New CPA in our building and asks are you a CFP? I say no and she says "Oh I was jw cuz I have people ask if I know a good planner." We agreed to talk but I need a way to deflect the "non-CFP" thing

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.

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

Best study guide for CFP?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

Average salary for a Senior Associate who’s in the process of getting their CFP?

Best study guide for CFP?

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

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

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. 🤦‍♂️🔫🤢

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

I’m a CFP® and work as a test engineer for financial planning software. I’m pretty new to the tech space, and wondering what jobs might be out there in the fintech space as I gain more software knowledge. It’s kind of niche working in financial planning software as my background is financial planning. What kind of jobs are out there that might translate well and would have good earning potential?

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.

Anyone know of a good tutor for CFP exam? Thx.

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

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’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

Hi folks,
I have recently joined capgemini.
Is it worth opting for bus pass if we're working in hybrid mode? Bcoz i think any way if we opt for, the company will deduct whole month specific amount under conveyance allowance.

Im interested in applying for the Barclays technology analyst summer internship role. However, the fear of being rejected is impeding me to actually go for it. I would really appreciate if someone from a similar role can have a look at my resume. It would be great if you could provide me with a referral too. Completely understand if that’s not in the scope :) any means of help is appreciated!

Anyone go through interview process for growth equity associate roles? Wondering how case studies / overall technical questions will vary from the traditional LBO PE prep materials / models I prep wit

Hi, I'm new here, and I didn't know there was a dating feature but it seems cool.

Thinking about a trip to Thailand for my anniversary. Any thoughts on how to organize it? Prob late April timeframe for a week or so

Is anyone hiring for Operations Analyst, Sales Analyst or other similar entry level Analyst positions currently ? Remote would be awesome but I’d be happy with hybrid or non remote roles in the DMV area.

Start Justin Jackson or ekeler if Melvin Gordon can’t play.... tough....fantasy playoff

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?

Hi Fishes...I am a Full Stack Java Developer with cloud knowledge.Currently working in IBM.But interested to work in a FAANG organization.can anyone suggest me what skill should I need to develop to crack these companies interview and how can I get interview call from these companies?

Hi,
I am looking to renew my contract with a telecom giant in Toronto, Canada . I am a back end java developer with experience in micro services. Overall experience of 6 years . What is the market per hour rate for the above skills ? Don’t want to undersell myself . Need your insights !
Thank you !

Hi, anyone aware of FRDC LOB in JPMC Hyderabad?
Please share your reviews if you know about it.

Thank you in advance!

Anyone have experience using John Hancock as a 401k provider?

Folks who are interested in "Product Analyst" role can comment down, I'll reach out to them.
Company- Nushop
Location- Bangalore (your choice to wfh or wfo)
Experience - 1+ years

I have a phone screen with American Express. Does anyone know how many days of PTO is allotted?

Now that Facebook is Meta, I thought I’d just pitch MANGA as the new FAANG…

Hi Folks,

Please like the post, aiming for 11 likes to unlock DM

Also, Which offer is better.

Honeywell - 17 fixed + 4.5 variable
Guavus Thales - 20 fixed + 4 variable

Role - Data engineer
Total experience - 2.5 yrs
Tech stack - Spark, Kafka, Flink, Kubernetes


Thank you.

Hi fishes,

How is tredence for Data Scientist role in terms of wlb ,learning and hikes in comparison to Tiger and overall? Do they provide onsite opportunities?

Dear CSMs,

Greetings!
I am a MBA(Marketing & Sales) and B.E (Computer science) graduate with 12 years of experience in customer success roles.
What are the best certifications to pursue which will help grow in this field?

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.

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

Booyahh, landed hedge fund number 2 for IPOs.

Anyone out there still moving (k) plans? My assumption is that it’s at the bottom of every HR priority list and nobody is moving, but I need the validation.

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

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

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

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?

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

who is your main custodian... and what makes them good/bad.

Dropping my 10 yo son off at school this morning: Me: "I love you! Have a great day! Learn a lot of really cool stuff! Him: "Okay, whatever.