Pívot to Financial Professional underway! Started last year. Posting here helps, as I just want to share what I have learned: I am licensed , Life, Health and Accident, in over 30 states. Most of my clients are based all over the country. One of first things I discovered is that there is no shortage of clients. My challenge is finding the time to work all that I can. Love the business and the people who are working hard to find solutions for clients!

Hello,

My friend joined RBS with 18 LPA (1,80,000 is the retirement funding) rest comes in basic & benefit funding. What will be the monthly in hand amount?

Why do people not respond to calendar invites? Come on now we can do better🙃

Why is the market going back up already? Is this how it was in 2008? Should I keep my 401k same or increase?

Would like to add scarves to my wardrobe, any recommendations for a male 🐟 ?

Friday Wordle 314 2/6

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TCS rehiring started?
TCS HR called me and scheduled an interview even though I said I'm exTcser

Would love to connect with someone from Google as I'm targeting Product roles. I've over 7 years of experience in growth centric roles including user journey orchestration, CRM (in-app messaging , push notifications), usability research and user acquisition through paid channels. I don't have direct PM experience (haven't held the title formally).

#product #PM

Pro tip: live close to poorer people to feel rich. The feelings of wealth are extremely subjective and is mainly based on comparison

Got promoted from SC to M at boutique strategy consulting firm. Base salary $125K w/ 10% annual bonus if sales goal met. Is this fair?

Deloitte Boomerang coming back - can I negotiate a signing bonus? It’ll cost my $25k to quit my current job before March, but D and I want to rekindle our love:hate relationship now, not in March. If yes, what should I ask for at the manager level?

Have you ever taken a pay cut? Do you regret it?

Advice for trying to go in house or client side? Recruiters don’t have many of these positions...

Hi! Excited we have a space finally :)

Any work or use to work at Chartwells K12

Got offered 68k after 2 years as a contractor (62.5k) doing project management/business admin in a tech department at a Fortune 500 bank. I have an A.S degree and working on my bachelor’s/masters may 2024. I negotiated to 84k NYC. I have seen interns get offered 38 per hour (79k) for internship positions with a similar role.

Thoughts? Should I go higher? I do my job well that’s why they decided to keep me as a contractor after my internship.

Best place to find area rugs online or DMV area?

Offer to join Baird as an IB Analyst. Any general thoughts on Baird?

Hey Friends! Looking for advice!

My wife is a Chartered Accountant with 7+ years of experience as credit manager, underwriting loans with some leading banks in India. She just got her EAD and is looking for jobs, open to switch profiles as well. Do you think she would fit in for any role here in Seattle, WA? She has been a star performer and promoted twice in the last 3 years. One problem is companies look for US experience which she does not have, we just moved here early this year.

Can anyone provide insights into Corporate Finance Institute’s Financial Modeling and Valuation Analyst certification? Worth it?

What are the best finance conferences in the US?

Have to prepare for a 3 statement model case study. Any tips/tricks and resources i can leverage?

Came across some guides and videos on breaking into wallstreet and corporate finance institute but wondering if there is anything more out there.

For those looking to get into Consulting, there’s a new platform called Profesh that has short videos and reads that explain it in simple terms, and lay out how to break in. Everything is less than 3 mins. Super helpful to learn about it in chunks between doing things. Give it a try!

Is the Client Support Manager/Consultant role at VISA a good role? What is the average salary? Insights and comments are greatly appreciated!

Long term I would like to become a financial advisor but don’t like the high selling pressure aspect when starting off. I would like to slowly build clientele on the side as I work. Are there any entry level roles that could lead to a financial advisor role that anyone recommends?

Anybody in Frankfurt Germany hiring non German speakers?

Any VP corp bank jobs out there?

1. What are some recommended readings to get smart for the Investment banking role? 2. Would you recommend getting experience before going to MBA? Do banks offer offcycle internships 4 nonstudents?

Hi 🐠, question on CFA / CAIA- are either worth pursuing if you want to “up” your professional bonafides? I don’t come from a background in finance, but work primarily w/ PEGs like so many of us.

What is SVB wealth advisors starting salary with in the private banking? Or honestly what is a good salary for wealth advisor and a comp plan.

Anyone have insights into Zions investment bank?

I always get to work an hour early. Is it okay for me to leave a little after 5:00?

Credit Key - any insights? Has anyone worked at this company? I have an interview for a marketing role with them. Can't find any reviews on Glassdoor.

Hi! What are your experiences with Robo Advisors? Worth it? Or is investing in a few standard ETFs (no day trading) going to yield more return?