Thinking of hiring a paraplanner in the San Diego area with long term growth potential/practice ownership stake. Any ideas on how to go about finding the right person? Anyone have a para?

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

We have an admin that we call a para planner LOL

like

Related Posts

Been with Deloitte for about a year as a consultant and currently interviewing for a Business Integrity role at Meta. From what I understand, the business integrity role is an internal consulting role for them. I’d like to not have billable hours anymore and more of a WLB but not sure if there any key differences between the two besides that. There is a pay increase but not really concerned about that. Any thoughts on this transition if I am offered?

like

Anyone from non tech background moved from BA role to software development manager role? What was the transition like? Do all companies need tech background for management roles where software development teams are concerned?

like

Hi everyone!

I’m really looking to break into my first
Salesforce role! Could anyone provide guidance on some Salesforce partners or roles for remote entry level admin/dev roles? I wouldn’t consider myself entry level, but as far as Salesforce goes, I have limited formal experience (with more informal) currently to market myself in that area! I’m pretty confident using it having used other CRMs in the past and going through trailheads. TIA Deloitte EY Accenture Capgemini PwC Salesforce

like

Outside of hiring an agency I’m looking for innovative ways to recruit marketing talent, any suggestions?!

like

McKinsey & Company Hi All, anyone willing to provide referral for a role I'm interested to apply for at McKinsey & Company ? Appreciate any help

like

Hey everyone! I’ve been an SDR at my current company for 8mo and an opportunity in the AE role came up but my boss (male) said he wanted me to have more experience before promoting me. Offered me a CSM role at the end of Q4 but then I found out he is promoting the other SDR (male) who has 4 months less experience than me and has by no means proved himself. So long story short, I’m pretty upset about the blatant favouritism and looking to move. Anyone have any CSM or AE roles open??

likehelpful

Anyone with luck in London at the Economist, Amnesty International, IRC, or Human Rights Watch? Curious if the hiring process typically happens through referrals

like

I am looking for referral in Gartner. I have identified the opening, can anyone refer me here ?

like

Anyone here Work in subrogation? I wanted to see if I’m being paid a good rate. Been in my role for a little under 2 year and making around 55k. Curious to see what other companies salary range for the same position.

like

Hi Fishes, looking for scrum masters opportunity and referral. Please help. Serving notice period.Given two interview got rejected in both with reason -not enough PM knowledge (costing/ project priority within program)

Anyone in finance industry or role where your trading isn’t limited? I took a new job and can’t trade at the new firm. Really not pleased with it, I am younger and enjoy trading options

like

Hi fishes, I am currently working in Technology Consulting at Deloitte USI. Can I get a referral for Dalberg/FSG?

like

Currently working as underwriter in chennai, planning to move Bengaluru, is there anyone to provide referral.?

like

How much are PCA/HHA positions hiring for ? What’s the highest offer you have received?

like

Hi fishes,
My Brother is looking an marketing/hr intern position he is in his last year of his BBA please help

like

has anyone been to ORD lately? are the wait times high for precheck? got a 7:45 am flight on friday

like

Looking to pivot out of Software Implementation. Want to find a role that’s more creative, cross-functional, with pitch-like client facing. Any ideas?

like

Looking for job opportunities in IT sales, 8 YOE overall. 7 YOE in IT sales. can some one help with the referral for Amazon, Salesforce, Adobe.

like

What is the difference between a Business development Executive role and an AE Role? I hear people talk about them like they’re different.

like

More Posts

Been doing my job for 6 years now and I am roughly paid 10k less than my coworkers for the same work even the new hires are paid better than me. What can I do?

like

I’m in the hunt for perfect white t-shirt. Crew neck, cotton, not see through, fitted not blousy, women’s cut.

I used to do Banana Republic. I have colors from Madewell but their white is see-thru.

like

Jeffries Restructuring Group? Any thoughts or opinions?

like

Has anyone bought body wash or deodorant from Native? I’m looking to buy body wash and couldn’t decided what scents are good. Let me know if you have any favorites!

like

Coming in as a new PwC employees.. is the firm giving everyone IPhones? Going into consulting

like

Schwab/TD Ameritrade layoffs...you guys can ask for referrals!

like

I am sure this has been asked before but are the Product School certifications worth it?

like

Hi all,
Will there be many onsite opportunities in
EY GDS? If yes, how is the travel policy?? EY

like

As a trans I struggled during this time of the year. My obligation to discuss how hedonist this whole Valentine’s Day is and how it celebrates disproportionately cisgender relationships without ANY regard of that impact on the non cis or transitioning or RE transitioning people. It’s important the feelings of those who are not sure of their gender status into consideration when planning group activity. Especially for students who have not decided to reveal..

likefunny

How much hike percent can we expect during promotion from analyst to consultant.

like

I have 3 years experience and mapped to a support project in DELL EMC. how is the WLB, what are the benifits offered to employees And how are the shift allowances.

like

What is the salary range for FP&A role in Finance with 7 years of experience?

like

Best way to transition a start-up to working in 2 week sprints? Engineers already have more or less all of their work lined up for the quarter - what’s the best way to tackle a sprint planning session?

like

This may be a long shot, but has anyone heard of Cimbria Consulting?

Anyone ever heard of Pappas group? They slid into my dms on LinkedIn. Looking for insights. The website didn’t show work but the clients seemed interesting.

like

Anyone having a tough time communicating their value on their resume and LinkedIn?

likefunny

Looking for a Spotify referral 🙌

like

Anyone joined Non-technical teams or about to join ?? This week or next week

like

Have opp to purchase explorer I. Debated b/w this, DJ36, Sub ND. I have reached certain milestones - turning 30, 300k+ equity... but feel super nervous spending $7k on watch. Did you feel nervous too?

Post Photo
like

Which are the top consulting firms in UK to have great mentorship, learning and development as an entry level business/data analyst

like

Additional Posts in Growing the Team

Top producers on teams: If I wanted to join your team to work/service your smaller accounts, and dig up extra assets from those accounts, what % of your revenue would you invest for that?

like

Looking to hire a part time admin assistant in a small RIA office. Someone with experience in a professional office who can appreciate flexible hours. How would you go about finding such a person?

I need some advice from advisors who have brought other “Junior” Advisors on. What is a fair split? Currently I have passed on my smaller clients to them, as well as providing consistent leads for them to call and meet with. The individual is working to build their own book of business, but up to now doesn’t have much production. They have only been in the business for about 2 years. I also provide an office and everything that comes with that, and admin assistance. Thanks in advance!

like

Does any one use a TAMP in a IMA?

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Upstate NY (Capital Region): Looking for administrative assistant to join the team - would learn from current admin staff. Looking for 25 hrs/week minimum but more likely full time needed.

like

Looking at making a move to the independent side. Have around $20m in AUM in wealth management with another $85m in retirement plan business. Been looking at Investacorp. Any thoughts?

like

Tampa, FL looking to add an advisor to our team. Message me if you are interested.

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).

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

likehelpful

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.

like

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.

Opening for a advisor to join an existing vertical team in Columbia SC.

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.

like

I’m looking to hire a junior advisor whom is fully licensed and preferably has a book of business in the Plano Texas area. Compensation DOE.. PM if interested.

like

I've interviewed three possible additions to the team as new FAs. I liked the sliding pay scale we had at Edward Jones. Anyone willing to send me a copy of the current EDJ PDF showing the current scale they use, i.e., pay starts high & commission low the scale moves pover 5-6 years to where the pay goes to zero and the commissions (fees) go to max?

like
like

Older, successsful FAs: How do you suggest a younger female in the business approach you and talk about joining your team? What areas do advisors like you need help with?

like

I'm looking to add a Branch Office Administrator...anyone have experience with hiring for that position?

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

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.