Multiple roles in-house at funds with excellent quality of life for Managers and Senior Managers from Big 4. Message me if you're interested.
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Transforming the financial industry, as with any industry, starts with a new career narrative where every role is both impactful and rewarding. Discovering a career where your voice is not only valued but amplified is transformative. In the world of finance, relationships aren't just transactions—they're the heartbeat of success. Have you considered building a career in the financial industry where being heard is as essential as the numbers? If you have questions, consider reaching out to our team to have a deeper conversation. InvestmentNews https://bit.ly/3RG4blL
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Principles-Based Financial Planner, Owner of Unique Advantage, Founder of Personal Financial Snapshot, Author, Husband, Father, Fisherman
Do you want to be a part of something that is life-changing? Do you want to be part of a movement to change how things "have always been done", because what's always been done hasn't worked for most people? Are you willing to step into the river and walk upstream? If you answered yes to those questions, then you might be interested in joining our fantastic team at Unique Advantage. Here are a few other questions to see if you would be a good fit: Are you a financial planner or financial advisor? Or, would you like to be? Do you believe that Wall Street's promises have fallen way short? Do you believe that a person's best investment is himself or herself? Do you believe that having and following good principles is really what leads to success in almost any endeavor in life? Do you believe that financial institutions and individuals have different, and possibly even opposing agendas? Do you love helping people, teaching people, and working with them on a one on one basis? If you said yes to those questions, then we should talk. Please reach out to me via messaging and let's set up a time to talk. I'm excited to meet you and introduce, what I believe, to be one of the best, most fulfilling careers in the world. https://lnkd.in/gcBpKqYm
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Through diligent effort and focused determination, you can realize your envisioned goals.
Excited to share that I've been featured as Recruiter of the Month by Wealth Solutions Report! It's been an incredible journey leading our team to exceptional growth and advisor recruitment success at Concurrent. I'm proud of the unique position we're carving out in the wealth management industry. Learn more about how we're reshaping growth at Concurrent. https://lnkd.in/e3pyYheD
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Have you ever wondered what a product manager at Capital One does? You’re in luck! Check out this latest article on the Capital One Careers blog, featuring a few quotes from yours truly :) https://lnkd.in/dwSjJSTs
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Transforming the financial industry, as with any industry, starts with a new career narrative where every role is both impactful and rewarding. Discovering a career where your voice is not only valued but amplified is transformative. In the world of finance, relationships aren't just transactions—they're the heartbeat of success. Have you considered building a career in the financial industry where being heard is as essential as the numbers? If you have questions, consider reaching out to our team to have a deeper conversation.
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Exciting news! My team is growing. Are you passionate about the intersection of life and investing? Do you have creative ideas around how we can help reshape the world’s relationship with money and investing to foster more harmony and peace of mind? I'm looking for a creative, organized, and execution-oriented person who believes in the science of investing and feels strongly about Dimensional’s mission to help people live more fulfilling lives by changing the way they feel about investing. If you or someone you know is interested, more information is available below. #DiscoverDimensional
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Certified HNW Adviser | Former Finance Business Leader | Consultant to Busy Professionals & Business Owners | Unbiased Holistic Financial Planning | Tailor Structures For Tax-Efficient Wealth Transfer
Never allow being laid off to define who you are as a person! Let’s be real. 𝐁𝐞𝐢𝐧𝐠 𝐥𝐚𝐢𝐝 𝐨𝐟𝐟 𝐢𝐬 𝐚 𝐫𝐞𝐚𝐥 𝐩𝐨𝐬𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐲 𝐢𝐧 𝐭𝐡𝐞 𝐜𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐰𝐨𝐫𝐥𝐝. 𝐓𝐡𝐞𝐫𝐞'𝐬 𝐧𝐨 𝐬𝐡𝐚𝐦𝐞 𝐢𝐧 𝐢𝐭. 𝐁𝐮𝐭 𝐡𝐞𝐫𝐞'𝐬 𝐭𝐡𝐞 𝐭𝐡𝐢𝐧𝐠: YOU HAVE VALUE! 𝐁𝐞𝐥𝐢𝐞𝐯𝐞 𝐢𝐧 𝐲𝐨𝐮𝐫𝐬𝐞𝐥𝐟 and d𝐨𝐧'𝐭 𝐥𝐞𝐭 𝐭𝐡𝐢𝐬 situation 𝐝𝐞𝐟𝐢𝐧𝐞 𝐲𝐨𝐮. The day DFS announced the restructuring, my world tilted! DFS decided to close a major line of business in Singapore. My role as Regional Vice President of Finance was caught in the crossfire, the role was made redundant. At first, I felt mixed emotions—disappointment, loss, even fear! But as I processed everything, I felt a sense of calm and clarity. I knew my worth. This wasn't about me not being good enough; it was a bottom-line decision. That's when it hit me. After attaining the peak of my career, and making sacrifices along the way, I craved something more. I wanted to use my skills to make a real difference in people's lives, in a more human way. This realization, interestingly, led me to become a financial advisor (the profession that I hated previously). The journey wasn't easy, but I was determined to count on my “PNL”. I reached out to my Past network, Never stopped learning, and Leveraged my transferrable skills to grow as an independent financial advisory rep, helping individuals achieve their financial goals. When I recently shared my story at a webinar, where I was invited as the guest speaker, the response blew me away. So many people resonated with it! If you're facing redundancy or considering a career change, you're not alone. Reach out to me – I'm here to chat and share how I overcame this challenge and found a fulfilling new path. Remember, when one door closes, another opens. I’m rooting for you! Connect with me: I am Lily Fung #ChooseIndependent #CertifiedHNWAdviser More about me: ➡ https://lnkd.in/gVh3eN2X ➡ https://lnkd.in/e7mHAEaw #CareerChange #Resilience #PersonalGrowth #FinancialAdvisory #NeverStopLearning
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‘Ali’s breadth of experience with products, strategy and corporate functions at FactSet position her well to step into this role,’ says Linda Huber, the company’s CFO Read the article here: https://okt.to/RZXowD #investorrelations #IR #newrole #careers #headofIR #IRstrategy
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What is one way wealth management professionals should think differently about their next career move? Eddy Ricci, Jr., CFP ®, CEPA ®: Companies, practices, and people CAN evolve. In many cases, they have to – to compete in the marketplace. You could be doing yourself a disservice by shying away from an entire channel or platform without getting an updated perspective and learning directly for yourself. Michael P. Connaughton, CFP®, CLU®, ChFC®: Too often we see wealth management professionals pass on an opportunity because of firm or broker dealer affiliation. The diversity from practice to practice is vast within the large firm structures and eliminating a position that aligns with your experience and passion on preconceived notions can result in missing dynamic career opportunities.
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