opportunity to not relocate to work remote. Not interested in switching to marketing or enablement there. Interested in advisory, technology consulting, project management or remaining in business development in Chicago. Anyone open to sharing where you are/what you do for a referral and advice?

Going on a first date this Fri with someone I met once... super nervous bc I really like him and want this to go well. then I’m worried I won’t act like me bc I care too much 😭

Any size 12-14 women on here? I feel like we're far and few between, but any tips on flattering but professional work wear?

I haven't interviewed for a new role in several years and have my first interview tomorrow - what are some insightful questions I should ask?

Trivia time: without googling, can you tell who was the first Indian chef ever to get a Michelin star?

I spoke to a Senior Manager earlier today and she told me they are looking to hire experienced and qualified candidates who have the below requirements:

1) Bachelor’s degree
2) CPA certification
3) 3-7 years of Accounting or Audit experience

100% remote. Then, post COVID traveling will vary.
Please, if you meet the above requirements or know someone who does and is interested in joining Deloitte send me a private message. I will have you send your resume and I will forward to Senior Manager.

Hi, nice to meet you! Early career woman in tech here!

Any advice for knowing when it is right to move to another company? I want to make sure I keep progressing and am casually looking at roles after three years and two promotions at my current company.

Thank you!

What is the salary for a supervisor position in a large hospital in the western NY area? I was told the offer might be mid 70k to 80k. I’ve also heard it can go up to 100k.

Hi,

How is Optum int terms of WLB, job security, growth opportunities?

YOE: 4.4
Tech stack: Azure data engineer, ADF, data lake, databricks

I had the HR discussion on Tuesday for Grade 26 and he said he will propose for 16 fixed + 15% variable + pf, I have not received any offer/salary break up yet? Is kr a good offer?

My lwd has already passed.(28th Nov)

Offer:
KPMG India: 16 Fixed + 10 to 20% variable
LTIMindtree - 11 LPA(can be negotiated based on the latest offer)

Hi ,HR from JP is asking to hold 2 days for offer that they wl expedite process and release. However I have somehow trying to extend my joining date at HCL for 3 working day. Should I trust and wait to join JP . Also will HCL extend 3 days on my request on medical reasons . HR discussion at JP is pending

Hi Fishes,
I have four offer letters in hand. There is a difference of 8L between the first offer and the last. I still wish to join the first company if they bridge the 8L salary gap.

Any tips for negotiation?

Hi I had someone recently tell me I should have my education and certifications above my experience on my resume. I found this weird as I thought since I had 5 years of work experience that would go first. They said since I graduated college in 2020 and was actively in a certificate program those should go above my current experience. Thoughts?

How many times do you follow-up with clients for an annual review? Do you email and call? I have emailed twice (no calls yet) but no response from the client. Keep trying or wait for them to reach out to you at this point?

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

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

Anybody have series 24 study materials that they don’t need anymore????

New to Fishbowl 😁👋 Hello everyone!

Quick question for y'all! Who is the youngest holistic financial planner that you know and/or youngest person you know that's started their own RIA?

Anyone use SmartAsset for leads? Any success?

Does anyone have any experience using FMG marketing suite. Our firm took a demo this past week and it looks robust.

Anyone have any experience with xy planning network? Thoughts?

I'm an independent solo RIA in California. Highschool buddy of mine is a permanent resident of Canada and wants me to manage his money. How do I take on Canadian clients?

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 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.

Valentines Day - what do you guys do for your widowed clients?

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

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.

Anyone ever use AdvisorStream? Curious your thoughts on the service...

Any thoughts on xy planning network?

Do we need to do anything special to accept international investors?

Thinking about all the fiduciary options: Participant 3(38), Plan 3(38) or 3(21), Admin 3(16). What can a RK provide that would help us win plans with you?

How do you advertise?