Wondering if there is anyone that is in or is familiar with the Merrill Lynch Wealth Management Specialist role. Role overview and what day to day looks like?

like
Posting as :
works at
You are currently posting as works at

Feel free to message me. I’m an advisor at Edward Jones but am familiar with that position.

Related Posts

Hey does anyone know how to best prep for the Accenture Industry X Anaylsty

Showcase
Scenario
and Strenght Based Interviews.

Thank you

like

What are the technical rounds for UI - Angular Developer in EPAM ?. How is the difficulty level?
Experience: 8 Years

like

Just got the offer call for a role on Google’s Large Partner Solutions team! Reading through the success stories on this motivated me to keep pushing over the last 6 months, so thanks to all of you :)

like

Deloitte Cloud practice vs. Accenture Cloud practice. Which one is better?

like

I had technical and behavioral interview today at Deloitte Canada for visual analytics and information design position.
In technical round there was a case study to create visual data sheet and present it to technical round.

It went good they asked couple of questions and showed that at some point it lacks of continuity and rest thing is good. I have been told we will discuss and send details to HR and you will get update within few days. What are the chances that they can hire me ?

like

Hey fishes. I have been offered Management Consultant role with CTC break up in terms of JB, RB, fixed and variable. So is the fixed amount my gross salary without any other deduction except TDS, or will the organisation contribution to PF be also deducted from the fixed component? Also, will claimable components like LTA, mobile bill reimbursement etc. be in addition to this fixed component or will they be included in it?

As an experienced sap consultant, what is a better opportunity? Manager at Deloitte or senior consultant at sap?

What is the business analyst hierarchy in Nagarro.

like

I started a new role about a month ago (exited from T2 consulting) but just got an opportunity to interview with MBB. The resume I sent in is from 3 months back doesn’t reflect this role change. Should I update the firm I’m interviewing with? Or if I get an offer should I explain during the background check process?

like

Hey Fishes,
What’s the default hike % and bonus we get in HSBC if we join in September for GCB Band 5 role?

like

Hi All, what should be the years of experience to get Software engineer II A designation in Bank of America ?

like

Any ex-Amazonians product managers who moved to Google? How did you find the move 1) from an innovation and learning perspective and 2) is the company’s culture better? I.e expectations and recognition.

like

HelloFishes,
I am having 7 years of experience and have offers from Cognizant and TCS. I am little confused, Which one I should join ?

like

Anyone works in Kearney T&T practice? What kind of clients do you work with? (PE/Corporate, location?) and what kind of projects are there? Any insight is appreciated!

like

Any info on Foley & Lardner? Looking at Tampa and Orlando specifically.

like

Can someone provide insights about the work life balance in gateway and lending team. I have a offer from paytm and the recruiter informed me that I am being considered for one of the above teams. So can someone please provide insights about the work life balance and work culture?

Finally left KPMG and joining LTIMindtree. Thoda dar hua par chalta hai 😂😂 How is the culture and benifit of LTI/Mindtree in comparison to KPMG? KPMG Mindtree LTI Information Technology

like

Hello, I'm a business analyst in retail banking domain, currently holding an offer at IBM, Virtusa and NTT DATA out of which the highest package is NTT DATA. Virtusa and IBM giving the same fixed component whereas in addition Virtusa provides 10% variable
Kindly suggest which offer to take up and suggest me based on your experience

My YOE : 5.5 years

As three of them provides me the same roles, not able to decide which one to go-ahead with

like

Hi Fishes,
Anyone needs referral in Infosys please DM me.
We have openings for Java Developer, .NET developer, DevoOps consultant, React JS developer, AWS developer, Azure developer. Feel free to contact.

like

Anyone here who have given or know Core Java Developer Interview questions or topics for Netcracker for Experience Candidate

More Posts

Who can do a referral into Deloitte US? Please DM me and we can discuss

like

Hello, for gartner in India, can anyone share the hierarchy of roles and where does principal stand in that hierarchy. What sort of experience is required for the Principal designation?

like
like

I have an offer for Consultant Specialist GCB5. Not sure what the role is..is it a team lead role or is it a junior role? I have 10 yoe .. is it apt? Pls help Thanks

Hi there, I'm a PM looking to apply my skills to MarTech. I have PM'd marketing projects but do not have agency experience. Any advice on how break though?

like

Tonight we're meeting from 6:30–8 PM in Kobricks Coffee cafe side at 24th Ninth St, then heading downstairs to Troy Liqour Bar from 8pm–Onward located at 675 Hudson St.
Hope to see you all there!

Post Photo

Does anyone mind sharing how they are saving for the future? Or just securing yourself? I have stocks/bounds, 401k, regular (1) savings/ (2) checking, about to open a self found Roth IRA. But, what else am missing? Should I do a health found? I’m also starting a bit later at 34, so I feel like I have a lot of catching up to do. Any advice?

like

Hey Guys,

need some help.

my DOJ & Notice period is conflicting by 5 days. None of the party agreeing to adjust.

New Employer (Oracle) mentioned that his budget will expire by May 31 so cloudn't shift the DOJ.

What should I do now ?

like

Yoe-11.5
Current CTC -17.8
I have got an offer of 24.5 and designation AVP. I got what I asked.

Did I asked less?? Can I re-negotiate the offer? I don't have any other offer right now.

like

Scheduling added another S3 (my level) to my engagement but acting as a manager, while I’ve been on this engagement for a few years and getting great reviews. My ego is shot and I’m insulted. Advice?

Hi Sharks,

Is it okay to share offer letter for renegotiation? I have already shared the CTC break up but the HR is asking for offer letter.
How can I politely decline or if I share offer letter will there be any issue?

like
like

Any affordable men’s tailor recommendations near downtown?

likesmart

Truth be told I have never been through onboarding via remote. It’s a bit of a struggle. It’s taking forever to get access to certain resources and my assigned mentor is always underwater. How is everyone dealing with this? My manager seems hard to please in our first couple 1:1s.

likehelpful

Hi guys

This question may not be related. However I wanted to know from personal and family point of view how it is like to relocate from India and live abroad .
Let's say Family consists of husband , wife and a kid . I understand we will get good facilities, education, cleanliness , good air etc , however I wanted to check whether people gel up easily in the new environment? Don't they feel loneliness/ difficult to adjust? Do they look for similar asian nationalities to kill boredom?

like

How much will I get from 1.5L benefits provided in CTC from Thoughtworks if I don’t reimburse anything?
Liked fixed in a year?

like

Hello! DIY giveaway on my island. Code is MWY2J.
You can find the DIYs on the first strip of beach to the right of the airport. No tipping expected


Hyacinth lamp
Grass standee
Tree standee
Peach surprise box
Peach rug
Peach wall
Peach chair
2 bamboo wall decorations
Mossy garden rock
Log garden lounge
Honeycomb wall
Wooden plank sign
Tulip crown
Lucky gold cat
Fruit basket
Log extra long sofa

like

How many points? Caribbean Marriott Cat 3 property, 5 nights. They have an issue with the boiler so no hot water and shower stops in between. Ice cold showers for 4 days in a row 🥶. Hotel phones don’t work because network is down and only local channels work on tv. Last night they had a huge leak in the lobby. They kept knocking stuff all night to fix it and then left a large floor fan running. I understand it’s tough reopening so don’t want to push, plus they upgraded our room at check in.

likehelpful

Hi folks

Wanted to know growth and opportunities in Novartis Consultant role I have a offer from
Novartis for Consultant role - ctc - 24.2 + 70k joining bonus
And have another offer from Amazon for Program Manager fixed- 28 lac + 1 rsu (3.5 lac every year) + 1.5 relocation bonus.

Need some thoughts on which one to join.

Thanks in advance

like

How much international travel do you do? How many YOE do you have? Do you travel business class?

like

Additional Posts in Financial Advisors

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

like

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

like

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

like

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.

like

What are some talents/hidden hobbies most of your coworkers don't know about?

like

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

like

Booyahh, landed hedge fund number 2 for IPOs.

like

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?

like

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

like

How often do you check your personal bank account?

like

Anyone here in Santa Barbara CA?

like

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

like

If you are coughing every 5 minutes during flu season in the office.. please go home

like

Anyone else addicted to using work as an excuse to not exercise

likesmart

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

likefunny

One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?

like

Who’s working away from home remotely? What’s your setup?

likehelpful

I am interested in speaking with FAs approaching retirement. Many have no continuity/succession plan. I want to help develop that plan and find them a successor. Do you know anyone I can assist?

like

I had no idea how well people could do for themselves as an advisor. Are many of you millionaires? If so, when did you reach that milestone?

like

At Wells, we have a monthly email newsletter (automatic) as well as an email platform on demand. Do you guys think clients receiving a monthly newsletter is too much and would look like spam?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal