Have one year of experience as an FA completed the AAMS designation and currently completing my CFP education,what should my next move be?/ What should I expect salary wise ?
Morgan Stanley Financial Planning Analyst — anyone know what comp is like? 5 years of experience and CFP designation
When hiring an associate or junior advisor, does anyone have any input as to how to structure pay to be competitive but not so much of a salary that they’re not hungry?
Associate advisors working for a RIA - I’m trying to get an idea of salary ranges. What’s your salary and how many years of experience?
I’m just going to leave this here so y’all can read the comments https://www.advisorhub.com/2023-comp-merrill-raises-grid-and-growth-hurdles-shrinks-payout-on-brokerage/
Can someone give the salary w/ bonus of a CSA at Morgan Stanley or JP Morgan in NYC with series 7 and 66?
For those of you that are within or are familiar with the bank channel. I’m currently an advisor at Citi and been at a horrible branch for 2 years. I just got a new territory with a lot of potential However, I was just given an offer from Citizen’s bank where I’d be inheriting a $40 Million dollar book, $20 Million in managed and a 34% payout of revenue on TOP of salary for 3 years. I’m nervous to make the move, but it’s a sweet deal. Need some advice here fellaz.
Happy Friday everyone, was hoping anyone can advice me on whether the compensation / commitment are worth more in Banking than in Asset Management. I’m curious whether it makes sense to leave AM for banking with sacrifice of spare hours I revive now.
I’m an associate in wealth management. I didn’t get a compensation increase when I got this position (moved from a different department 65k) and today I had the weirdest call with one of the higher ups. He essentially told me my title had changed officially in HR ok thanks bye… and I was left there like ????? What about the salary adjustment? I am so tired of getting taken advantage of because I’m not a negotiator guru. If you work in wealth management as an associate what is your salary?
Currently I’m at JP Morgan as a RB , getting my SIE, 6 and 63 but I just found out I’m unable to get the Series 7 unless the role requires it. I like that Fidelity has some positions are WFH. My question is should I stay with JP Morgan for a year ( don’t have to pay back my licenses) or just apply Financial Service Rep as Fidelity sponsors Series 7, 63 and CFP. I’ll be taking a pay cut Currently 73k salary including incentive at JP and Financial Rep at Fidelity 50-60k salary.
Is anybody familiar with the “Senior Wealth Advisor” role for “Schwab Wealth Advisory?” Formally known as “Private client advisor” for “Schwab private client services” Interested to know if anybody has been in the role before or knows anything about compensation, culture, and if there’s room for growth from this role. Appreciate any valuable insight from anybody. Thanks guys! Charles Schwab
Am I being lowballed? Chief Investment Officer for a 5B+ RIA, total comp around 155k with no equity incentives.
Senior consultant salary range in EY Canada ?
Can someone help in understanding @EY salary and levels of senior consultant and managers in Canada?
What is SC3 SC4 SC5 ? What is the difference? Which leads to manager and what is the salary of SC3,SC4 and SC5 and Manager ?EY
Would anyone happen to have more information about the Investment Center ADFA, Remote Financial Advisor position w/PNC? I am most interested in the base salary/commission structure. I am in a licensed banker role right now and trying to feel out if this would be a good way to work into PNC Investments in lieu of a traditional branch Financial Advisor position. My thought is this could be a decent way to build a foundation of clients and then transition to a branch role.
For independent’s with GDC 1-2 million… what % do you spend on staff?
As we have grown we have needed to add people… para planners…. Investment traders for the managed account… just added a junior guy good with computers just to keep the desk tops and laptops working with all our software programs and the required security.
We are spending about 35% for salary and benefits.
Worked my way up to wealth advisor in Citi after 4 years. Now that I am about to start building my book, I have Merrill poaching me. They have called me a couple of times to move to their financial advisor program. Same pay for the first year but 25% more bonus. Second year Merrill pays substantially more if you hit your goals. After that you are comission based. Citi is more job security but Merrill is higher growth potential. Thoughts?
Time to jump!
Where should I go? I’m after FC at Schwab, Vangard or somewhere else where I can be a planner and clear 100K + a year.
Base of $80 would be nice. I’ve made so many other people money this year I’d rather quit and not work than keep doing this. Business partner will make $500K this year on net new money, that I closed for them. Plus, anything developed they will get paid. I’ll be happy to possibly get a bonus at the end of the year? Maybe?
7,63,66 and registered since 2020.
Has anyone gone through/completed Morgan Stanley's Wealth advisor associate 1 year program? Just got a job offer that will Segway me into the financial advisor program afterwards. Currently licensed with bout 3/4 years financial services experience. If so what was the salary range paid. Thank you cheers!
Does anyone know if Edward Jones will give you a sign on bonus if you are fully licensed? Also, what are everyone’s opinion of Edward Jones right now.
Just looking for some info on what you can expect for a first year operations associate position at Morgan Stanley. Salary? Bonus?
Hi everyone. I had a question regarding Kpmg process. Once getting a call from the HR regarding selection, the HR told that she needs to get partner approval on salary and then will communicate back to me for a verbal confirmation and an offer letter. It has been almost 3-4 days, I am still waiting and the HR told me she is continuously sending chaser emails to the partner. Does someone has knowledge on how long this takes,i.e., for the partner to approve salary, etc? Note: I’m an expat in SG.
Edward Jones asking for your salary in Florida application? Can you put NA and will they still have you go through the interview process? They also ask about supervisors? Will they contact them?
Anyone ever work with BOA as a financial solutions advisor. I live in tampa and am wondering compensation and other variables
I’m finally about to make the jump back to an advisor after a relocation and two years as a planner/coach to advisors. It is with a very tiny RIA. The provide the platform, office, and I own my book and give back a portion of revenue to cover those costs. They are paying me a very nice 1 year salary to get off the ground. What are the questions you would be asking before you make it official?
What is this Merrill Lynch program where they pay you for 5 years a salary if you commit to bringing over a certain amount? I was at a call center for a major wirehouse and recently left. I have a buddy going to Merrill and is getting paid $250k/year with the goal of having $60m end of year. He probably will take $15m from the call center MAX. What is the catch here?
Anyone know about the average comp for the virtual financial advisor role at Raymond James? Is there bonus comp on top of salary? Raymond James
Any one had experience with Wells Fargo premier banker role or Financial Solutions advisor with BOA. Seems to be very similar. Wells base is higher but seems more upside for comp with BOA? Any feedback on either would be greatly appreciated.
Hi Guys, Your suggestions needed. For role at Morgan Stanley i-e, Risk COO Support analyst - 3221374.(london) Is is good to ask salary of 80 to 100K £ per year. I have a masters in Finance and 1 year (full time) and 8 months (internship experience), all in investment banking. And currently residing in central europe. Your suggestion would be much appreciated. Thanks Morgan Stanley
Based on anyone’s prior experience or what they’ve heard, which is the best discount brokerage to be an FC for as far as compensation or growth? Fidelity, Charles Schwab, Or Etrade?
What is the going pay rate/structure for a Portfolio Manager in the bank/trust world with 10+ years of experience? Salary plus extras
I’m a CA w/ 1 YOE and I got registered about 5-6 months ago. I was told prior to being registered that I would get a % of production on top of my base salary. That has not happened yet/slash been discussed. I am nervous to bring it up to my advisors because I am a recent grad and I feel like it might sound like I’m asking for a lot, but I was told this and I didn’t even know it was a thing (but I guess it is common in WM). My team has almost 3mm production so even less than 1% would be anywhere
Best places to be a financial advisor and have a solid salary (over 90k) with 2 years of experience, with S7, S66, and life insurance license? I’m commission only 1099 role since the start and have done well, just exhausted from the constant hunt for activity on the calendar.
I am a financial advisor, licensed, CFP (only one on my team of 9) with 6 years of experience. My team has $1B AUM and I handle all the financial planning and estate projections for clients with NW up to $300M. I am also the primary relationship manager for ~ 50 clients ($100k-$11m AUM/client). I’m curious as to what fair compensation is for this type of responsibility? I’m also looking for ways to “track” my contributions for the clients I am not the lead on?
Best place to work as a retirement consultant? Empower, Fidelity, Vanguard, T. Rowe, Lincoln, etc? New to field and want to get a sense of where my salary is at compared to competitors.
How much is the international Sr Reg CSA role paying base salary at a known BD? 15+ yrs exp, 7&66, S FL
Hello everyone! I am an associate wealth management advisor. 1YOE with Series 7 &63. Currently making 40k in the Atlanta area. I am wanting to negotiate my salary. What is someone in my area/experience making?
I’m currently interviewing for an AS role which would be a bit of a pay cut, but I’ll get to learn a lot so I’m interested. Any tips on how to approach the negotiation convo if/when that comes, besides asking to at least meet me halfway re:salary? They already provide unlimited PTO and free health benefits(which is nice).
Hello (McK) fishes,
Any insights on what is the benchmark compensation for below 2 roles at McKinsey?
1. Engagement Manager (EM)
2. Delivery Manager
I am a senior consultant, 5 years experience, CIO advisory. How much salary should I expect for a senior consultant role @ Deloitte France.
What other firms do you recommend for CIO Advisory?
What is salary of a Director at EY and Deloitte in technology group in Toronto? 12 Years of experience.
Outside MBB what’s the next closest firm from a case focus, compensation, and culture perspective? Is it OW? Kearney? LEK?
Is there a bonus when you go from senior 1 to 2? Or just when you go from staff to senior, senior to manager? Hope this is clear- so the 1-2 parts - is there a bonus?
For those of us who don’t think we’ll be shooting for PPMD, what level SM do you think is the ideal jumping off point into a different job? What types of jobs and salary increase would you expect? I’ve never really looked for jobs so not sure what the market looks like for us but don’t think I’ll be here for the long haul
Just sold myself way short in terms of salary range with a recruiter I just spoke to. Job goes to $125K. I quoted $85K.
Anything so can do?
I will never financially recover from this.
Hi new to the industry and trying to get a sense of what the norm is. What’s the typical salary for a AAE in Chicago and how quickly can one expect to advance?
Expecting to make around 100k TC with 2 YOE and an MS in the DC area.
Data scientist, with actual ML experience (not deep learning, but otherwise working deep with the algorithms of classical techniques), not just basic business intelligence.
Is this comp low for non-FAANG companies?
Questions about PTO -
I work for a start up agency, paid hourly bc it’s only me and 6 others and my boss sees it to be too expensive to put us all on salary, etc until we grow a little more. But because of that, I don’t get any paid time off. I’ve ask many times if we could work something out but it’s always “if i’m working i’m getting paid, if I take Thanksgiving Day and the Friday after off, i’m not getting paid” Is there anything I can say or do or do I just wait it out?
RX analyst / associate / VP bonus/ total comp? Any figures from analyst bonuses so that we can extrapolate to ASO+ figures?
Expecting an offer at either the Director or Sr Director level. Can someone talk about baseline variable bonus %? What your comp is? Were you able to negotiate a signing bonus?
Hey, I am wondering what would be the avg salary for a Junior creative starting out? (Coming out of university & Portfolio School). I don't want to sell myself short. Im in Sydney, Australia
Hypothetical: You enjoy your job and like your firm, what is the minimum salary increase $ amount you are willing to accept before jumping ship?
How does one afford being on a 60-65K salary living in New York? What’s it like just living in New York in the ad world?
Have an interview with Google for a business process project manager role- does anyone know what level this might be and comp? Do these roles have direct reports?
I just received an LA-based financial services Controller job offer for $120K plus 10% bonus. I'm currently a manager with 7 years of experience in public accounting? Is this is a competitive salary for the level of experience.
Anyone know comp range for Strategy Associate at Spotify? Coming in with 3 years of consulting experience
Does consultant level at Deloitte get variable comp? I joined after the Bonuses were given out and am curious about next year.
How is the number next to your fishbowl heart calculated? Mine doesn’t add up to the total reactions.. just curious
How's your Sunday going?
Just started to take on freelance writing work and was offered FTE position. Are there contract templates i could use to better negotiate during this exploration phase?
Anyone else in tech sales feel like they are hitting a breaking point of burnout at work? Been in tech sales for 3 years and the stress from work constantly comes home with me making me think I may not be cut out for sales after all, even though I’ve been successful. Just feel this isn’t sustainable for my mental and physical health. Any tips?
In a rut trying to find a new job. Has anyone used a recruiter to do the hunting? How would you go about finding a good one? What are some things to know before going this route?
Hi Folks, i was looking for some information on the designation levels within BNYM. There are information in Google but not sure if they are legit. Could you please help with some insights..
Need referral for entry level in morgan Stanley.. state Street.. jp Morgan.. don't need engineering profile.. can anyone help please
Finding a good flat in marathahalli or nearyby areas to prestige tech park, Please guide me guys I have 10 days