Looking to add a Female advisor to our team. Client facing experience required and work towards CFP is preferred. RIA north of Boston - new business not likely part of the role. info@bostonrm.com no calls.

Lawyers who draft prenups - are you interested in referrals? If so DM me your email and name and I will reach out. I’m not trying to sell you anything don’t worry - just need attorneys to refer to.

Can you be on more than one project at a time? Like if you have a project that only takes up like 10 hours a week, can you get onto another project to fill the remaining hours? I know your coach is supposed to be your project manager which is why I wonder if it’s maybe not allowed?

Guys - If I am going for a h1b first time stamping interview, what do I answer if i am asked "Do you work for an end client?" I do not have any client letter or any document to show the interviewer. any guidance will be super helpful please.

Anyone looking for a referral to Deloitte? Feel free to dm me.

Let's say you work remotely full time in private/group practice. Mental health or Wellness.
What's your maximum client load for a week? 20? 30? ... 10?

anyone hiring? 🙏

Hi Guys

Does anyone knows about Virtusa ? They are offering me considerably high offer compared to others but I am not sure as I don't know much about the company or anyone who works there ? Project is Legato Healthcare.

Any help will be appreciated.
Thanks in advance 🙏

YOE- 6
Skill - Dot Net Full Stack

Hello Visa friends. Would anyone be willing to give a referral?

Hi connections , anyone working with Barclays ? Need a refferal.

How do your exit opps differ after 4 years at MBB vs 2 years at MBB and 2 years at a UMM?

Any 100% remote PM positions out there?
I’m kicking back 10k for the referrer at 30Days in. I travel between Canada and Mexico.

Like 👍 to help spread the word 🙏

If anyone is looking for Property Management for homes in the Greater Boston Area, please let me know as I can offer my services and seamlessly take care of your long term rental homes etc.

Which companies are hiring adjusters that pay 70k plus base salary and allow remote work? Or anything similar that would be a good fit for an experienced adjuster?

Hello ZS Fishes,
Can someone refer me to the ongoing recruitment drives at ZS for BTA, BOA or other roles?
YOE -1.6 years
Background- Software engineer
Please DM if you have any leads.
TIA. :)

A dynamic professional with 7.6 years of extensive experience in Business Development, P&L Management, Operations Management, Training and Recruitment, Guest or Client Servicing, Sales, Banking and Finance, General Administration across the Hospitality Industry.

Seeking a position where I can make the best utilization of my knowledge & skills that will help me grow & develop along with the organization

Hi team, Cgi is hiring for below skillsets: Senior java developer ( Java 8,11, spring boot, Cassandra, MQ, TSQL and cache )

Java and unix

Automation Test lead

Informatica, ETL, SQL

IOS, Swift, objective C

LDAP OSB, SQl

Forgerock IG product

Please dm me if you are interest in any of the above positions.

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?

Tips and Tricks Thread: Post VA tips, useful apps/websites here.

Hi everyone

Is there any disadvantage if I get relieve on Friday compared to on Monday?

What I am thinking is I will be loss pay for sat and Sunday?

Actually my last is 27th
I asked for a week early relieving so thinking about this.

Thanks.

FYI Amex offer for Allen Edmonds. Spend $300 get $90

Started at my first agency 3 mo. ago. I’m doing great work on exciting clients, but I often feel uninspired and drained. Is it growing pains or is this the wrong industry for me? How will I know?

I want to score 650 in my GMAT in a month, I am left with no motivation, I am having anxiety at night, can't sleep till 2:30. What should I do

Would like some insights on Accenture's salesforce practice. Considering a functional manager/senior manager position. What should I know about? How is the leadership? How is the team? Compensation ranges? Anything else that one should know?

What books would you recommend for someone who is just starting out in security and wants to build strong fundamentals?

What are good exit opportunities that exist for someone who has worked 1 yr as an analyst at a boutique firm?

Could someone help me break down the differences between a Data Analyst vs Data Scientist vs Product Manager? And add any pros/cons from personal experience? In my mind they’re all related, but I don’t have experience working with any of these roles.

So embarrassed. I literally had one job to do today which was to schedule a client and give and take her paperwork when she came in. Totally called her by the wrong name today AND gave her the wrong paperwork. She was really nice about it but I feel like my boss was disappointed and I'm disappointed in myself. I don't want her to think I won't be able to keep clients straight when I start doing supervised sessions.

How do you best support your students who do not speak English? I have four ELL’s in my 6th grade ELA class and they don’t receive push-in or pull-out Bilingual support during my class. Do you pull them for small group to provide instruction separately or do you just try to use google translate to translate your lessons and the work? Any best practices? I’d love some help.

Have opportunity to work in my firm’s London satellite office for about a year and a half, and then come back to NY headquarters. In good standing with firm and have M&A and capital markets experience. Did not start traveling abroad until my bar trip (did not grow up with the money for trips like that) and think it would be a good personal and professional experience. Any thoughts / advice?

People who talk on the phone in the bathroom are disgusting.

When are we supposed to receive the official GSAP acceptance email?

Currently a CSA in PWM at a top wealth management bank (think UBS/MS/GS) but not loving private client work. What have other CSAs gone on to do that’s outside of the PWM realm?

Received an offer for equity research and IB, both in toronto. ER paying $120k base and my understanding is that bonus can be around 25-30%. IB is paying $105k base but likely higher bonus? Which one would u choose if you think you would be good at both

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.

Actively seeking growth-driven Advisers in NY and across the U.S. in one of our eleven branches. If you’re an Independent IAR or a brokerage/wire house Producer desiring positive change, reach me.

I'm looking to add a Branch Office Administrator...anyone have experience with hiring for that position?

I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

Looking for a newer fully licensed (with some training and at least a small book) junior advisor/associate financial advisor to join team. Please message if interested or have lead. Thx

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.

Best study guide for CFP?

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.

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?

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.

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

Opening for a advisor to join an existing vertical team in Columbia SC.

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.

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?

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.

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

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

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

Hi everyone, need some advice.
A local b d / ria has an opening for an Advisor. We provide the leads in the form of current abandoned brokerage clients and the advisor just needs to build relationships and grow the business.
In addition he/she would have the opportunity to build and lead a team of other advisors.
For a candidate with 12+ years of experience what would be an appropriate compensation structure (base plus commission %)
Thank you in advance for your help.