How should I pivot to Wealth Management as a Credit Analyst for a commercial bank? I’ve worked as a credit analyst for about a year after graduating in finance last year. I also interned at a wealth management firm while in college. Any advice is appreciated!
I am an UX deisgner and have 4+ yrs of experience and I am looking for a job change can anyone refer me in any of your organization if you have any vacancies.
I tried watching Abbott Elementary. It wasn't funny too me. It hit too close to home. Anyone else?
Anybody know anything about Nicholson de vos Webster Elliott for patent pros? Culture, pay, hours etc? Mid level looking to lateral
Are J1 visa holders ok to do billable client work? In the name of being trained, This seem to be a good loop hole to displace American workers.
How many entrances/exits does your building have? We are a big and old building, with many many doors - students are always leaving through and letting their friends in throughout the day. How has your school dealt with these security issues?
What exactly is FDD? I am confused about the different names the firms call these positions
Thoughts on PWC Offer- Manager Role -151K base, 10k sign on bonus.
Current YOE -5
Have all Workday Integrations Certifications
Is there any end/expiration date for DSARs? How are DSARs reconciled with record retention and deletion requirements?
recently hit the one year mark with my company and wanted to see about negotiating a raise, was curious to see what other people were getting paid for a similar role. I handle inbound calls for 401Ks and Pensions, processing transactions and investment changes. Currently at $60K a year. What are people making at other places working something like this?
Is Calvin Klein underwear worth it
I really can't have my zoom on in meetings because I speak with my facial expressions. Can anyone relate?
Has anyone applied for a schengen visa recently from the US or India? How long did the approval take and was the process smooth? Thank you!
I'm counting on the IRS spending a disproportionate effort cracking down on crypto trades as an indirect move to regulate. Thoughts?
What’s the smartest/best way to maximize Star alliance, Bonvoy, Amex corporate, and CSR points to take a trip for two from nyc to Italy? Newbie here- 1st time using my points to travel!
Which one to choose Infosys or cognizant
I want to know in terms of below points
3)decent annual hikes
4)projects preferably devlopment
If you have any idea please do let me know
Any fishes in Robinhood, PayPal, or Coinbase down to chat? Looking to join the corporate dev team
From where we can get our employee id?
I want to login to payroll portal. Which ID it is asking for?
Additional Posts in Financial Advisors
JPMorgan structured notes, AXA Structured Capital Strateigies, Brighthouse Shield. Thoughts on these similar products?
Taking my CFP exam in November and am getting nervous. I still have 5 weeks to continue to study but it is so tough to juggle running the practice, having a family, and finding time to study! Any advice from people who have been here?
Currently I’m at JP Morgan as a RB , getting my SIE, 6 and 63 but I just found out I’m unable to get the Series 7 unless the role requires it. I like that Fidelity has some positions are WFH. My question is should I stay with JP Morgan for a year ( don’t have to pay back my licenses) or just apply Financial Service Rep as Fidelity sponsors Series 7, 63 and CFP. I’ll be taking a pay cut Currently 73k salary including incentive at JP and Financial Rep at Fidelity 50-60k salary.
Looking at Barclays wealth manager roles in the UK. Can anyone on here help with salary band range to be expected outside of London?
Who here can open an American Funds account without using a Brokerage Account? It seems like most advisors are forced by their BD to use a brokerage account rather than going direct.
Came out of my interview. Went to the bathroom. Saw dried tooth paste on the side of my forehead. Fantastic.
What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?
What do all you indy RIAs use to archive your electronic communications? I've been getting emails from Smarsh about their platform and wonder what anyone else is doing.
I have CFP but see need for more managed account in my practice. Would it be wise to get CIMA (Certified Investment Management Analyst) to obtain more knowledge and skills? Thank you.
I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?
Hello! I’m a financial advisor and a CFP. Running a good practice but looking for a side gig while my commissions ramp up. Any tips/gig that have worked for you? Ideally WFH, flexible hours.
I have a double bachelors in economics and environmental science, am a good writer, and good at accounting.
Any and all suggestions appreciated!
Why do people buy Starbucks coffee when your home office has a nice automatic Starbucks coffee machine and all you have to do is place a cup. I swear I'm not cheap but wasting $3 bucks irritates me.
I would like to start adding in insurance sales to compliment my investment business. What companies have the most competitive whole life policies as far as cash value is concerned?
Does anyone have much experience with the 403(b) market? I might have a good opportunity in a school system, but don't know too much about how to approach it.
Do you use a TAMP in your business model? Looking to incorporate some in my business model with clients that have a balance of over $1m. Any good ones that you guys use?
Where do you buy your ties?
Spokane, WA new hire comp: They pass test (I reimburse) then pay starts. Year 1: $40K & 10% comm. Year 2: $30K & 20% comm. Year 3: $20K & 30% comm. Year 4: $10K & 40% comm. Year 5: 50% comm. Thoughts?
3 am and always something to worry about.... is Beto O'Rourke going to beat Cruz and there goes the Senate...is my youngest going to do poorly on his SAT's...is the market going to be down on Friday
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