Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

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

Less compliance stress at RIAs. Don’t feel any pressure whatsoever. Unless you’re completely done w the advisory space.

Yes I know because you RIA’s aren’t under Finra. I’d love to join the RIA side but my book isn’t portable.

Related Posts

https://joinfishbowl.com/bowl_krzopya5m4

Hey!! People... Would request all the CA, CMA and CS professionals to join this bowl. So that people can share vacancies in Industry and refer each other...Bcoz after working in big 4 after sometime...we all know it's not possible to continue 😂😂!!

Please share with your friends as well

MBA background check: do they do detailed reviews of your essays? Like check anecdotes? Some of my verb choices likely give myself a bit more strict than I deserve. Do they call other managers?

funny

Hi

What could be the pay range of "Product Manager/Strategy 3 ProdDev" at
Oracle for a professional with 5.10 years of experience, along with PMP & PSPO?

like

Has anyone done an MBA program at university of phoenix? Pros or cons?

like

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. 🤦‍♂️🔫🤢

like

For anyone that is CPHQ certified - how has this certification benefited you? Do you think it has improved your job prospects? Thanks in advance!

like

Hi, I'm a Senior Consultant at a Mid Size Healthcare/Med Tech management consulting firm. I have about 5 years of non consulting experience and 1.5 years of consulting experience. I have an MBA from a pretty reputed school in Europe, and a masters in Biology.
I'm moving from Europe to New England for person reasons.
I'm trying to get an idea for what the market salary rates are for senior consultant and engagement managers in Life Science consulting firms - ZS, IQVIA, DRG.

like

In one month is my mid term review.. Should I let my mentor know I'm applying for mba this year now or should I wait till after the review session? I'm afraid mentioning going to b school would hurt my "fast promotion". What's your guy's experience? :)

like

For 🐠 with a MBA!! I am currently a FT consultant, and PT MBA student. As I complete my MBA, I am planning on my next career move. I could either stay at my current firm or jump ship.

If you are open to sharing, I would appreciate knowing your salary offered to you and firm name, once you had onboarded to said firm with a MBA.

like

Expected salary for ESG/Sustainability Senior Consulting roles? 5.5 YOE in ESG impact measurement. Non-MBA. Based in Philadelphia. Looking at roles at all four of the Big 4 firms.

like

Does anyone think that UK Consulting significantly differs from US Consulting? For instance, there seems to be far less emphasis on an MBA in the UK for career progression

ZS 🐠 - can you receive sponsorship for MBA prior to having tenure of 3 years? If not, what is the downside of applying after 1 or 2 years? I am coming in with 3+ YOE in consulting, so my application would be competitive for next fall (or ‘23)

like

Hi, Fishbowl! Just graduated with my MBA and finally looking to put my degree to work after helping run the family business a year after I received my bachelors. Looking for a remote position, preferably analyst role or associate analyst to get started, in tech or supply chain fields. Any leads would be greatly appreciated!

like

I got my MBA, but still not earning what I feel I should be paid. I here all these stories about how MBAs can start at 100k plus. Any stories out there or tips?

like

Diversity quota is real: both for B-School admissions/scholarships and MBB recruiting.

Readers be warned. Your skills don’t matter as much as you think.

That is all.

like

MBA admit here and have to put down a deposit soon, having serious cold feet right now due to the covid situation and potentially having to start virtually. Would love any perspective on how it's been particularly socially and what your schools' outlook on the fall is

like

Can we do External certification in EY and reimburse those. If yes which portal helps in doing that.

like

If you are a direct promote to the post-MBA level, do you get the same exit opps + comp as the MBA hires?

like

I am doing my MBA on side. I am looking for ideas on what workshops or session series I can conduct that relates to exciting non work topics or work related (this would be boring though). If you have any other ideas throw it my way.

like

Im strongly considering an MBA. Only thing that deters me is cost. I’ve heard of some tier 1 firms that will offer tuition reimbursement for returning interns post-MBA, how common is that? Also considering pivoting to a firm that offers scholarships. Any tips/insight on this? Thank you!

like

More Posts

has 2023 recruiting already kicked off? im a consultant and had a recruiter reach out asking if i didnt partake

like

Mckinsey folks - do you recruit for Dubai offices or is it limited to Abu Dhabi/Riyadh? If so, Can exceptions be made if the candidate is a strong performer?

like

Anyone know of any tech jobs out there that seem complex? Ones that someone can do with zero schooling but lots of experience behind them?

like

I am so conflicted and not sure what to do. A company I wanted to work for was not ready for hire when I first reached out in Sept. Since then I have accepted a job at a outpatient oncology clinic, starting in Jan at a renowned hosp. Having said that the other company does more of what I was hoping to do when I left my previous job. The company is a vessel for new ideas in healthcare helping their community specifically with seed funding, & launching their own programs. I have no idea what to do

like

Hi Everyone! I’m looking for AR valuation vendors since our health system has recently expanded. I know Crowe/RCA is a major player in this space. Does anyone know of any competitors to Crowe?

like

Hi All,

What is the advantage and disadvantage of working in SAP labs as external worker

like

Is there another RSM bowl?

smartlike

McK associate equivalent at Accenture consulting?

like

IQVIA - 33.5 lacs Fixed, 1.5 lacs Joining Bonus, 4.8 lacs Variable
CGI - 34 Lacs Fixed, 1.12 Lacs worth Stock options, 2Lacs Joining Bonus(will be deployed to work for Shell Client)
Siemens Healthineers - Awaiting offer, not willing to match above offers, maximum they can offer 33L as fixed and 2 Lacs Joining Bonus.

which one to choose?

YOE - 13 Years Skill Set: Agile, Scrum

Like

1Comment
Share

like

I cracked my interview in Accenture 2 weeks back and submitted all the documents. But it seems my candidature is on hold. Tried calling HR but they are not picking the phone. Any idea if this is rejection? Or when I will get office letter? Accenture

like

I spoke with a recruiter recently about a position in her company and before we even began talking about the job, she asked if I needed an sponsorship, I told her no, I dont need one. But she continued to press on the subject until I had to tell her I was a US citizen. I dont know why, but the whole conversation made me extremely uncomfortable. So my question is, can recruiters ask you about your visa/immigration status even when I told her I didnt need a sponsorship??

like

Does anyone have experience with Bain’s Innovation & Design track? Interviewing now and trying to learn more :)

like

I am 25 F. Working in Aerospace & Military Defence Co as a Technical Buyer. I have 2 years expierence within administrative roles, 1 year in procurement. I got this role after interviewing for one below (purchasing assistant) the salary for that role was 21-24K. I was already on 24K so they offered me the same salary - however, the buyer role came up and they offered me this instead but same salary -24K. I have a pay review in April, I want to ask for 28K, is this too much?

like

What are your thoughts of consultants and auditors doing client work in a coffee shop, using said coffee shop’s wifi?

As an auditor, do we need to worry about whether signatures are legit? Like if clients mark their initials in pdfs using simple text box, can I accept that or am I supposed to get an email approval

likefunny

Clinical Access Coordinators at AHN, what are you making?

like

Did a bunch of agencies just go on a firing spree before Christmas?

like

Account supervisors, what are you making? Trying to assess what is standard and earning potential in this role

likehelpful

Everyone who went to Cannes while we looked on jealously or annoyed-ly: what’s the tea? Tell us the gossip, it’s only fair for those of us who didn’t get to go

like

UK fish - 1) Level 2) Salary 👇GO!

like

Additional Posts in Jobs in Finance

For those of you with high-functioning anxiety/depression/PTSD/OCD and similar diagnosed disabilities, how do you cope? What sorts of work accommodations do you receive or where have you found the best working environment? Is government a good place to be? I’ve heard about “big companies” being good being thrown around as a general idea but I don’t trust anyone enough in HR at my “big company” to disclose anything to them. Thank you so much in advance.

like

Should I decline the offer and ask to be considered for a higher role that better fits my qualifications? The offer I had was with a great bank but I'm overqualified for that. Its been hard to find a job because I dont have prior experiences.

I graduated with my MBA in finance in 2020 and began working at a bank as a Management Trainee. 2 years later, I am an assistant to a financial advisor studying to become a financial advisor. However, I have to do this on MY time and not the bank's.
I am not in a Management position, I make as much as a teacher in a good district and I just don't feel my overall self worth at this job. Does anyone have any advice that can help this situation?

like

Looking for feedback on whether Mizuho and MUFG have similar cultures. Thanks!Mizuho MUFG

like

I heard through a family friend that someone was making $130k as a 1st year Senior Financial Analyst at KPMG in Philly. Seems a bit steep was seeing more like $110k total comp but was curious to know.

likefunny

I’m 2 years out of college and have been working at a bank as a corporate accountant. I’m thinking about making a transition from to IB/ more finance oriented role. Any advice?

like

Anyone know of full time work from home wealth management opportunities?

like

I accepted a FADP offer but I have lifelong crippling anxiety It leads to (TMI) diarrhea, I can’t sleep at night, among a lot of other issues. I see a therapist and have their support in school accom. I appear high functioning and ever since uni went remote my life and performance has only improved. I know I’m capable of getting the work done and they must see potential if they hired me. But I feel that if I ask for WFH or other accom. I’m gonna be shooting myself and my career in the foot.

like

Joining LSEG soon in UK. Can someone tell me 2 key questions.
1. What’s the paternity policy at the firm?
2. What model of iphone does the firm give its employees.
Thanks for your help.

LSEG
Refinitiv, an LSEG business

like

Hi y’all! I’m a financial educator and my job is to help families in need of financial education! I help anyone on learning how money works here in the US & how to get rid of debt! I offer financial products that help you protect and grow your money. I’d love to help you out in reaching your personal financial needs!
I’m also always looking for people to hire!

like

Just found out that end of the year I will be promoted from analyst directly to VP and since it’s such a large jump I’ll be the lowest paid VP in asset management at only $135k TC. Should I stay it out and wait for TC to align or take the promotion and jump ship bc I will likely get paid more elsewhere given how recruiters/other companies eat up hiring recently promoted ppl from other firms?

likeupliftinghelpfulfunny

Is there any way to travel or live internationally while working for the US government? I’m working in finance and accounting. Would love to know how and where.

like

Looking for roles in PE Business Development so let me know if you hear about a fund hiring. Or if you know someone that will speak with me or a good recruiter in the space, any leads would be greatly appreciated!

like

I have a contact who is a hiring mgr at a company I want to work for. He told me he has an open role for me and set me up with 6 interviews over a 2 week period. They all went really well and HR said I’ll most likely be moving forward to a site visit. But now my contact has ghosted me. After I made 3 outreaches he had his aa schedule time for two weeks out. Why am I being iced?

like

Any advice on transitioning from a Wealth Management Role to something more analytical? Preferably private equity or investment analysis/due diligence. Have about 4 YOE, located in Boston

like
like
like

Best way to answer “why do you want to join private credit” or “why do you want to join private debt”. I have a general sense of why I want to but can’t really put my thoughts into words. Any insight would be helpful. Thanks.

like

Does anyone know the salary of a beginner para planner at Ameriprise or any other broker-dealer?

Is there anyone that works as a Mainframe Data Analyst at Bank of America ? I see an opening and would like to learn more about the day-to-day and projects. TYIA.

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