The Investment Advisor, a registered investment adviser is looking for experienced Investment Advisors in Pittsburgh, Pennsylvania. Must have Series 65 and book of business. Call 570-815-0770

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

Related Posts

Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

like

Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

like

For ex consultants without finance backgrounds who transitions to PE or Growth do you have any recs on podcast books to read that helped you build your PE/Investing knowledge?

likehelpful

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

like
like

What are some books that have absolutely helped you either working in the investment management space or even just personal investing?

like

Looking for good books on investing. Open to anything- real estate, stock market, etc. please leave any suggestions on what to read and anything to avoid - thanks fishes!!

like

Investment gurus - Appreciate pointers for resources (books, blogs, videos etc.) to read up on investment strategies. Just getting started and could use all the help. 🙏

like

I’m a new CSM (9 months) and I work at a company that doesn’t invest much in its CSM team. I’ve been struggling because as time goes on I feel more and more like a token hire. We have no play book/structure, no CSM tool and I’m current organizing all 95 of my clients on spreadsheets while also handling presales trials with a salary under 50k.

Long story short: I’m searching for mentorship or to be pointed in the direction of a good course so I can help the clients I do have while I’m here

Hi - any good books recommendations for getting started on real estate investing?

like

The Investnent Advisor, LLC a registered investment adviser is looking for Investment Advisors in Pittsburgh, Pennsylvania.
Must have a Seires 65 and a Portable Book of Business. Call 412 388 0500.

likeuplifting

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

like

For any real estate investors

22 years old and currently focused on using my left over income to invest and pay off my debt. I am set to pay off my college loans by next year and, when I do, I want to look into investing into real estate. Does anyone have any suggestions on how to get into/learn more about real estate investing? Or how I can have enough knowledge on the topic to be able to invest wisely when the time comes?

Any books? youtubers? etc. How did you all learn about it?

like

I'm relatively new to stock market investments and have tried to build a balanced portfolio for the long term. Should I hold the stocks for long term or does it make sense to book profits in between ?

List of books to better understand about blockchain:

- Blockchain: The Next Everything
- Algorithm to Live By
- Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond

What other books or resources would you add to this?

like

Newbie to investing. What are good online courses / books to get smart on investing?

like

Hey folks, I’m about a year into my new SE career and looking to continue to invest in professional skills. I’ve obviously been thrown into the fire learning the sales side of things, but what areas (technical skills, certs, books, etc.) you all would recommend I look to invest in? I’ve been looking at some beginner coding boot camps and scrum product owner certs, but interested in what you all have done to further advance your career

like

Hi everyone! I’m a young professional right out of college getting into investing and personal finance management. Trying to better understand and educate myself on personal finance and investment strategies. Can someone recommend some recourses (books, podcasts, experts to follow, etc.) where it’s clearly explained for beginners? Trying to make sense of 401Ks, Roth IRAs, emergency funds etc.
Like I’m looking for someone like Dave Ramsey but for investment and money management advice.

like

Looking for book recommendations; any favorites? Interested in both fiction and educational/self-improvement (for example, investment / finance books, time management, etc). I feel my vocab is...

like

Taking my GMAT in 7 weeks. Just finished the large Kaplan book and have done 2 practice tests so far. What should I do next? Worth investing in a GMAT tutor? Getting 600 on practice tests but want a 690~.

like

More Posts

Is HCL providing WFH setup cost to new joiners?

like

Which holds better value a sub with date or without?

like

I paid for my kid’s college fee this year and last year thinking I will use 529 in future for second kid but now I am having second thoughts as I need little more money to buy an investment prop cntd

like

Anyone from wipro Hitachi ABB account ?

like

Hi Fishes,
Can someone tell me the shift timings at Tiger Analytics? I have heard that they have flexible shifts is 8-5 possible?

like

I currently live in NYC and my lease is up in October. I’m thinking about moving my stuff back to my parents (decently close to the city) and finding a studio somewhere with decent weather through January. Any recommendations on short term furnished rentals and any recs on an ideal location? Looking to stay in the US given corona and somewhere where I can run / bike in the colder months.

like

Still don’t really understood what the Song service group is about and how it’s different from Technology and S&C? Can anyone enlighten?

like

I'm an Identity and Access Management Engineer with 4.7 years of IT experience in Identity and Access Management domain. I am currently on the lookout for a new position with Visa sponsorship in UK. Looking for job in Big 4 , Goldman Sachs, JP morgan, Morgan stanley , Ocado, Wise, Sainsbury's digital , Accenture. Kindly let me know if any one can refer me. Sainsbury's Accenture Wellsfargo Wise JPMorgan Chase Morgan Stanley EY KPMG PwC Ocado

like

Hi Fishes,

Could you please help me with with below scenario :
My YOE is 4.3 and ctc is 13 lpa. I am currently nominated for H1B 2023 and my petition is pending with USCIS for approval after lottery. I have heard H1B process could take months to complete. Should I waiting for the H1B or make a swtich? Is it worth waiting for H1B and how much saving one can make per month if traveling to US?

Kindly share your thoughts

IBM Infosys Wipro Amazon TCS Cognizant
Capegemini Accenture PwC KPMG EY

like

HI
Im looking for opportunity in react js. can anyone refer me @Mphasis
Have 4.5+yrs experiences.

TIA

One of the executives at my job is really attractive. Sometimes I get “ lost” so I can walk by his office 🤭

likefunny

How does AirBnB promote acting ethically amongst its rentals? There are many rentals that skirt their local laws and fail to procure the proper licensing for putting their property in AirBnB. Does AirBnB have any proactive measures in place to ensure all local rental licensing laws are complied with? Is it ethical to be willfully bind of this issue?

like

Looking to transition from an experineced(more than 7 years) automation and manual tester to a python full stack developer , looking for guidance about the path .... job market(including freelancing option) ,job position to target , potential struggles , courses or any other potential resources !
P.S. trying this change to as having a inclination towards development, and also see myself going for technical manager role in future !
Feel free to bust any myths , but plz avoid demotivate!

like

Hi Everyone,

Could you please refer me in Infosys.
I have an experience of 2.9 years in Mindtree as Devops Engineer.
Currently serving my notice period.
Thanks in Advance.

Regards,
Sravani

Okay, Audi C7 S6 or 2017 E43 and why?

like

What's the difference between entry level and associate level? I'm two years into my career and thinking of making a jump to a different industry. Would that be considered associate since I have experience?

like

Sorry if this has been asked before but anyone have recommendations for brands that typically have a thiner profile? I’m shopping around for a piece in the $1k-$2k range (willing to buy pre owned).

What are some red flags you've noticed in the hiring process? I've finally landed an interview after weeks of applying. I think it went well on my end, but something about the managers I spoke with just feels...off.

like

Additional Posts in Financial Advisors

like

I do not prospect. I open accounts while slamming a revolving door.

like

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

like

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

like

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

like

Does anyone think there is long-term viability in Cryptos?

like

I have a new prospect. Small business owner that wants to start a 401k for himself and his employees. Who would be the top 2-3 organizations I contact, and what questions should I ask the providers?

like

Anyone tried meditating and found it helpful to deal with work stress (or just stress in general)?

like

Everyone has a different perspective on this but would love to hear yours. Someone has debt ranging say 4-5% interest rates. Do you attack debt more then investing to move towards a debt free life or do you go after investments since they return historically above that then paying down closer towards retirement. I know the latter looks better on paper but what about the psychological factors of being debt free and the guaranteed return on interest savings.

like

Best books you read this year that aren’t about sales, marketing or prospecting?

like

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

like

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

like

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

like

I dread thinking about work and feel drained from my job. What are some good tips to keep up the focus and productivity? I want to become more efficient to not feel this way.....

There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.

like

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

likehelpful

Hey fish: what are some of your favorite business/self-help books?

like

Is the use of "kind of and "sort of overused public speaking? I have been working with colleagues who use this terminology all of the time and it's rubbing off on me. Precision is lost.

like

Best music/audio to listen to while working?

like

How do you use recognition (awards, articles, etc.) to help market yourself?

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