Team Financial Planning Specialist or no?
My team is growing more and more to specializations with investment products. (Insurance, alts, ESG) I’ve been wondering if the Financial Planning role could also be a specialist in our client experience. We have two competing ideas; A financial planning specialist would be able to develop intimate familiarity with the planning software, processes, and human nuances. But would a newclient feel 'bait&switched’ to be handed off for this important process?

can someone refer me in accenture for role of manual/ automation tester.

YOE: 2.8 years
NP: 3months

thanks

How do referrals work? Do you apply first or wait for the referral, then apply? Looking for a tiktok referral.

Trying to get into a big, famous shop. But everything good dies at smaller shops in my town (not NY or LA) bc of the client or CDs that never made it. Feel like I’m stuck in a loop 🔄

I’m a financial advisor (Series 7 and 66) and I really wish I would have become an accountant or investment banker. I like advising, but it’s a grind to find people to make new clients to sell to in order to survive. Are there any exit strategies for a successful young 26 y/o advisor to move to investment banking or a salaried advisor job?

PwC 🐠 - health insurance coverage. What are the deductibles for the high-deductible plans? Still want to use the HSA. Thanks!

Any government or gov contracting positions in the public health space anyone can recommend? Any direct hire positions if gov? Looking to make $115-125k.

Anyone here a Product Mgr at Cisco? Would like to connect to discuss the hiring process, and get some pointers towards prep

Starting to get more involved in the project sales process - any recommendations for books or resources to develop skills in this area?

What is the average salary for a controller data analyst role in industry?

Anyone here take APICS CSCP? Is it worth it? What type of role are you in?

What’s the pay rate for Full Time for Senior Integrated Producer - 10+ years of experience. Job is with agency and client is in tech.

If anyone is interested in or knows someone interested in practicing insurance coverage litigation (different than ID) in the Boston area, let me know. It’s good pay, reasonable hours, and interesting work.

Hi Iqvia fishes,
Need your help for a referral. I have the job id, Can someone please refer. I am serving notice period.

Thanks... #Iqvia

Just secured a legit ft new grad tech role starting in july not big tech. Should I keep applying all these highly leveraged companies are rescinding offers so im worried about mine even though its a stable company.

Is there anyone who works for Google or Amazon and has a healthcare background with no tech skills? I have my MBA with a healthcare concentration and I’m looking to switch industries. I’ve started to take certification courses on Udemy but would love any insight on how I could get my foot in the door with those companies. Thank you!!

Any mass hiring happening for freshers??????

How is Capgemini Mc Donald's project

I paid off all my debt (mostly student loans) earlier this year and haven’t changed my spending or lifestyle and the savings have been piling up. It’s getting addicting just watching it jump up after every paycheck. Feels amazing to no longer be in crippling debt and finally move on with my life.

I’ve recently started work at a very young tech startup. Coming from a big law background, this was a huge change of pace/environment. I’m having a lot of trouble getting used to how unstructured the startup is. It feels like hire ups give a set of instructions then talk as if they don’t remember, or then decided rules A, B, C and D applies without being clear this was the case. Is this just the general startup environment? If you experienced this before, how did you deal with It?

Tomorrow is my first day at Deloitte and yet to receive my laptop

Is this normal ? UPS package says label created but not picked up for last two days !

7 YOE Mainframe & Unix
Not good at COBOL
Good Communication
Team playing leading skills
People skills
What may I learn to climb career ladder ?

Relocating to work in NYC, and looking for a place to live with an excellent school system. Willing to commute up to 2hrs. Any recommendations (cities, counties, zip codes, etc.) will be much appreciated.

Hello All ..from which app or website I can check my public holidays in Pwc AC?

Hi Fishes, Just wanted to know what is the salary band of associate 2 in Tax profile? Location is either Kolkata or Bangalore or Hyderabad.

Need more than 11 likes to dm regarding opportunity I got in Singapore

I want to be in private equity because I want to make a lot of money. I want to be in FAANG because I want to do interesting work but make only slightly more money than I’m making now.

I’m having a lot of trouble figuring out which to pursue.

Anyone know if any Tech/FAANG companies hiring in Sourcing and Supply Chain management roles?

Looking for performance testing openings for 10yrs exp.

notice period:30days.

What are the best ways of tax exemption

Hi all,

Seeing some posts on layoffs in barclays. Is it true and which category of Employees will fall in that list.

How does everyone explain their jobs to their in-laws? I need an explain it like I'm five explanation on my role and fintech in general for my family gatherings

Can someone help me on what should one ask for B8 position for project management having 8 years of experience .

Is it ok to look for one night stands while on road and not feel guilty.. does it mean I dont love my girlfriend?

I'm a Sales recruiter currently recruiting telecom and UCaaS and am trying to get a salary and OTE range for people who sell Cyber Security solutions related to Overlay. If anyone can provide me with some insight I'd be very appreciative. If you don't want to comment directly, feel free to DM me.

How to ask Salary Hike to my Manager, How should i lead the conversation? Will it impact anything (promotion etc.). Please guide me as I am fresher and this is my 1st company.

What is your staff to client ratio? How did you determine when to hire add’l help?
We have $50mm AUM, 400+ clients, one licensed advisor, one unlicensed assistant (FT).

Anyone here currently in or looking to make the transition to a client service associate or paraplanner role? Hiring in NYC- please respond to this post

Looking for an assistant for our team. Tampa, Florida. The assistant must be a ninja.

Best study guide for CFP?

Denver RIA provides platform for Advisors looking to be independent. We custody client accounts at TD and Schwab. Glad to talk to qualified advisors looking to free themselves from the broken dealers.

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

Hey! Ive been in banking as Licensed RM, I just need 7 and 65 and I’m looking to move to the securities. I’ve interviewed with AXA and Mutual of Omaha, but I need a recommendation for an entry-level.

I’m looking to hire a former Ed Jones/Ameriprise FA in the DFW metroplex that wants to grow their business, learn holistic planning without the unrealistic sales quotas with opportunity for equity ownership of their book. Base Salary, (DOE) health insurance and benefits available. PM if interested.

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.

Hiring an advisor and a 401k specialist in Greensboro + Charlotte NC

Interested in hearing about anyone who has added a second full time staff person. Current setup is two main advisors (have a few licensed solicitors) and one main admin. Getting to the point where she has too much on her plate. We have been bringing on paid interns to alleviate some of the stress. Thinking about adding another person but unsure that we need an additional full time staff person. Recently heard an employee per every 350-400k of GDC (advisors included) was a good guideline.

I’m thinking of going to Schwab as an Independent. Can anyone tell me what I should be looking at to make my decision easier?

I’m looking for an advisor that wants to work with a team in Tampa, Florida.

ROCKLAND COUNTY, NEW YORK.

My independent firm of two financial planners, one insurance specialist, and two support staff is seeking a tech savvy financial planner to join the growing practice.

I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

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.

Looking for a newer fully licensed (with some training and at least a small book) junior advisor/associate financial advisor to join team. Please message if interested or have lead. Thx

Actively seeking growth-driven Advisers in NY and across the U.S. in one of our eleven branches. If you’re an Independent IAR or a brokerage/wire house Producer desiring positive change, reach me.