Financial Advisors

What certifications would be good to get as someone who is fresh out of college and in their first role?

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it depends on your target market. HNW go for cfp, otherwise letters mean nothing.

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Don’t waste your time now. Spend all time growing a business. Once survive then get certifications.

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Bang out the awma real quick. It’s like a mini cfp. Will build knowledge real quick and give u some letters. I would t do cfp etc until u are further along.

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CFP, CFA, other retirement readiness certifications, brokerage licenses, etc.

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I stand partially corrected.

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CFP is great place to start.

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I've known 3 people who tried to do cfp while staying at $0. none of them got their cfp done because they washed out. I would build book until it pays the basics first... you can't eat a cfp certification.

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Related Posts

As a Change Management Consultant, I know what that entails - comms, training etc. what different roles can Salesforce Consultants take? Which is the best “type” of role in your opinion?

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So, is any agency hiring at the moment?

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For dev/engineers, is it easier to exit to MBB or FAANG?

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Recruiter contacted me last week for an operations position at LinkedIn. Anyone else had similar types of offers/interviewed around? I guess work from home Friday's are good for something....

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Anyone here working for Zs in healthcare provider space. What kind role is principal compared to other major consulting firms..

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Anyone know what the situation is looking like in experienced CDD hiring? Particularly in the big firms (L.E.K., Strat&, Parthenon etc.)

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To everyone complaining about too many PPTs and too much PMO work, are you looking for Product Management experience, want to build cool apps? Exit to a startup one day? Come to Deloitte Digital. 📲

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Anyone have insight into the Associate Account Strategist role at Google? Was contacted by a recruiter. Seems like a very entry level sales role. 1.5 yr experience in consulting- considering switch.

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So excited to be possibly take a position with so many inspiring women. Just not excited about the actual company. 🤷🏼‍♀️

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How bad is it to quit a job after two months? Currently at a BB bank but it's a financial analyst role and I want to be in due diligence/m&a space to eventually move to Corporate Development. Contin.

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Anyone at Microsoft willing to chat about a role I’m interested in applying to? Looking for some resume feedback and general tips on getting an interview!

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The subject of internal monologue has been fire lately. Do you/don’t you have one and what is your role in advertising?

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I’m interviewing for a position on an huge, world renown account that does have a reputation at the agency for being very hard due to 🚨difficult clients.🚨—>

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Googler🐠🐟🐬🐳🐋🦈🐡 Passed the case and got into the second round of the interview for a BA role. 2 years of experience. What type of questions do the interviewer ask? (In addition to behavioral)

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I've worked with Huron folks as an Administrative Fellow and the firm seemed pretty cool. Anyone here from Huron able to chat about a possible referral?

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Anyone hiring right now? Tier 2 firm with 8+ years medical clinical experience, 2 years consulting (at the T2). M7 MBA, masters in science-related subject. Looking for my next move. Please DM if you can discuss further / refer. Open to boutiques.

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Does anyone know if PwC is hiring H1b for Tax?

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What to expect on the first round BCG interview with partner for experienced consultant role. Been told it’s an opportunity for me to learn about BCG and tell about my experiences.

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Is OW USA still hiring? I see positions posted on the site but the posting dates predate Covid...

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Any 🐠 went to industry to work at Hilton? I identified a position I’m interested in but have no connections to the company.

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Additional Posts

Curious about compliance program manager salary in the Bay Area, anyone has insights?

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Background: graduated with a masters degree in May. However h1b was filed using my undergrad degree (not obtained in the US). An RFE was raised on June 16th. How long would it take for me (contd)

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Updated: Some sick person photoshopped it to look like Trump was mimicking Hitler and it’s being passed around as real.

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Potential bed bugs in my hotel room. How many Marriott points do you think I can wring out of this?

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Coronavirus... SARS... H1NI... what if China & the world just stopped eating meat altogether? Why can’t our species go beyond consumption of animals? It’s causing chaos! Or am I oversimplifying this?

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Has anyone taken the CFE exam? How did it go? Was it hard? Gow did you prepare?

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A2 to S1 raise, what's typical?

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Manager 1. Transfer from audit into FDD (and have to do one more busy season in audit), or leave to a financial reporting job at a large public co for 40% raise?

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Currently at MBB (post mba) with an offer in FAANG in fin ops (170k) and in a PE backed company (210k) in their transformation office. Which to take? What kind of exits are there in transformation?

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A lot people here have already spoken about the immigration nonsense going on in the US right now. There was also a thread about possible places one could go if not here! Has anyone looked into Singapore and how to best to transition to the place with a job? It is such a great prospect, especially with its close proximity to India..

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Ugh... insurance just retracted and now say they don't cover egg freezing after initially saying they do... has anyone flipped insurance no to yes?

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Is there really any benefits/perks to having Ambassador status with Marriott? I had it several years ago with Starwood but I just continued to book online...

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What has been your most awkward moment in the classroom or with a student?

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How is the transaction advisory market in Atlanta for the big 4? Is Deloitte still top dog

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Looking for remote (baby #1 on the way) new business Director/VP opportunity with a mid-size to large shop. Closed $10MM (80% ⬆️) in new biz in 15 months at 150-person agency. WD-40, Pfister, Bosch..

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Training at Deloitte: how much budget and hours do you get each year for training & certification? Do most of firm trainings happen at Deloitte University? At BAH they give you 40 hour/yr for training

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How big is the interview difficulty gap between Big 4 and MBB?

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Big4 or Amazon retail rotational for post-mba?

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Anyone gone through marriage issues? Ours is in the worst place it’s every been and the big D is being hinted at. We are seeing a counselor today but I feel so sick about this I may actually throw up.

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As a Change Management Consultant, I know what that entails - comms, training etc. what different roles can Salesforce Consultants take? Which is the best “type” of role in your opinion?

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