Looking to start a San Diego FishBowl Meet UP.

Any locals interested?

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Not in SD but curious what planning is like out there. Visited last year and realized how real estate is super expensive. It got me thinking about investable assets. Does that leave less money to invest? What’s a typical client look like out there?

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Yes! Definitely leaves less money to invest. Especially considering most clients are house poor with homes that cost 800K+ and unfortunately are sitting on a fair amount of equity but don’t do anything with.

Have to charge higher for planning fees to offset lower AUM

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In in Los Angeles. Same issue. Know retired people with paid off million dollar homes and loving off $25k in annual pensions.

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98 almost 99k base salary in San Diego, CA not including the bonuses or OT… is this too low or reasonable?

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Any referrals in the La Jolla/San Diego area? Director level in process development.

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37/F/ATL - is this thing still on?? Lol

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Recs for LA & San Fran??

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Any good Marriott in NYC? Flying into LGA.

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Visiting San Diego for 4 nights in July. Staying in imperial beach area. Any recs?

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Looking for good half marathons to run in San Jose. New to the area. All the upcoming races are either hill or trail runs. Are there any road races for a flatter option?

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Let’s talk pay!

Our industry is small and it can be difficult to find data. Please share the following:

- Title
- Salary
- Stock options and type
- Years of experience
- Location
- Remote, hybrid, on site

Here is mine:
- Senior UX Researcher
- $146,000
- 6.5 YOE
- San Francisco
- Remote (hybrid optional)

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Which SF neighborhoods to consider? Lady 🐠 looking for safe 1br with public transit / walking accessibility to FiDi and not far from SFO. Hoping to spend $3k-$3300, but could go up to $3500.

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How much do managers in cyber get paid at EY specifically in ATL? Coming from PwC forensics but looking to make the switch once I get a few certifications so YOE for cyber will be close to 0-1 but about 5-6 YOE in Forensics.

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I was approached on LinkedIn for an early career recruiting role in DFW, TX. I don't have direct experience, but I have the university experience/connections from working in career services. This is the first time I've considered work outside of higher education. I said my salary expectations are minimum $90k and that didn't seem to be an issue. Am I asking too little, too much? How can I know I'm getting the best salary and not just settling at the low end of the range?

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Hello all, here’s my current 3-watch collection! Looking to get a GMT next to complete the land-sea-air trinity but am also considering a nice dress piece

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Have SIL's coming in mid Aug and I live in San Diego and I am in search of nice contemporary patio furniture. (Siblings In Laws)

ATL airport a chaos this morning... Regular check point an hour long to clear..

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More Posts

MD salary range at Huron? And bonus potential?

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How much does amazon pay for senior technical pm? How does that correlate to deloitte senior manager salary?

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How we can expect market correction in bny ? When to communicate with manager for market correction?

What’s the rank hierarchy like in IBM? Where would an “Associate Partner” sit in comparison to a big 4 consulting firm? Got an offer I am evaluating

What happens if I resign during probation period? What will be my notice period?

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"The campus seen through the eyes of a US conservative." Feels some truth as far as ideologues on talk radio speak of it.

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Does anyone have the experience of taking on a global mobility assignment from Deloitte US to Canada? If so, was your work permit processed under intracompany transfer without LMIA? I'm trying to figure out if accepting the assignment will get me over the CRS cut off...

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Why Capgemini calling back it's employees...can't it wait till June..

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Amazon I am looking for a referral to Amazon. I have an MBA, been working in marketing at another tech company for 6 years. Looking to get in at amazon.

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I am a Customer success manager, I now want to go in product, its a dream job for me Product Manager.

Where shall i start?
What certifications?

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How long does it take to implement a Plaid API product?

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This is gonna sound stupid, but I’m honest - I can’t do math. Calculating a tip is as advanced as I get. Thank god for excel formulas and a math savvy husband. At the end of the day, I pay all the bills (I know- but I’m more organized) and make double his salary, what low stress effort (on my limited math capacity brain) can I do to increase wealth?

I feel like I should be doing more with extra money to help us financially, but I’m scared of having to study stocks and understand the numbers. 😖

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How much money do you actually make from your side gig? What percentage of your income does it contribute?

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Hi guys,

Can anyone help me what will be my take home salary for the following.

And aslo please suggest me some tax saving options?

Thanks for all the support!!

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What is car lease policy in SAP Labs ?

Is it applicable for all SAP Labs employees at all level ?

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Trying to learn how to automate work using python. The specific task I wanna do is using information from a different webstie to create zendesk tickets. Any good resources I can use?
Thank you

Anyone working at Entri app ?? Hows the package there for 4 year mobile developer?? Hikes and WLB?? Looking for a product company to join.

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I am a graduating student who just got offered 65k for a solution analyst role at Deloitte USDC (Data Engineering Focus). From reading previous posts it seems to be a lot of negative thoughts surrounding the USDC, but straight out of college is this a good opportunity?

I'm looking to gain as much experience as possible out of college in an IT role and wondering what exit opportunities may be in place a year or two down the road if there is little/slow progression.

Any Advice?

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Do it, I dare you. 😑

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Additional Posts in Financial Advisors

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

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What does everyone is for their average growth rate in projections for clients? Aggressive, mod aggressive, etc.

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Need tips & encouragement for how you have gotten out of a slump in the past. I am 3.5 yrs in and have seen my practice growing (some quarters better than others ), but Q219 has been really tough.

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Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

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What specific tasks do your Assistants do?

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I have an investment idea. Would be great for banks and investors to speculate, but it involves creating a market for the product. Who should I approach first banks or investors?

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Currently looking at a sales manager role for a national firm here in Canada. Essentially the recruiting advisors to the firm and then helping them succeed. Recruiting experienced and new.

Pros and cons of this role

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Anyone affiliated with Kestra? Thoughts? Experiences?

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

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Sometimes I feel like I am a drone that just works all the time and I have no friends.

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Best books you read this year that aren’t about sales, marketing or prospecting?

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Anyone else ever had ptsd from an awful work experience? I'm starting at a new firm but can't seem to shake the negative feelings from my previous one

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If I have a small growing practice (~$70k), is there any viable set up that allows me to continue growing my practice and get paid to help service someone else’s or pipe dream?! How much could I earn?

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I'm currently of the humble opinion that your average CPA is essentially brain dead on the topics of strategic partnerships and reciprocal referral relationships.

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Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

likehelpful

Anyone in the UK that wants a referral for a financial advisor position? It’s 100% remote

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I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

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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?

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How did you prepare for an Amazon interview in the finance department? Amazon

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What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

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