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You'll be answering inbound phone calls for self-directed clients with balances over 100K. Service to sales type stuff. Placing trades, consolidating outside assets etc. I would expect 50-60K base, maybe 5k/quarter for bonus

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That’s the thing I’m still exploring options I always wanted to go financial advisor route because I thought that was the end all be all but as I started learning of more opportunities that I could do with my licenses it’s made me want to see what all is out there I know long term I don’t actually want to be in sales possibly compliance or management overseeing licensed representatives.

I would ask for no less than 80k TC for that role

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The base would be around $60k. You might find it hard to ask for a raise but the workload is reasonable.

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