What could I be making in NYC - looking for RIAs.

9 years experience, CFP, CPWA,CRPC, 7, 66, insurance. Experience with UHNW planning and investments. Currently at RIA. Starting to grow a book but mostly service current clients and help capture additional wallet share. Also designed planning practice for old school stock picking firm.

Thanks

Someone please refer me to tcs or big 4 /big 3 or any good company where I will get health insurance .
Domain : Finance
YOE : 5+
Education : Ca final & M:Com
Skill : Advanced Excel with Macros & VBA Rep
Am a Chronic kidney disease patient stage 4 , in future I might need insurance for transplant / dialysis .

Otherwise am active & perfectly working fine in a Pvt Ltd company .
Just that leave policy is very rigid & no insurance .

If you may refer me that will be really helpful !
Thank You .

Thoughts on becoming a benefits consultant at Aon? I’m currently working in a practice not related to healthcare, but have a degree in actuarial science.

CFP CE. Are there any online options that don’t require a test at the end?

Currently have my CFP and CRPC. Anyone done the MSFP and/or ChFC? Looking to dive deeper into estate planning and legacy planning and create a deeper competitive edge in my estate planning council network group. Any suggestions of the better route for this?

Happy Holidays! As I look forward to 2022, my biggest goal is to find a new job with more career growth. Who is hiring in 2022? I have 3+ years in federal consulting and 2 years of experience in insurance. DM me, thanks!

I’m an LCSW with 7 years experience. Currently working as an EAP consultant for an insurance company from home. The pay is good but I hate being on a call queue and the schedule is SO rigid. As a working mom I’m wondering if there are other options for remote WFH positions in insurance out there that don’t require being in a call queue and having supervisors monitoring every single second of your day? I work so much better when I have time to prioritize my tasks and work at my own pace.

Anybody have any leads on work from home positions in healthcare?

Does anyone else notice the insanely highly salaries made by our friends down south and get disappointed? How do you deal with this disappointment? Apart from the usual Trump, “free” healthcare, etc.

I would appreciate your perspective.
I am currently working on my MBA in a professional evening and weekend program at a highly accredited university. I am thinking about transferring to a much smaller private online program, specifically because they offer a concentration in organizational health, which directly builds on my doctoral research. Does great depth and specialization outweigh the value of a highly respected generalist degree?

Hi I'm working in ICICI prudential Life insurance company in banc assurance (ICICI Bank) i have 5 years of experience,i want to switch my job from This sector to IT Sector, is there any reference or is there any chance to get opportunity to work in IT.
(Completed MBA, Specialization in Finance and marketing)

Please tell me how is insurance vertical in coforge@

Best study guide for CFP?

I recently left work to focus on my health and started addressing an eating disorder I’ve had for 10 years. Currently in treatment and slowly making progress. ❤️ to all those dealing with the same.

Can anyone refer me to a Sr. Finance Analyst/FP&A role in the NYC area? I’ve taken a financial modeling class (3 Statement Modeling, DCF, Stock Valuation, Dynamic Model (Best case, base case, worst case), Sensitivity Analysis), Advanced Excel (Index/Match, pivot table, Vlookup) Googles Data Analytics Course (SQL, Tableau) Career Exp: 3 yrs Audit Senior Mid size niche, 2 yrs Big 4 Fed Tax, 1.5 yrs Internal Audit in Healthcare, I am currently self employed doing Investing/Trading 1.5 yrs.

Long story short, I have a bachelors in Public Health/Health Science, and no idea what to do with it. I currently am contracted with a disabilities agency in the vocational services side of things, working for $20/hr with no benefits. I realize this is a very low paying job, but I do not know the extent of the career options with the degree I have. I’d like to ask, what would be the highest paying/most rewarding career options for me?

How difficult is it to switch industries in buyside (e.g. healthcare to tech)? Specifically VC/GE. The reason I ask is because my top fund is recruiting me for a sector i dont care for. Wondering if I could switch later down the road

I just reloaded to Dubois PA and I am looking for insurance follow up/ denial management 100% remote work. Any suggestions and or does anyone know who’s hiring with great pay and benefits? Please and thank you.

Any opportunity for a MD with Healthcare and Life Sciences Management Consulting & industry experience within a AWS vertical? Majority of experience in business development and alliance management within precision medicine and real world data analytics working directly with pharma companies. Look forward to hearing back.

if you’re on the bench and give your two weeks, will you get to charge time for those last 2 weeks? or will they ask you to leave immediately?

Here’s a literal copy and paste from an NYC job posting: ‘A reasonable estimate of the current salary range is $227K to $378K.’ How is this helpful? This range is huge. Could I actually use this info to negotiate a higher salary?

What’s up with the class action lawsuits of stocks like CLOV? I purchased my shares in the timeframe of this lawsuit and can input a loss (only a little over $250) . But I haven’t sold my CLOV stock yet.

Alright guys, how crazy is birth, really? With an epidural is it still that painful??

Base salaries and Bonus for Associates In Finance/ Treasury?

I live in NJ and want to invest nearby but outside of NJ (taxes). What are some good areas? Delaware? Philly?

Hey guys! How much do I charge for being a marketing representative for a company as a contract? And how much do y’all charge for content creation? I’m just starting off. And I’m completely unaware of the numbers. Can you guys help me and give me an understanding of how much to charge for marketing content? Thank you!

How can I find a job with a builder selling New Construction?

Anyone here live in Chicago? How bad is the winter? Does the summer truly make up for the long winters?

So I know it's kinda late in the game but are there still summer internship openings for someone who is a sophomore in college with computer science major? Asking for my brother. He is studying Java and Python.

Any new lateral joiner in HCLhave u joined recently ?

Work from home or office , what HCL asked you ?

Laptop sent via courier??

Seeking advice on chasing up on an email. Mid-June I had applied for a vacancy with a fashion company based in Germany. I didn't hear anything for a while so I contacted the recruiting email address first week of July to ask what was going on. They replied 11 days later saying my application "passed the HR- reselection and is now together with few others in the subject department. Good luck, you will hear from us soon." It's been almost a month, and so far nothing! Any advice on what to do?

Wife’s company sent out a mandatory employee survey. One question asked if they live with with any coworkers. Only choices are yes and no. Is that an appropriate question? And is it even legal to ask that?

Has anyone heard back from the HBS waitlist?

Data science mein career shift krne ke liye kitni mehnat lagegi?

Hello,
I heard People are switching to Salesforce from different background successfully. Is it a right dicission to switch to Salesforce after 7+ YOE in different technolog ? I don't have any offer. I'm curious.

New Years resolutions?

Anyone use Kaplan for their CFP prep? What were your thoughts on it...

It’s same people, wining and complaining when mkts are down over short period of time they are losing Money.Yet their accounts have substantial gains >50% in 2 years. Same conversations wearin me out

Is mortgage or lending a big part of your practice? I’ve managed to get tons of AUM business by starting with lending

Am I the only one that can't stand "rob your neighbor , "white elephant or any other stupid game played at office parties?

I left EJ 6 months ago, and I haven't missed it one day. Not even 1 bit of it.

Anyone else worried Amazon will get in the retirement planning business?

I had my first horrid (difficult, anxious, prepared but stumbled) interview experience this past week. Ive been in a funk for days after. Advice for after a hard interview and looking forward?

Lady is upset with underwriting decision on life and blames me. Demands to speak to my supervisor. I say that I don’t have one. She insists that everyone has a boss. Where do go from there?

Knowing your work-life balance now/happiness, if you could go back to when you started, what would you honestly say to yourself? Persevere or quit? New associate here slowly turning into a zombie.

Goals..
so I have mostly been a commission broker throughout my career, trading stocks and bonds with a little bit of fee based on the side. I am only going to be doing fee based going forward for

Do you fully disconnect during vacation?

For anyone receiving a W2 for FA comp: what changes has your firm offered to compensate for the loss of itemization?? Any firms allowing .58/mile or flexible amounts within business expense accounts?

What to do if a client just ignores your emails? Need the clients input etc. But she just brushes off my emails.

What are your goals and how will you accomplish them? Mine are $10mil in new fee based assets. I’ll do this by monthly 2nd opinion letters and 3 nice client appreciation events. How about you?

So I got a call from my Mom the other day telling me she moved her annuity into one paying 6%. Based off of what I read about annuities, I can't imagine what kind of crap she bought to get that 6%.

Currently an FA within the banking channel with CFP & ChFC. Need to make a move, but not a huge portable book to bring. I currently make 6-figures and would like to continue to do so at my next firm and still be able to grow. Willing to buy a book as well.

Is dating a form for a client considered forgery?

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?

Advisors I have a sincere question. No judgment regardless of your answer. Say you have a Senior Registered Client Associate with AWMA designation & 20 years experience in additionto 2 other less experienced CA's as partof your team. You urgently need another advisor to join your team due to the sheer volume of clients. Would you prefer to:
1) hire a junior advisor with little experience & possibly no licenses
2) seek to promote 1 of your CA's
Why?