What is the best program EJ offers to obtain your CFP?

What’s the difference between ED and partners? How does one become an ED vs partner?

Do you miss anything about the non-executive portion of your career journey?

I just joined a non-dream company as a 10+ years experience guy. My friend working in my dream company forwarded a job requirement from his internal postings. I want to give it a try but in case I get selected how hard or bad would it be to quit current company? I want to know what consequences I should be ready to face. Can someone please advice?

Controversial question - what are some roles/functions to avoid at Google for ex-management consultants, in terms of potential under-utilization of skills and limited career progression? Common exit opps tend to be in StratOps, PMM, PgM/Solutions Consultant, roles in Sales; would anyone not recommend any of these roles?

What are the accounting advisory exit opportunities at the senior and manager level? I’m seeing a lot of new postings and curious to know why as well.

Is breaking into equity research/coverage teams as hard as breaking into traditional advisory/M&A IB being from a non target school with a non finance degree?

Lender Due Diligence thoughts compared to FDD and potential career path?

Totally disinterested in tax, have 2.5 years experience and masters in accounting. Banking and finance jobs for about 3 years before I got into accounting. I don’t like the stuff that comes along with public, such as time tracking and hours goals. A transfer to audit is low on my priority list (also tough to pull off). Just started actively looking in industry, but fear that if I continue to stay in my current position, I will get pigeonholed into tax only positions in the future. Cont...

Has anyone successfully moved out of claims into underwriting? I have been doing worker’s compensation claims for about 9 years now as an adjuster. I would really like to get into underwriting but have not had any success so far. What are some other roles I can transition to?

how are exit opps for mid-market (GT, BDO, etc) FDD? is it that much different than B4? do B4 TS groups hire from mid market TS?

Should I specialize in Blockchain or AI? I’m a freshman in a CS degree and I can’t decide. My main argument to choose blockchain is the easy entry with little experience and high salary, I plan on growing my skills during the bear market and get a job once the market recovers. Regarding AI, I find this field fascinating but I feel like it requires a lot of experience, degrees and diplomas.

Is senior manager level in an investment bank(RBC ) lower than manager level in big 4? If yes , which title will be same to manager level in a big 4?

How do I train my critical thinking skills? Any book recommendations?

Is it a mistake to leave PA before I make senior? I’m constantly stressed and don’t think I can make it through another busy season

I’m new to the cybersecurity industry, professionally speaking (I did/do a lot for family and close friends). I’ve completed a boot camp, which I regret doing. I have certifications for companies such as Qualys and ISC2, but no CompTIA security+ yet. I tailor my resume to position descriptions. It’s been a month or so, without any offers. What would you suggest that I do to get my first entry level position?

What’s a good out from RA? Thinking about moving away from audit/accounting

Anyone switch from core tax to either advisory or an HR/IFS (internal firm services) role?

How many days does Michelin usually take to release offer letter? I had salary discussion with HR on May 13th, 2022.

Can we share one company offer letter to another company ??

It says strictly confidential and copying or distribution of this e-mail or use of information contained herein is strictly prohibited and may violate rights to proprietary information.


Any other way I can avoid this process?

You all think this will hold >300b?

If buy the partners you work with regularly a holiday gift, how much do you spend? Usually I get baked goods or food items which you can’t tell the actual amount spent on. This year, though, I’d like to support local restaurants by encouraging people to order takeout—hence, giving gift cards.

How much is appropriate for a restaurant gift card from an associate to a partner?

Hi mates,

Anyone you know who has moved from Operations to BA and doing well ?

If yes what are the major challenges as a BA when you have moved from Functional Team ?

Is it expected/normal to get pregnant spouse Mother’s Day gift?

Just got a $125 gap gift card in the mail from EY for having a child. Though QR code doesn't work.

Anyone else receive this from EY?

What is a good website to use to create a whole custom baby site?

My wife is around 3 months pregnant. Doctor has recommended Irospan. And my insurance says they don’t cover it. And it is coming aroun 695$ without insurance, I found good Rx coupon which comes around 200$. Does anyone have better suggestions to check for coupons? And is iron deficiency common during pregnancy? Any valuable suggestions are welcome. Thanks

Program Manager Healthcare Foundation $85,000. Worth it? Or too low?

Any1 who have joined recently or 6 months back...Could you pls confirm if Cognizant is that negative as discussed in many forum.
1)Howz the hike goes
2) Howz the culture especially in kolkata
3)Is this right time to join there...
4) Promotions

Should I Go Back and Reneg? Recently I was offered a role as a Project Implementation Manager (In Retirement Services) .The salary range for Colorado residents was 65-89K. I’m located in NY so the recruiter said he would try to get me more. Ultimately he came back at 90K which is a bit inline with that I was seeing on Glassdoor but approx looks like I may leave 10-12K on the table. I accepted already but may get an offer from another HR company in account management around 90-100K. Need advice

I recently interviewed for VMLY & R for a senior account executive…I asked for $85k - $95k they said max they can do is $85k and that’s pushing but u looked on Glassdoor and the average is like $115k should I keep pushing for more?

Any good gyms in the West Village/Soho area (excluding Equinox)

I have heard very less flow of work in PWC AC’s. Does this mean recession impact has begun and they can start terminating employees on bench???

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

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!

Craziest parties / perks on firm budget you _ experienced? Friend of mine had a table+bottle service at a super bougie Miami club. My office on the otherhand had a pizza party.

Sometimes I feel like I am a drone that just works all the time and I have no friends.

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

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

Anyone knows about the base for chase PCA?

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.

What are some of your “schooling the client” moments?

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

I'm ashamed to say this, but I spend most Sunday evenings with a drink thinking about the upcoming week. I sit on my front porch and 1 becomes 2, and so on, until Monday comes later than it should.

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

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?

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

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

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

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

Should people be fired for lack of people skills?