Looking into the possibility of a wealth advisor role with Bernstein Private Wealth Management. I have worked with large wirehouses before but currently with an RIA. Anything to know or bad experiences?

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

Last time I had discussions with them , they were looking for a rather large AUM commitment first couple of years without much incentive to go . Perhaps things have changed . I didn't feel they were agile / efficient enough to onboard clients either . Perhaps that got better , not sure .

like

I used to work in marketing for them. I believe production targets are significant after the first year or two, but the training is supposed to be very good.

Culture wise, I really liked the firm. Very smart, driven people. Most FAs are genuinely nice (a few can be rude but that’s everywhere). Seem to try to equip their advisors to succeed. Can’t speak highly enough.

Closed architecture model can be tough for some (though they now are open to ETFs).

like

Related Posts

like

Looking for ETL testing role. Can join in one month. Preferred location is pune. Total exp - 7.3 yrs Skills- Informatica, SQL, Unix Any referrals please suggest.

like

Got hired 3 years ago- newly created staff accountant role with the plan that it’ll go into a senior and then manager role. 1.5 years in I get a title promotion to senior, told I’ll get more duties, start supervising AP, and get monetary promotion to match next year. Got way more work, but nothing else promised within that year. Told next money bump would be manager role (no raise for senior still) and I need to take on more and start supervising AP. Again, seeing nothing…time to leave?

like

Anyone have idea on below companies. Which is better in terms of WLB & hikes? Both offering almost same CTC.
1)EPAM Systems
2) FactSet

like

Hi Fishes, I'm a SDET with 6 years of experience in Python Automation with Selenium having multiple offers. Can anyone please help me to choose one best offer from below with respect to work culture, flexible hours, wlb for female employees?

Zesta Solutions - 19 LPA (10% VP) & Hybrid
Unify Technologies - 20 LPA Fixed & WFH
EY - 20 LPA Fixed & Hybrid
Concentrix - 20 LPA Fixed & WFH
Global logic - 26 LPA Fixed & Hybrid
Value labs - 26 LPA Fixed & WFH
Cyber ark - 30 LPA Fixed & Hybrid

like

Just received an offer with expected / standard salary for role but no signing or relocation bonus. They know I don’t have any other offers which is why I assume they didn’t offer any signing bonus - do I have any chance of getting one without “leverage”?

likehelpful

Select banner hospitals in Phoenix-How is the culture there?

like

Has anyone ever had any luck applying for a hybrid job and convincing them to let you work fully remote? I'm seeing a lot of hybrid postings for my role but not a lot of fully remote ones.

like
like

Anyone work at ProAssurance/MedMarc? Have potential to move for 25% higher salary and fully remote work, but wondering if there’s advancement opportunity and how the culture is. Thanks!

like

Just got an offer From Guidehouse for their state and local governments practice, located in the Midwest. 76k consultant level. Thoughts?

like

Looking for consulting roles, 2 YOE in a more internal strategy role. Would love to see what’s out there. Thanks everyone!

like

Anyone work at Goldman Sachs as a CWM, PWM, Wealth Management Professional, Analyst/Sr. Analyst? How do you like the team? What is the salary range? Is this entry level?

likehelpful

Assuming that I'm okay with a salary of 70K and more, and that I really don't want to work at a law firm. Is it going to be difficult for me to return to law with two years of experience and one year working in a legal adjacent role.

like

What all perks MSCI joiner can expect?

like

I am done with my HR round. And said I am selected in Siemens, balewadi, but not yet received the offer letter. Its been a month now They are waiting for approvals. Any idea when will I get the offer letter.

How is the Business Operations (BO) team at ZS?
Particularly at AC level.

I have couple of more questions:
1. WLB as I have heard is pretty pathetic at ZS. Is it same in BO team as well?
2. Salary range for the AC role? (I have 3+ years of experience post MBA, before MBA 0 years, transitioning from big 4)
3. Any on-site opportunities?
4. How are other perks at the organisation? (Apart from fixed pay)

like

I am currently a medical biller and coder that just graduated. I am currently in an entry level position because I am still studying to get certified. I will have a year's work of exp in July and will sign a contract for another year because my boss is training me in more I don't know.

I'm wondering what the pay is for someone in my position without certification. I live with family and want to afford to move out but I am single and only make $18/hr. Is that standard or am I being underpaid?

like

Hi All, Any Managers at EY Parthenon in London office who can share any insights into the salary for Managers/ Directors? MBA and 5+ years of experience? Thanks in advance!

like

How is Mothersonsumi company for a sap consultant. Does it have good career growth and wlb? Is it worth joining? Any guidance would be helpful

like

More Posts

Any sucessful ivf experience with DOR ?

like

For those of you taking Nutrafol, do you also add in collagen supplements to your routine or has the Nutrafol been helpful in itself? Thanks!

like

Top in-house agencies in NY right now?

like

Salary Benchmarking :

What are the pay levels for a Senior Consultant or equivalent positions across different management consulting firms in India?
(We join as Consultants in Deloitte post Bschool, and it takes 2-4 years to get promoted to an SC)

I can start. For most people, Deloitte USI pays 25 - 34 LPA (Fixed) + 10% variable

likehelpful

Anyone have slow months where you burn through a lot of your allotted pro bono/professional development hours to keep hitting minimum daily hours? The past few weeks have been like this for me. Should I be concerned (I.e., will this reflect poorly on me, come review time? Will I have dug myself too much of a hole if I keep burning my non-billable hours?) I’ve been asking partners if I can assist in any projects so I can fill my plate, but I’ve only gotten small (4-6 hour) tasks handed my way.

like

Has anyone had experience travelling to the US from the Schengen area, while on OPT. I understand that students on an F1 visa are allowed to re-enter, but It’s unclear what happens for students on OPT (not in college anymore)

like

Stop asking if we can unionize after being asked to work over the weekend.

likefunny

Vasya watches Spider-Man ONCE and thinks he could do that too

Post Photo
like

Anyone know about Great Hill partners ? Culture/comp and all the above

like

Does anyone know if Vice Media and internal agency Virtue consider remote candidates?

likehelpful

I have often wondered if being honest when I fill out EEOC / diversity forms if that limits me from new work / promotions. I used to be able to hide my disability, but it is progressive so now it's not as easy to hide. Thoughts?

like

Do you think diversity training actually works? I can't tell if it's just a way to tick a liability box or if it's actually effective.

like

I’m a physician assistant with interests in technology. I’m well versed in epic. I’m looking to leave clinical medicine, what kind of roles are available with epic?

like

What is the hierarchy in PWC India Advisory? What is the YOE needed for Senior Associate?

like
like

Anyone working at Raytheon or lockheed . Applied for several positions and nothing. Currently transitioning to civilian life and job hunting

like

How do you handle it when the kids just want to gather around you and chit chat? I feel so pressured by all the things that need to get done that I have to ask them to tell me later. Ideas please!

Does anyone have any ideas on how I can help my executive manage their inbox? I assume trashing spam emails and flagging important ones, but any other ideas in terms of folder management, etc?

like

Additional Posts in Financial Advisors

Looking for some other options in performance reporting from fellow RIAs, who DON'T have integrated solutions with their custodian. Currently using IAS. They cost me about 6k-7k a year. Fed up.

like

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

like

do you guys ever feel like you're just going through the motions? gym. work. dinner. sleep. what are your exciting hobbies/after work activities?

like

How do you sell the benefits of managed money to your clients?

like

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?

like

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

like

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

like

Having serious sleep problems, on and off been about two years now. Recently had an episode of extreme dizziness, diagnosis is vertigo. Been two months, still feel it from time to time.

like

Have a client w over a million in IRAs and NQ account. Invested in a combo of ETFs and dividend paying stocks. Now bitching abt performance. Should I stick to my strategy or offer alt to placate him?

like

Client did coke 2 weeks before life exam and he tested positive and was declined Any suggestions on carriers?

like

Associate advisors working for a RIA - I’m trying to get an idea of salary ranges. What’s your salary and how many years of experience?

like

How do you handle people in your life who try to discourage you from working so much or don’t understand your ambition? I’m thinking about just cutting off a lot of people.

likesmart

Best book recommendations for inspiration and self improvement?

like

Feels great when you transition with people from clients to good friends 🙂

like

Was approached by somebody who needs term life insurance, but is a pretty heavy opioid user. Makes about $500k/yr. Is he SOL?

like

What is the most expensive thing you have ever bought? How much did it cost you?

like

What is your close ratio with walk ins/call ins?

like

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

like

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. 🤦‍♂️🔫🤢

like

What content providers are my fellow Indy's using? Looking for things to pat across social media and articles and videos to use on our web site.

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