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

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.

Anyone have CFP Prep books they don’t not need anymore?

I’m looking for a new opportunity and I’m open to either wealth management, financial planning, hedge funds, private equity, asset management, or trading. I’m more of a hunter/closer not a gatherer. I manage $100 Million in assets, but my book is mostly NOT portable. I’m a CFP, ChFC, hold the Series 7, 65, and Life insurance licenses. I have 12 years experience in wealth management and I’m finishing up my MBA soon with a concentration in Mergers & Acquisitions. 3.6 GPA from top 50 university.

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

Best study guide for CFP?

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

Best study guide for CFP?

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’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.

Is it worth it to be certified // do the CFP or CFA? Does anyone have advice?

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?

Anyone have success charging an hourly fee for financial planning? Considering making a jump into it, have cfp designation, but am mostly commission at the moment. Won’t be a total switch.

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.

Is it worth to get an MBA? I have my CFP already and see I can get the degree online at Murray State by completing 8 total courses. Is it even worth it? other university’s that give CFP credit?

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

What would you consider a starting salary range for an individual with 10 years experience in the industry and a CFP certificate of just over a year?

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

I have CPA and am thinking about getting another certification. CFA may be too difficult for me. Would CFP a better and useful certification to get that will add value to you on resume/job?

Hello! I am a Technical Sourcer/Recruiter at a reputable FinTech company. I would like to transition into Project Coordination/Management within the tech space. Any tips for the transition? Recruiters: I am open to entry level & contract roles to gain experience! Thanks in advance for the assist!

How much ($ amount and % of income) do you put towards 401(k)? I put $535 per month and it is 15% of my salary. I contemplating if I need to increase this. I’m 24 and am a worrier about retirement.

Any tips for someone looking to get into a Strat and Ops Mgr. role? I interviewed and advanced . Recruiter said my skillset directly aligns with this type of role and mentioned there being lots of hiring being done in Atlanta but this was months ago and the recruiter said she’s been shopping my resume around… and let her know if I see anything in the interim in the careers site… no follow up interview scheduled…

I really wish to join CGI.

Any Managers here looking for a Business Analyst . Please let me know.

Any favorite moving companies you would recommend? Brooklyn to Brooklyn specifically.

Hi,

Can anyone help me with referral in Mainframes Developer position in Coforge.


Thanks.

I am new here and looking for job anything about assistant accountant or auto insurance company

Wanted to understand what happens in FAANG companies if H-1b visa runs out and there is no I-140 in place to extend visa beyond 6 years. Do they transfer the employee to a non-US office E.g. Canada? Does anyone here been through this scenario?

Has anyone heard of/have experience with Project44 out of Chicago? The role would be in Finance.

Morning! Being laid off sux, I been down this road 5x in my career it never bets easier.

Dust off contacts and make your rounds
* if you’re in a good position to take time off do some, seems we all need a mental break anyway

Any good primary care docs in Shaw and or NW DC? Thank you in advance. Not looking at OneMedical.

How do you know your true worth? And once you know, how do you make sure you get it?

I am on a team that manages relationships with the banks that hold brokerage accounts for a large Asset Management firm. I have gained an enormous amount of experience (relationship mgmt, project mgmt, analysis), and compensation is decent - $85k base with $25k bonus - but I have no idea what my top earning potential would be if I switched companies or pursued another role. What is the best way to find out?

Between this app and looking online at cars I have not been productive at all today. Looks like it’s gonna be a long night.

Have any associates actually discovered something during diligence that tanked the deal?

Gonna be in Houston all next week. Have any recommendations of what to check out?

anyone have experience on the area of subsidiary lending space in the US?

Wordle 511 3/6

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Series 66 study tips/tricks/resources.

How much quant do FA do? I do a massive amount, and my returns are 3-5% alpha. But am I wasting my time? Should I look to move my practice to a hedge fund module?

I'm an Associate and I'm about to buy a new suit. How much should I plan to spend?

How do you make your office seem more inviting? Just moved into a new space and looking to spurce it up

Performance reporting software ?

What is the best way to go Indy without many moveable assets? Any advice on what you have done? I want to join an established firm until I get assets built up and more weight to swing around.

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

What kind of ways of teaching have you found effective for interns/associates?

Hilton getting sued for espionage is the Cold War we needed in 2020. Acc right now is not a bad time for bad press considering the industry is in the toilet anyway

If you don't convert a prospect to a client, do you ask for feedback? I'm always curious if it's fees, perception of services, I come across as an idiot, whatever.

Can someone explain to me when a VA makes more sense than a total return portfolio or another strategy for income? If I’m wrong, I want to know that I’m wrong.

When you're in calls literally the entire day from 8-5, what and how do you eat?? I have to talk sporadically on all said calls.

Best book about investing for beginners? Looking to share some with my prospects and clients

Favorite font for meeting notes and other stuff in Word? What about emails?

How has their CSLP (certified student loan professional) designation and who did you go through and how much did it cost? Thanks!

Not sure if this is the right bowl, but if you’re independent, what are your ticket charges? What’s industry average? Not sure where to get this info...

Anyone have a car phone mount they recommend? Something that works on most cars consistently would be great

Has anyone had any success using LinkedIn sales for targeting small to midsize businesses or just regular clients. I can say I love LinkedIn for networking and jobs but have never used the sales