Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast.
Call 678994-6448 ask for James

Is it a big deal if a partner questions how much time you spent on something? Can’t they just write off time that seems excessive, or am I missing something? Sometimes I take a really long time to do things because I switch matters frequently, and I do a lot of research to make sure I’m doing things right.

Is anyone able to expand on the bonus structure at NetSuite, specifically as an ERP implementation consultant? I heard bonuses are quarterly, but I am curious about the typical percentages or amount.

I received an offer from Optum on the first day of joining of another organization. The offer is much much better than at which I have joined. I am really feeling low. What should I do?

Hi Fishesh
I have been selected for HCL Tech
as per recruiter’s confirmation I have uploaded required documents
But did not received offer letter yet
Trying to reach recruiter but they are not receiving my calls either from last week.
on Ionboard portal I can see the 50% process has beed completed.
Is this a normal process in HCL ?
what should i do? please suggest

Got few questions regarding LTI and business analyst role. 1:Does anyone have any idea how many rounds are normally conducted for LTI business analyst interview. 2.How how many days they take normally to release offer. 3. How much should i expect /ask for 4.8 yoe for business analyst role.

How many days of sick leave a recently hired analyst can apply for? and will it get deducted from the annual leaves that are there? I could not find any section for sick leave in talent hub. Thank you in advance.

Good resources to find industry metrics? Interested to see how carriers rank up by product type in direct written premium, new business, combined ratios, etc.

Anyone joined NatWest recently..?

Hi fiserv,
How is bench policy in mphasis. I have heard that if you are more than one month on bench, you will not get salary till you are not assigned with any project. Is it true.

LEK LSS vs S& SA - both in life sciences; which one would you choose?

Hi ,
Can anyone share your IBM bench experience.
How many months you are on bench and got project ?

What’s the word on Ace Metrix? Pros, cons? Every tool has them. More and more of my clients are using it... both for creative pre testing and measurement.

Curious about what kind of hobbies other engineers have, personally I love knitting in my free time

I used to be so devoted to my academics that I kind of forgot to make some close friends. How do you reignite your social life after college?

any recent stamping experience in Canada?

What’s the most entertaining (in a good or bad way) thing you’ve ever witnessed at a firm outing or holiday party?

Deloitte Boomerang coming back - can I negotiate a signing bonus? It’ll cost my $25k to quit my current job before March, but D and I want to rekindle our love:hate relationship now, not in March. If yes, what should I ask for at the manager level?

I’m thinking of going to Schwab as an Independent. Can anyone tell me what I should be looking at to make my decision easier?

Interested in hearing about anyone who has added a second full time staff person. Current setup is two main advisors (have a few licensed solicitors) and one main admin. Getting to the point where she has too much on her plate. We have been bringing on paid interns to alleviate some of the stress. Thinking about adding another person but unsure that we need an additional full time staff person. Recently heard an employee per every 350-400k of GDC (advisors included) was a good guideline.

How's everyone doing? Im a Private Banker, doing my homework to become an advisor. But I might not take the bank road. I spoke to EJ and PRU. Will you give me an advise on where should I start???

Denver RIA provides platform for Advisors looking to be independent. We custody client accounts at TD and Schwab. Glad to talk to qualified advisors looking to free themselves from the broken dealers.

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

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

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.

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.

Team Financial Planning Specialist or no?
My team is growing more and more to specializations with investment products. (Insurance, alts, ESG) I’ve been wondering if the Financial Planning role could also be a specialist in our client experience. We have two competing ideas; A financial planning specialist would be able to develop intimate familiarity with the planning software, processes, and human nuances. But would a newclient feel 'bait&switched’ to be handed off for this important process?

Best study guide for CFP?

I’m looking to hire a junior advisor whom is fully licensed and preferably has a book of business in the Plano Texas area. Compensation DOE.. PM if interested.

Hey! Ive been in banking as Licensed RM, I just need 7 and 65 and I’m looking to move to the securities. I’ve interviewed with AXA and Mutual of Omaha, but I need a recommendation for an entry-level.

I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

I've interviewed three possible additions to the team as new FAs. I liked the sliding pay scale we had at Edward Jones. Anyone willing to send me a copy of the current EDJ PDF showing the current scale they use, i.e., pay starts high & commission low the scale moves pover 5-6 years to where the pay goes to zero and the commissions (fees) go to max?

I’m looking to add a paraplanner to my team and have a candidate in mind - those with a paraplanner or with paraplanner experience - what does your compensation structure look like?

Are you paid by the hour? By the plan? Other? And how much?

I’m looking for an advisor that wants to work with a team in Tampa, Florida.