Got an offer to work on a team at Morgan Stanley. 2 other advisors, $300m aum, mostly free based, financial planning practice. I’m a CFP at Edward Jones. Sounds like the ideal practice to be working on. Pros and cons of Morgan Stanley? How is their comp structure? What’s a typical fee based % rate?
Small but growing firm. Two independent advisors and an office director. We are actively hiring for a marketing and events director. Curious on how others compensate this type of role and what type of bonus structure are successful? We do a mix of aum and annuities primarily.
Was previously working as an advisor growing a nice book and left to move 18hrs away to be close to family. I was pregnant and desperate to take what would move us and now I’m a planner working for FAs and I’m making $130k. Was fine at first while I got thru pregnancy but now I’m not happy & regret accepting the job and pay. I’m supporting others who are making 3-4times my salary. I have 10 yrs experience and CFP, often more than FAs I’m helping. Ask for more $$ or start over being an FA?
Any feedback from JPM Private Client Advisors here? WLB, comp structure, benefits, products offered to clients.
Have a few friends who took roles recently and they are raving about it but have only been there for a few months. Thinking about making a move. Thanks for any input
I interviewed for an employed role and knocked my business plan pitch out the park, but could tell I disappointed them with my technical. By my own admission I’m lacking in this area as only have 1.5 years experience with a poor manager who only had me focus on biz dev.
They asked me what my salary expectations are but had already hinted my experience would knock me down a pay grade.
As it was 4 of them and 1 of me I said I would email them. How do I play this without lowballing myself?
I am asking my company for a significant raise. Putting together a PowerPoint to present my case. I’ve never done this before - should I go through the presentation first and then ask for the salary I want or start with the salary upfront? Any suggestions/tips from anyone who has done this?
How much can I negotiate a starting salary for with Edward jones? It decreases over time in your first 4 years I make 60 base rn with a quarterly bonus of 6k
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
Florida senior 1 PwC assurance salary , go!
I have recently received an offer for Capital One at the SM position.
Does anyone have experience with compensation negotiations for Cap1? Would love to learn a little bit about the process.
Also, if the collective consciousness could throw me some likes to get DMs up and running I will be forever grateful 🙏.
Deloitte Digital, 20 YOE, Specialist Master 160k, 10k sign-on, 0-23% bonus possibility. What do you folks think about the offer? Also, haven’t ever did a travel gig, in mid 40s now so wlb is important
What is the salary of an experienced hire Principal Director at Accenture in the tech consulting line.....specifically SAP.
Would you change districts - including a potential decrease in salary, along with a longer commute…to teach the grade level/position you want?
I have an interview with a small firm in San Francisco and they’ll probably ask me my salary expectations, but I have no idea what’s market these days. So what’s the salary range for mid- to senior-level private practice V.C./M&A attorneys in San Francisco? Thanks!
After 2 years at my company (Multi national company with >1k employees) I was promoted to Senior SWE with a 10% salary bump from 85k to 93.5 I live/work in the Baltimore area which I consider Medium COL. Is this a reasonable adjustment for a senior promotion in this area?
Moving out from deloitte to KPMG as SC. Does KPMG provides yearly performance bonus as deloitte? Nothing mentioned on offer letter.
How much should a junior copywriter expect to make in NYC? What’s an appropriate salary range?
In discussions with Coinbase for a Privacy role. Reporting to Associate General Counsel. What’s a good comp to target?
Offered 180+10% joining bonus at Acn (not strategy) in Texas for Sr.Manager. >10 years exp. Is that ok or less ?
Im up for VP next year but want to leave banking for multiple reasons but 1 relevant for this Q is I don’t want the VP role.
My question is - should I tell my group head I want to leave shortly after bonus hits? (Plan to start looking soon and go full force after bonus).
Want to avoid doing VP work but don’t want to quit until I get a new job. Will work reduced job knowing I’m foregoing next bonus so I think it’s fair given bonus is large % of total comp.
Got offered an MD position at a large Commercial RE firm for strategy. Any tips for what to ask for? They’re already agreeing to nearly double my salary at 220k from 110k and up to 50% annual bonus...
I received a recognition in September and later in October month I resigned. Is there any policy that if associate has raised separation from Accenture then he will not receive any hike or variable bonus even if his last working day is in Jan 2022?
As a seasoned consultant with extensive experience in SharePoint and modern web development, what should be the expected compensation (base salary) now that I’m getting into Salesforce (as developer)?
When consultants moonlight as hitmen
Can anyone tell me how is Cisco account in Persistent Systems Limited ?
Tech stack: react
1st year associate in a small/medium personal injury firm. When is it too early to ask for a raise? Should I wait until my annual review in November?
Hi, can anyone refer me for analyst - data science position Amex
I have the job id, any help would be really appreciated