Those who have their CFP: how have you used/marketed it effectively to enhance your business? Just earned mine and curious how others have benefited.

I’m a CFP® and work as a test engineer for financial planning software. I’m pretty new to the tech space, and wondering what jobs might be out there in the fintech space as I gain more software knowledge. It’s kind of niche working in financial planning software as my background is financial planning. What kind of jobs are out there that might translate well and would have good earning potential?

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

Anyone know of a good tutor for CFP exam? Thx.

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.

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

Average salary for a Senior Associate who’s in the process of getting their CFP?

Best study guide for CFP?

Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

26 y/o JD, CPA, CFP --- what are my odds landing a career with the FBI?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

Looking for an investment advisor who is 1) a fiduciary 2) has a CFA/CFP/CPA or some combination thereof. No exceptions. DC/Baltimore area.
TIA.

Best study guide for CFP?

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

Any recommendations on prep courses for CFP exam? Taking the exam in March

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speaking Spanish Portuguese. 

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.

Hi, i am carrying total 13 years experience in sales and marketing. 6 years in IT enterprises sale's. How much should I ask to employer for salary. Working as a BDM now.

Looking forward to upgrade..

Capgemini HR asking me to share offer letters.

Is it fine to share them ?

Investing newbie here trying to invest my hsa. Debating if I should do 100% on something like viix for simplicity or if I should diversify? If diversifying, what’s a recommended approach? Perhaps 2-4 funds? Many thanks for the help.

Anyway to get GSAP approved before your eligibility? They changed the eligibility to 2 years of working prior GSAP to 3...

Looking to make a change and I live in Tampa. Any suggestions for firms or any help would be appreciated

What is the base salary for Manager level at Accenture?

Hi, I have 6 years of experience as a developer and have offers from, Harman Connected Services(WebAPI Developer - 20 LPA), Bank of America(Senior Developer II - 20 LPA), Siemens(Desktop developer-20LPA), NSR Information System(Senior Software Engineer -20LPA), Tech M, Cognizant, Kellton Tech, FIS Global, Mind tree. Packages are in the range 20+. Which company should I join for good projects and good wlb?

For people who recently refinanced, bought or is in the process of buying a new home, what APR did you get?

Got a letter of default and acceleration notice from bank who repurchased my mortgage due to what they thought was mortgage fraud but wasn’t. I’m contacting a lawyer but has anyone gone through this? I know they want it off their books and suggesting I refinance but my rate will increase and they’re demanding legal fees too

What are you all doing to upskill as the geniuses in AI development fast track our demise? Any plans? I constantly fantasize about going back to school and going down a comp sci path maybe even PhD

Salary expectations for 3 yoe from Cimpress , any idea guys ?

Role Frontend Developer

Any LMS recommendations for corporate training scheduling/ logistics? I work for a staffing company and we have large groups of internal employees (recruiters and account managers) who come through training at different points in their career - it’s a pretty manual process right now as we’re tracking in Excel spreadsheets… Looking for a system that can automatically create training groups based on tenure/ promotion dates. Any help is greatly appreciated!

SWE at Google with McK BA offer hoping for PE. I have five years of experience at multiple FAANGs but am hoping to break into PE after a two year stint at McKinsey. Would reasonable funds take me seriously given my seniority?

Does the PwC Boston office have an LGBT group? I'm trying to connect with gay people at work

Recently USI Kolkata sent an email and asked about employees willingness to come in office if they start the office in the new location near sector 5 untill technopolis building is ready. They asked how many days I want to come in office.....
My answer was 0 day. 😀

Mio Amore er bill e GSTIN thake? Keo notice korecho?

For availing #summertime

I am starting a PgM role ar Google next week and will have a remote onboarding. Any thing to keep in mind? Any insight is helpful :)

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

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

What is your favorite way of winding down during the evening when you get home?

Anyone working at Barclays Wealth Management in the UK?

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

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?

I need some good career-development or finance-related books, anyone got any recs?

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

Where do you all get your CE credits? I know that there are some lunches that I get invited to from wholesalers, but I don't have time to go to 27 fucking lunches.

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

What is the most expensive thing you have ever bought? How much did it cost you?

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

For you introverts who aren't fond of socializing or "hanging out". Do you just dislike socializing at work or just dislike it in general? In my case it's the latter. How about you guys?

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

Do any of you guys use Microsoft Excel or anything like that when doing financial planning? Like for example having an excel spread sheet where you type in clients income, and income when retired

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!