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RECENT DISCUSSIONS

Is it common to have to fill out a horribly-formatted Word document form when applying for design positions? And, designers, how do you resist rebuilding the forms? -_^

Tags: Job search
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No, it is not common, as most companies know that the portfolio is a better indication of a designer's ability than a form. Hard to resist reformatting, but I would fill out the form to the best of my ability, to show that in addition to my design skills, I also have excellent communication skills. It will come through even in a badly-designed document.


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I am interviewing for a new job. Should I reveal that I have a 20-month old at home? Or is it better to keep it to myself until after the process?

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Tags: Flexibility, Interview, Job search
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Technically, you don't have to tell them and they can't ask you about it. Personally, I am very open during interviews (whether I'm the interviewer or interviewee) because I believe that trust is built from the very first contact, not until you get an offer. Having said this, doors may be closed but, think about it, do you really want to work for a company that would rather you didn't have a kid and suck the life out of you? A company that wouldn't understand that little ones get sick, nanny's bail or day care closes and you have to stay home?
If you are lucky and interviewing with a company that truly values its employees and encourages a balanced lifestyle, you may even be able to negotiate flexible work hours or what not if you mention it.

Its your decision and whether the job security is taking a higher priority than corporate culture and values. Hope this helps you and good luck!


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I'm in wealth management and it's been a good run so far -- but lately my practice has started to lose clients. They are saying that managed money is not performing nearly as well as index funds. Should I be looking for a new profession?

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Tags: Wealth management
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I did an internship in wealth management, and it seems like a really fun track with a good work/life balance. But I'm afraid of taking responsibility for other people's money. What if I lose their life savings?

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Tags: Wealth management, Finance
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My aunt is a financial advisor, and she seems to make really good money. But it also seems like she is always hustling for new clients and it can get awkward. Is it possible to be a good financial advisor without being too pushy?

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Tags: Wealth management, Finance
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I'm still in school and would like to start my career as an FA on the best foot -- Which of these companies is the best places to go? Are there any real differences? Trying to choose on whether to target one of these companies more than another: Edward Jones, Morgan Stanley Smith Barney, and UBS

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Tags: Wealth management
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How important is becoming a CFP? I'm hoping to figure out whether you really will make more money with this certification and whether to make the investment in studying for the exam. I've already gotten the work experience part of the requirements under my belt.

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Tags: Wealth management, Career advice
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Take the CFP. The designation adds a lot of credibility to your work experience. The shift in the industry is towards more holistic financial planning and clients are demanding it. You want a designation that supports this philosophy. Personally I was paid more money when I earned my CFP and my designation just got me hired for a great paying job in private banking. They required that the new hire have a CFP.


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One of the partners at my wealth management company is probably going to be retiring sometime in the next few years. I've always had a good, collegial relationship with him but I'm trying to figure out whether I should explicitly ask him what I can do to potentially inherit some of his clients -- is that too straight up and explicit?

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Tags: Wealth management, Career advice, Colleagues
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I think this is an apprenticeship business and if you're not sure if this person is going to make referrals for you, then he probably isn't...I think you'll need to really work on making it clear you're looking to expand your book and spend more quality time with him while he's still working. That's not quite the same thing as asking him for referrals but still makes it pretty clear.


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Can someone add rci at the end of there family medical leave to further bond with there child

Tags: Career advice, Diversity, Pregnancy
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I work for a small consulting shop, and my boss - the owner - is so hard on me and the other employees. She seems to actually try to make someone on her team cry. I feel like I'm learning a lot and I'm grateful for the opportunity to work with top-notch clients. But I don't know how much longer I can last here. Should I stick it out?

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