I’ve got my 7, 66, CFP, and CIMA with roughly 3.5 years industry experience. I started a new role at the paraplanner level… is this a bit of an undersell? Or is that along the industry timeline?

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

Congratulations for all of those credentials.
Most important thing to do now is get client facing time experience. Passing exams, Putting plans together ect gives you a great base but working with clients is crucial for long term success.

What does your industry experience entail? And what's your career goal?

I think they are holding you back. I'd suggest having a frank conversation with them about what they see your career path to be there and then decided whether it aligns with your own. If theirs is too restrictive or vague, start looking for something else. There are plenty of opportunities out there for someone like you.

You need to get to an advising client facing role. That paraplanner role is beneath your skill level

Definitely an undersell but I hope they’re paying you appropriately. Have you been with the same practice this whole time?

Related Posts

How far should I negotiate the following offer?

YoE: 13.5 years
Offer: 52L fixed + 8L bonus
Role: Member of Technical Staff
Current CTC: 31L fixed + 3L bonus

Thanks in advance!

like
like

Can anyone give me advice on my Amazon phone interview coming up for a security engineer I - penetration tester position? How should I best prepare? What should I expect? Any thing specific I can do to increase my chances? Etc. Thanks in advance!

likehelpful

Got an offer from Capgemini for 10LPA fixed and also I got an offer from HCL for 11LPA (includes variable pay but mentioned it will be paid monthly basis) , which one is good to join to develop my career growth. Having 4YOE in network security , vulnerability management and selected for the role of vulnerability management in both the firm's
Please suggest me.

like

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!!!

like

Anyone know why Capital One is ramping up hiring ? Capital One

like

Hi Fishes,

Deloitte India is hiring for the below position, pls reach out to
onlineworld2597@gmail.com with you cv, yoe and interested position.

Open positions -
Java (frontend, backend, full stack)
Java backend & springboot
Business Analyst
Functional testing, Automation Testing, Performance testing, SDFC tester
Project manager
Data engineer, Data analyst
App dev consultant/engineer
Principal - infrastructure, cloud migration

like

Openings for Graphic Designer with 5+ yrs of experience.

DM for referral or Suggest your friends as well.

DM for Company name & Other details 🤝

like

Admins. Midwest region. Tax, audit or overall office admin. Salary range? Highest comp percentage increase you’ve seen in your role? I’ve been in my position 15 years & go above & beyond for anyone in our office. But my salary doesn’t reflect my knowledge, experience or work ethic IMO.

like

Hi folks, Can anyone provide me referal for below Job Job Id : 162145 Job Role: Software Development Senior Analyst Company: NTT DATA Services

Deloitte Accenture Newco Amazon Tata Consultancy IBM NTT DATA

Post Photo

My BGV in Oracle has been completed on 8th March. I have received offer letter but it doesn't have joining date. Hiring Manager has given me verbal joining date of 17th March. Is there any portal where I can check my joining date?

like

Anyone hiring in the EU? (Sweden specifically) my partner followed me here to support my dreams (just got my dream gig) would love to help him find his now! He’s got a valid work permit!! Looking for a creative management role ( senior account exec/project manager)

like

I am a registered sales assistant which means I have my series 7. I also have the 63 and my Life & Health license. I was a financial advisor but the role is commission only so I decided to take a role as an assistant for some time to learn etc. I really like my role, but I only make 32k a year and after taxes I only take home about 25k. I have a gut feeling that I’m not being paid market value but it’s tough to find comparable salaries. Do you think $15.38/hr is a fair wage in this case?

Curious what’s a fair salary in MA? Was just told that there is likely not going to be a chance for a raise during my upcoming performance review due to my salary already being “above average for the industry” based on my employer’s questionable research. I’ve been with the company 8.5 years & am the only one in my role, which they can’t operate without. I execute tasks from two investment advisors and two financial planners - they make the decisions of what should happen & I make it happen.

like

Wipro is offering 28LPA for 15 yoe managerial role. If it worth going ahead for any reason?

like

Can anyone please refer me for the role of SAP ABAP developer.
Yoe - 6.3

like

Currently interviewing for a remote account manager position with USI Insurance in NC. I have over 20 years experience in personal lines as an agent. Can anyone provide insight as to the average pay for this position?

like

Bain & Company Atlanta people! I’m in the process of applying for MBA programs and wanted to ask what recruiting is like for MBB from Emorys program? Is there a reasonable shot at getting into the Atlanta office from Emory, or are those openings primarily filled by other schools (Duke, UVA, etc.)

Boston Consulting Group
McKinsey & Company
Bain & Company

like

Need referral for operations transformation consulting analyst for FIS

More Posts

like

How is a Partner’s sales bonus at your firm calculated? Also, what if multiple Partners have connections at the same client when a sale is made? How is the bonus fairly distributed?

like

Why don't full time professionals joining ACS (Adobe Consulting Services) in Adobe India get stocks?

Whereas, a lot of other businesses get stocks + bonus in their offers. Someone willing to share about ESOPs?

like

Does anyone work at Arnold Worldwide in Ny? Anyone work specifically on digital projects? Can you tell me about your digital process and whether or not you think it’s efficient? Are the projects are interetsing/challenging? Well managed?

like

Does anybody have a resource available for pricing and billing? I am 2 years out of law school, working as a corporate attorney, and wanting to go solo. Ideally, I will take my corporate client with me, but am working to build work on the side during the transition. Also, do you have any recommendations for document preparation? I would like to draft wills, trusts, and other estate planning documents, but would like a resource that has boilerplate provisions to utilize as a reference.

like

Does anyone have any insight regarding compensation for the “of counsel” position? I’m specifically looking for insight from those in California. Thank you!

like

How do firms give bonuses to associate attorneys? Quarterly, monthly, annually? What is a bonus based on? Money recieved, billable hours, etc?

I'm looking to set up a bonus structure for a new associate.

like

I’m a third year in corporate and want to switch to tax. Am I too late? How do I ask my firm?

like
like

Hi fishes,

I got a mail from Capgemini that I have selected but, no one called me regarding the HR round and also no replies to the mail I have sent.

Please help me out , thanks in advance

Post Photo
like

Alabama is good but also appears to be favored by the football gods. Georgia has that game and should have won

like

I'm at a smaller MM bank. My original goal was to start here and hustle through into a BB, but I wasn't expecting to really like the people (my team, my direct seniors). I think the work we do probably wouldn't differ a crazy amount (we close deals, just smaller of course) and I'm wondering if I really have a reason to try to move into a bigger bank.

Perspectives?

like

I have an experience of 11 years and getting an Offer from Flipkart as Operations Manager at Level 9. They are offering a jump of 40% to make it 28 LPA.

Is the exp vis a vis Grade Ok ?
Is the CTC ok or can i ask more ?

I am joining from Steel Mfg Industry.
Thanks in advance. Any comments are welcome.

Why is Deloitte giving Iphones to people and what is this well being program? Can anyone explain.
Also, does it apply to Deloitte India(not USI) employees? Thinking of joining Deloitte India in feb in consulting service line.

Hi! Anyone at a software/internet/IT company looking to add to their marketing team?

As an agency writer, I’ve got a solid understanding of messaging and campaigns and I’d love to be involved at more phases of the product marketing.

like

Anyone in Mindtree working on SAP Hybris?

like

Anyone looking to move to southeast Austin soon?

like

Service design seems a popular role in consulting in the past year or so, certainly seeing more grads go down this route. Is there much overlap with business analysis? When I’ve worked with service designers the output seems to be another version of a process map, are there other skills and experience needed? I’m wondering how easy a move would be from business analysis to service design...

like

How is HCl for SAP projects and do they provide base location as mumbai?

like

Question to Interviewers:

Do you get informed if the person you interviewed joined the company or not?

How would you feel if many of the candidates you interviewed with positive feedback didn’t join the company?

Do companies measure time wasted interviewing candidates who didn’t join?

Just curious to know.

like

Additional Posts in Financial Advisors

like

Haha Merrill just reduced the pc payout grid by 3% for advisor below $2m in production

like

Has anyone had success selling long term care insurance? How did you position the product? How did you convince the person to buy it? Which policy do you sell the most? Cheapest LTC carrier?

like

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?

like

How do you feel right now 1-10? Why?

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

like

Does anyone have ideas on how to navigate a smaller team environment when everyone’s roles seem to be stretched (hiring for additional people has been taking a while, not sure why). The stress causes some tension and that’s probably not great for the overall morale of the company long-term. I try to ignore and just stay focused on what I need to do yet sometimes proves challenging. I worry it might affect my professional/career growth. Thoughts on this would be helpful, thanks!

like

I'm considering hiring someone who may be required to have a series 65. How long should it take someone who is (a) smart & (b) no industry knowledge to study and pass?

like

Anyone use an auto text reminder service? I rarely have clients forget but I had 1 this week

like

International financial advisor. I’d like to do a hypothetical proposal for client. My go to has always been JPMorgan. They now can’t do it. Anyone else?

like

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

like

I do not prospect. I open accounts while slamming a revolving door.

like

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

like

I need some good career-development or finance-related books, anyone got any recs?

like

How to politely reject a job offer after going through interview process? I don't want to burn bridges but I got the position I wanted elsewhere. Thoughts?

like

Clients I found = 99% retention, assumed/ adopted clients = 75%. True?

like

Anyone in the Houston area?

like

What are some signs of burn out? This is my first professional job and i’m not sure what the signs are.

like

What types of insurance do you believe are important for a financial plan, and why? (disability, ltc, etc)

like

Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

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