What's the role of robo advisors in the future? Can they replicate the hand holding required for long term investing?

Looking to get into SaaS sales but my experience is in construction and fine furniture (I was a sales manager and was able to lead my team of 4 people to consistently hit 450k monthly targets). I did that for almost 2 years before making the switch. I miss sales, though. Does anyone have any connections to companies looking? I have also considered a sales analyst role considering that I am moderately versed in Salesforce and have worked both the customer facing and sales generating side. TIA!

Does anyone have any insight on Adobe? I’m looking to apply for a role.

Is Integration Engineer position at Zoom worth joining coming from Software Engineer position?

How concerned are you about inflation? We have 70% savings rate and 50% of our expenses are housing / utilities of which the largest part is rent which is a fixed contract (no CPI escalation, no automatic increases, paying same rent for 4 years). No car as we are living in a large city. So if I look at the components of CPI and what’s rising I am feeling pretty „good“ about it. The one thing I am „worried“ is asset inflation but obviously that benefits me directly. What am I missing?

I’m a first-year MBB analyst. My dream role is helping energy / climate tech companies grow (more interested in ops/strategic work than in cutting checks). Are there funds that might be a good fit?

Hi there! I interview for a position with a planned Parenthood this week for a role as Special Events Manager to oversee their fundraising department. Because most of my work and experience has been in freelance. I’m having a hard time figuring out what my work experience translates to in a Salary position. Therefore, I wonder what my base pay should be. Does anyone have any experience in the role?

I got an offer for an L5 role at Amazon Web Services and for a senior role from a non-FAANG company. I'm excited to get into management at AWS but have heard a lot of negative things. Not sure what's the best choice.

Need referral for CG
Skillset C/C++ Unix SQL
Telecom domain ,if possible any openings??

Recommendation for a tax person to help with complicated taxes - husband and I lived in NJ for part of 2021, he worked remotely for an nyc and then Long Island co., I worked in NJ and for a MA firm. We also both took parental leave and taxes weren’t taken out of some of that pay. Also, need child credit for said child who the IRS doesn’t know about yet.
Help!

Hi folks,

I am looking for ReactJS developer role/ frontend developer role
Total experience 2.8 years
Relevant Experience 2.3 years
LWD 5 August
If vacancy available kindly refer me
Thanks

Mid level role at health tech Series B, 50-100 employees, Tier 1 city with 140K base and 20K in options. Base is higher than current salary but overall package lower due to bonus & 401K. Worth a shot?

So I start my new role as Revenue Cycle Manager, South Bay Division in about 2 weeks! I’m super nervous. I’m scheduled to meet with the Senior Director and the East Bay team. This will be my first real management job leading a team. Any advice for a new manager? Training tips?

Anyone know of any VC funds hiring analysts or associates in Europe region - preferably UK/Nordic/Netherland countries.

What would you do in this situation?
I have my last day at employer A right before thanksgiving and will be covered on their health insurance through 11/30. I am taking some time off before starting a new position with employer B in mid January but their insurance wouldn’t be effective until 2/1. I have 60 days to elect COBRA under employer A, which leaves me with 2 days where I wouldn’t have coverage (Jan30/31). What would you do in this situation? (Cont)

What do you check for when you go to view your properties in advance?

Is it true that comp changes at some top consulting firms depending on how well your bschool is ranked?

What kind of role is CFO Advisory? I'm context to US GAAP. Please suggest. A captive center is offering this role.

How much is fair for movers from Boston to Wayland? Bedroom and living room in a 500 sq ft apartment, only furniture.

Hi all,, anyone know how to send large data having 10000 lines into textarea using java selenium... I tried with many methods available.. But those are taking 1hr to load the input... Plz suggest.

Which company is good to join for Abinitio?
Exusia
Airtel

How to get into ISB (through EEO) with weak profile but have good extra curricular activities and 4 years of pre bachelor's family business. Any ISB guy please help on this

Thanks.

Is 120k+super a good salary for software tester (manual) with 7 years of experience in Melbourne?

Hi fishes,

Cleared all rounds in L&T when I went for HR discussion hr is telling dat they don't have openings for 3years experienced persons.dont know what to do now.worst hiring process 😑😑

Bonjour à tous, quel est le salaire pour un manager chez Bain Paris - FS ? Merci

I no longer have access to the Microsoft bowl due to the change in work email address, so I thought I'd see if any Microsoft management (former or current) are in here. I'm looking to confirm that when potentially coming back on at Microsoft, the hiring manager will be able to see my previous connects. I had a great experience at Microsoft, and would like to keep that door open in my mind, though my last connect has what I would call unfair characterizations due to a unique chain of events.

Does it matter when you check in online for a hotel in terms of getting an upgrade? I'm a titanium elite Marriott bonvoy member looking for upgrades at Westin and Ritz in a couple of days. Any tips on getting an upgrade?

Any good books to read this winter break? On leadership, digital, or any autobiographies?

Does anyone have experience or know of someone who went on a FWA (part-time) but didn't have kids? I'm unmarried and no kids but considering a move to 30 or so hrs/week for my sanity.

Hi fellow bowlers,

I am currently working as a Marketing executive for a SaaS startup and have an experience of almost 3.5 years in this field. But I am looking for a job change that helps pivot my career into Marketing Analytics. I have some understanding of SQL and Marketing Analysis. Anyone here knows of any opening or is hiring?

Thank You

Anyone use an MVNO? I love to save $$

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

Does anyone use GenBook or an app like it, for clients to go online and book appointments with you?

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

I’ve seen claims out there “fake it till I make it” when it comes to car buying etc. Curious, what do you constitute as “making it” from an income perspective? I know everyone has their own definition

Looking to transfer into a client associate role (unregistered at the moment, but willing to obtain). Currently have ~1.5 YOE in valuation (financial statement analysis, modeling, etc.) I get that those skills could be unrelated to a CSA role, but I think there could be some similarities. Does anyone happen to have a referral or can anyone give DM me some insight into what a CSA role would look like? I appreciate it.

Have you used RME for seminars or 2nd opinion mailers?

Saw a JD Melberg and got me thinking. Surprised insurance companies don't get scrutinized more. Seems w the number of complaints on VA's, there would be more regulation over this type of thing

How much did you spend on client lunches/dinners last year? I’m at $3,600.

Best technology to use that LPL has?

Looking at starting the CFA journey. Schweser was recommended, but is it worth the added cost? If I'm subscribed to the idea that I am going to be spending 20hrs a week studying, is that sufficient?

Have a client who can be a pain in the butt. Very demanding when he wants something. Only wants something a few times a year, but exhausting when he does. Almost 1m all managed. Keep or let go?

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.

Just lost out on two potential clients because they said they were concerned about how many clients I have. Currently have approx 250 households ( Ed Jones speak for mailing groups). I never thought that was a lot but now I am reevaluating. Curious as to how many relationships you all manage.

I think I’m addicted to diet soda. I don’t drink coffee or alcohol but probably 60 ounces a day give or take. I drink it for every reason (or excuse) you can think of. Continue...

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

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?

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

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.