Opportunities for a financial advisor looking to move away from client-facing roles?

I'm a baby UX designer and am curious how others landed their first gig? I'm in GA's 6 month program and we haven't developed portfolios, is it possible to get an entry level position with just work samples?

A quick note about what I’ve experienced, in my decade long career, is the real advantage of MBB or FAANG - it gives you a shot at stretch roles that are outside your expertise. Not all the time or even most of the time compared to better candidates with specific experience for the role but gives you this wildcard shot at a vast array of opportunities.

Hi fishes, can you please help me with the years of experience required for a consultant role in KGS?

Hello and welcome to the bowl! Please feel free to post questions, share insights and provide anecdotes from your current or future careers!

Agency copywriters (in Toronto): what’s your pivot/exit plan after agency life? Client side seems to be crap work & bureaucratic, are there other creative options I haven’t thought of yet?

Best study guide for CFP?

Weighing 2 options: going abroad to work for a growing startup in an emerging market or working for fast growing VC firm in my industry of interest. Any suggestions?

Is anyone here in-house at Twitter? Curious how the transition has been from a legal team standpoint

Community, I’ve been meeting with a lot of people regarding next steps in my career. One of the best pieces of advice I received is to avoid micro-managing executive staff (agency leadership), as it puts downward and unwelcome pressure on people’s managers and ultimately oneself. Based on your experience in the last 2 years are there:
- Agencies you would steer clear from because their leadership micromanages
- Agencies you would recommend because their leadership gives you room to grow

Thx 🙏🏼

Do we have professionals from Brisbane, or other Australian cities here?

I wanted to know what do you guys think I should ask for expected compensation - my profile is :

3 Years into InfoSec compliance around ISO27001; SSAE-18; CIS

1 Year into Identity and Access Management (PAM focussed)

Holding ISO27001LA, CompTIA Security+, AZ900.

In next 4 months I target to achieve AZ500, and CISSP.

Can someone please evaluate and tell me what can I ask in AUD ? Pre and Post CISSP

Thanks in Advance

Has anyone taken sabbatical? What was the process and did it affect your year-end?

For Virtusa internal candidates :

If anyone has basics testing knowledge and good comm skills and willing to move to testing domain, feel free to comment

Is “BizOps” an overly glorified exit opp?

I hear about it so much on this bowl and did some googling, pretty much can’t find anything negative. What am I missing?

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.

Senior Research scientist with more than 15 years of experience in teaching and research looking for ne opportunities to explore a career offering g professional growth

“I feel like I’m the stupidest person here”
“You are not stupid. You literally work at one of the top consulting firms in the world”
“I literally got a 6% in one exam during undergrad”
“Well damn I guess you are stupid”

Does have your ARM designation help more than 20+ years experience?

I am in the process of finishing up my MBA but considering also getting my SPHR or PHR cert. Is it even worth it or a waste of time and money?

Any insights on the London Big 4 bonus range for SM (tax)?

Hi everyone I had recently joined tcs on 10th August. Can anybody let me know what is the procedure to fill the timesheet allocated to the project yesterday but the task was not assigned yet.

Anyone living in Pune Hinjewadi area, need help regarding flat.
Can u please tell me society names which are good and have rent around 15k for 2 bhk

Hi! I’m doing some research on employee benefits (medical insurance, 401k, HSA/FSA, commuter benefits) and was hoping to connect with People specialists or HR professionals in the comp & benefits space. I’m trying to better understand any pain points or challenges you might face with utilization/enrollment. Anyone interested in connecting? Thank you!

What are your top Excel ninja tricks? Ones that few people know...

What resources would you suggest for learning about A/B testing in a community context?

What’s the first selection?

Random partner asked a litigation-related question to a partner I frequently work with (i’m a transactional associate). My partner cc’d me and said for me to briefly look. Asked the library. They got me a great case. Sent it back. Now the random partner is asking for more cases in another circuit.

I haven’t done caselaw research since 1L and this isn’t even my practice… wtf do I do (I am fully utilized in my normal work and have a few deals closing soon…)

Hi Folks, I'm looking for supply chain consulting role in UK. Preferably in digital transformation.

I'll need a visa sponsorship.

My wife just passed her echo sonography boards in NY and looking for entry level roles in Bergenfield NJ area. Anyone here have recruiter info ?

I am in charge of Special Olympics Unified Sports. The Amigos club where I do a weekly social lunch with gen ed students and my students with disabilities and a gardening club with the botany class.

What does it mean when someone goes on “extended leave”?

Just received an offer from citi for a credit risk associate role. There’s no mention of a set bonus range but a mention of “discretionary incentive and retention award”. Is it something standard? Never worked at a BB so don’t know the norm. Thoughts/guidance? Thanks in advance

Has anyone ever left finance (or know someone that has) to do something completely different? My experience is split between FP&A and accounting and while I have progressed, I am becoming depressed b/c I feel like I’m in the wrong field. I am generally a motivated, high performing person, but I al starting to slip up and care less, b/c my work is not satisfying to me. I know I just sound like a complainer, but does anyone have any advice?

What are potential exit opportunities in commercial banking? Are the skills transferable to other roles in finance?

I came from a consulting background in tax credits and incentives. I went into finance to pass the time on my non compete clause from my previous firm, but now I have an interview at EY and I’m not sure if I want to give up the work life balance. Any advice?

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?

Considering going into Finance Technology roles within big4. I have have >3 years background from deloitte doing Tax Technology. Can anyone speak to these finance technology role &/or give referral?
PS left deloitte about a year ago and have done finance related work for <1 year

Edward Jones advisor with 30 million AUM and roughly 250k gross production. Been there for almost 4 years. Got an offer at Merrill Lynch to take over a 100 million dollar retirement transition plan in 5 years, or to join a 5 person Merrill Lynch team that manages a lot.

Pros to EJ: Have my own office, a year or two away from partnership, great office setting and client satisfaction.

Pros to Merrill: Bump in compensation, additional tools and services w banking, ability to take over assets.

Currently in a project finance and looking to breaking into tech/fintech. Any advice on how to pivot?

Is it really unrealistic to expect a raise in this current economic climate? Review period is coming up in July, and I don’t want to shoot myself in the foot by not asking for a raise.

The amount of kids coming out of B-school MBA’s with one internship and expecting 100k in low cost of living cities is crazy lol. What are they telling these students…

Is anyone familiar with post IB exit into something like IR? Still new to the game and other than PE (due to the herd mentality), I don’t know much about other exits for better work/life balance. If anyone has insight on type of work, recruiting process, and comp it would be super appreciated. TIA

🗣️ #ASpaceToVent 🗣️
Making a career change is tough! Let's use this thread for venting, asking for community support and feedback, or just being witnessed on something that needs to be shared. A space to say what you can't say elsewhere!

What do you guys think about a career in investor relations / capital formation for a decent size PE. I think principals get carry.

Looking to relocate to Boston (fiance grew up there and wants to settle down around family). Sadly I dont have much of a network up there. Does anyone know of current searches?

Any particular segment of sales good for ex-finance? Currently 3 years in at fortune 100 bank on business development side (on commercial loan originations team but no commission/targets at the associate level, basically do credit analysis and build pitch books for the producers) This role has been great as I have gotten both analytical experience and tasted sales experience (I say taste bc I’m not the producer) but would potentially like to transition to a sales role that is less analytical

I’m asking to get my notice period waived. I have a 30 day notice period per the employment agreement I signed, but it says they can waive it at any time after I gave notice. Im not going to a competitor or even the same industry. How likely is for my current firm to allow this?

I want to take this moment to wish everyone a happy new year. Still on holiday vacation.

Any suggestions for leaving a financial advisor/planner role? Finance has me drained and I don't want to be client-facing anymore.

I’ve been in non-profit finance for over 6 years, now looking to go into compliance. I’ll appreciate any advice I can get.