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!

like
Posting as :
works at
You are currently posting as works at

Related Posts

Do people here consider having children and what it means for financial planning?

like

Hello, How it has been working at Rockwell Automation - Kalypso so far. Please share your experiences? Kalypso Rockwell Automation

like

Good afternoon!!!

I am trying for a job change from last month with little to no success.
Any referral would be of great help.
Morgan Stanley Accenture Moody's Corporation Deutsche Bank EY Wells Fargo

Thank you.

PS- DM is locked since I am a new user. Kindly DM me so that I can share my resume.

like

Anyone have insight into the AWS Associate Account executive role? Scope on the job function and possible TC for those who are currently in the role?

like

Hi everyone! I’m hoping to get some career help for my partner. She is looking for a remote work job as a senior marketing associate or marketing associate manager position and has about 3 years experience in B2B and running campaigns at Caterpillar. Have any advice for getting her an interview? She’s quite capable, just needs a chance to demonstrate that. Will happily share resume/cover letter if needed. She’s looking for $110k-$120k TC. Thanks in advance to anyone who can help!

like

It's an "enhanced workflow"

Post Photo
likefunny

Is it normal to never feel sore after leg day? F here, been weightlifting for over 6 years and never feel sore after a leg day, no matter how hard I try.

Reaaaaaaally struggling coming into my second year as an associate. Like am at a spot where there’s an associate underneath me and a senior above me and I just feel like there’s no space for me on my team and I want off of it. 😂

like

Hello, for gartner in India, can anyone share the hierarchy of roles and where does principal stand in that hierarchy. What sort of experience is required for the Principal designation?

like
like

Thinking about quitting current job as healthcare analyst due to compensation and travel...anyone willing to chat and potentially refer me in the healthcare space with less travel?

like

What is Senior Associate at BNP Paribas? Is there other hierarchy for Software engineers/developers or is it the same?BNP Paribas CIB BNP Paribas

Has anyone ended up working for a prospect?

I just had a conversation with a CEO at a startup I admire, and the topic turned to sales hires. My jaw dropped at the comp numbers and I also really love the product, their selling philosophy (buyer centric, empathetic ; less volume based), and I feel like the CEO is an extremely empathetic bit straight forward person.

I'm considering throwing my hat in the ring for consideration, at the same time I've got a sales motion going on - any tips?

like

Anyone here work for b&bw as a store manager

like
like

Does anyone have an idea on what salary should be expected when applying to a major biotech company (GSK, Novartis, J&J, AbbVie etc...) as an entry level (3 years experience) Pharmacology & Toxicology master degree with an emphasis in Drug Discovery and Development with technical expertise in electrophysiology/neuroscience domain (several published papers on sodium channels) ?

like

Anyone know where I can find (free) response rates by medium for direct marketing?

like

What will be my in hand salary if Fixed is 9.5 LPA ?

like

Anyone know if there is a tax PFS or PCS group in Denver, and if so, how big it is? Considering transferring but my speciality is going towards PFS and I'm not sure what the offerings are.

like

Additional Posts in Pivot to Finance

like

Hi, I am wanting to pivot to finance but am unsure of the proper route to take. Any advice?

like

Hello all. I have an interview coming up at BlackRock in their alternatives/credit group. Transitioning from consulting. Any guidance on first round with someone who will be my direct boss? This would be a dream career move for me so any advice is appreciated!

like

Would anyone have a breaking into wallstreet course they would be open to sharing?

like

Anyone in The Bay Area that knows of any career openings in Commercial Banking Portfolio Management that I can refer a friend to? Feel free to DM me if you can help 🙏

like

For marketing profs working in finance, is it easy to convert from one area in finance to another, even if different niches (i.e. does having a background in banking allow easier transition to fintech, or DeFi?)

like

Since JPM is increasing salaries for analysts in CIB, does this apply to analysts in strategy too?

like

Any VP corp bank jobs out there?

like

Anyone at UBS Group Internal Consulting can share advice on the recruitment process and types of projects you work on?

like

Do any bankers know of a place that you can pay to update your resume? (Specific to I-banking).

Short on time and would like to outsource this if possible! (Posting for my partner so ignore the title) Thanks!

like

Anyone at BlackRock willing to connect?

like

College sophomore looking for summer position. Quantitative finance major. Smart guy. Hard to get summer positions after sophomore year. Suggestions? East coast. Thx. Asking for a friend.

like

Do you need to be sponsored to sit for the Series 7, Series 65, and Series 82 exams? I’m hoping to become an accredited investor by passing one of them.

like

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

like

I’m currently in a junior accounting role working with invoicing and billing management. I don’t have a degree in finance or accounting but the more I learn about finance the more interested and excited I become. Anyone have any insight as to how to grow in my career without additional schooling? (Open to certificate suggestions). Additionally what roles can I strive for given my experience?

I’m remote till at least June. Been in the burbs with my parents but want to move out soon. If not NYC, where are most folks looking to work remote?

like

Question for consumer credit rating experts. I had a perfect credit score across 3 bureaus. Last month I paid off my car note 4 years early and my credit score went down 1 point....

like

Hi guys, I am looking for an entry level position in wealth management/advisory in Canada. Any leads will be very helpful.

like

A friend of mine is trying to decide between a Software engineering role in NCR (Atlanta) or BlackRock(Atlanta). They’re both in the Finance but NCR being more Tech than finance. Please help!

like

What are the best consumer PE/Growth Equity funds in NYC? What search firms do they work with?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal